Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BANDBandwidth Inc | $49.1M | 8.9% | −51.0% |
| Sportradar Group AgCUSIP H8088L103 | $29.9M | 5.4% | +20.9% |
| QTWOQ2 Hldgs Inc | $26.4M | 4.8% | +11.8% |
| COURCoursera Inc | $25.7M | 4.7% | New |
| Genius Sports LimitedCUSIP G3934V109 | $25.2M | 4.6% | +4.9% |
| FRSHFreshworks Inc | $25.1M | 4.6% | −1.9% |
| BLNDBlend Labs Inc | $24.4M | 4.4% | −1.6% |
| SNOWSnowflake Inc | $23.7M | 4.3% | +49.5% |
| SSentinelone Inc | $21.5M | 3.9% | −6.2% |
| PAYPaymentus Holdings Inc | $21.3M | 3.9% | +4.9% |
| TTANServicetitan Inc | $21.2M | 3.8% | −25.6% |
| PCORProcore Technologies Inc | $20.8M | 3.8% | +5.7% |
| UUnity Software Inc | $19.7M | 3.6% | +811.7% |
| DKNGDraftkings Inc New | $18.9M | 3.4% | +147.8% |
| Jfrog LtdCUSIP M6191J100 | $17.3M | 3.1% | −58.9% |
| ALKTAlkami Technology Inc | $17.0M | 3.1% | New |
| Elastic N VCUSIP N14506104 | $15.6M | 2.8% | −12.3% |
| COMPCompass Inc | $13.2M | 2.4% | +38.6% |
| AKAMAkamai Technologies Inc | $13.2M | 2.4% | +14.5% |
| DTDynatrace Inc | $12.7M | 2.3% | −5.1% |
| SAILSailpoint Inc | $12.6M | 2.3% | +63.4% |
| VERXVertex Inc | $10.9M | 2.0% | +77.7% |
| PLPlanet Labs Pbc | $10.4M | 1.9% | −27.0% |
| WWayfair Inc | $10.1M | 1.8% | −1.9% |
| DDOGDatadog Inc | $8.8M | 1.6% | −70.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nebius Group N.v.CUSIP N97284108 | March 31, 2026 | +166.2% | $1.8M |
| DDOGDatadog Inc | December 31, 2025 | +91.5% | $8.8M |
| PLPlanet Labs Pbc | December 31, 2025 | +68.0% | $10.4M |
| Jfrog LtdCUSIP M6191J100 | December 31, 2025 | +45.5% | $17.3M |
| MDBMongodb Inc | March 31, 2026 | +37.2% | $8.7M |
| AKAMAkamai Technologies Inc | December 31, 2025 | +35.5% | $13.2M |
| UUnity Software Inc | March 31, 2026 | +30.3% | $19.7M |
| NETCloudflare Inc | December 31, 2025 | +24.4% | $6.5M |
| COMPCompass Inc | December 31, 2025 | +16.7% | $13.2M |
| SNOWSnowflake Inc | December 31, 2025 | +16.0% | $23.7M |
Sold off last quarter
- Udemy IncCUSIP 902685106 was $21.2M
- GWREGuidewire Software Inc was $7.3M
- WKWorkiva Inc was $6.1M
- ABNBAirbnb Inc was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.8% | +14.8% |
| March 31, 2026 | −25.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cypress Point Investment Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2058475&type=13F-HR&dateb=&owner=include&count=40CIK 2058475
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2058475/000110465926096019/Filed August 13, 2026 · accession 0001104659-26-096019