CYPRESS POINT INVESTMENT MANAGEMENT LP
CIK 2058475 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- BLND7.75%
- GENI7.41%
- QTWO7.15%
- SRAD6.52%
- FROG5.69%
- FRSH5.50%
- UDMY5.50%
- S5.31%
- BAND5.02%
- PCOR4.93%
Share classes counted separately60.78%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BLNDBLEND LABS INC-ACL A View history and evidence | $36.02M | 7.75% | 11.85M shares | Prior unavailable — | — | ↗▾ |
| 02 | GENIGENIUS SPORTS LTDSHARES CL A View history and evidence | $34.45M | 7.41% | 3.13M shares | Prior unavailable — | — | ↗▾ |
| 03 | QTWOQ2 HOLDINGS INC View history and evidence | $33.25M | 7.15% | 460.38K shares | Prior unavailable — | — | ↗▾ |
| 04 | SRADSPORTRADAR GROUP AG-ACLASS A ORD SHS View history and evidence | $30.34M | 6.52% | 1.28M shares | Prior unavailable — | — | ↗▾ |
| 05 | FROGJFROG LTDORD SHS View history and evidence | $26.48M | 5.69% | 423.97K shares | Prior unavailable — | — | ↗▾ |
| 06 | FRSHFRESHWORKS INC-CL ACLASS A COM View history and evidence | $25.57M | 5.50% | 2.06M shares | Prior unavailable — | — | ↗▾ |
| 07 | UDMYUDEMY INC View history and evidence | $25.56M | 5.50% | 4.38M shares | Prior unavailable — | — | ↗▾ |
| 08 | SSENTINELONE INC -CLASS ACL A View history and evidence | $24.69M | 5.31% | 1.64M shares | Prior unavailable — | — | ↗▾ |
| 09 | BANDBANDWIDTH INC-CLASS ACOM CL A View history and evidence | $23.34M | 5.02% | 1.51M shares | Prior unavailable — | — | ↗▾ |
| 10 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $22.94M | 4.93% | 314.98K shares | Prior unavailable — | — | ↗▾ |
Options overlay 1
$2.50K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SSENTINELONE INC -CLASS ACL A View history and evidence | Call | 1.00K | $2.50K | — | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2058475 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 465043490
}Research all 31 reported holdings.
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