Cypress Point Investment Management LP
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Blend Labs, Inc. | $36.02M | 7.7% |
| Genius Sports Ltd | $34.45M | 7.4% |
| Q2 Holdings, Inc. | $33.25M | 7.1% |
| SPORTRADAR GROUP AG | $30.34M | 6.5% |
| JFrog Ltd | $26.48M | 5.7% |
| Freshworks Inc. | $25.57M | 5.5% |
| Udemy, Inc. | $25.56M | 5.5% |
| SentinelOne, Inc. | $24.69M | 5.3% |
| Bandwidth Inc | $23.34M | 5.0% |
| PROCORE TECHNOLOGIES, INC. | $22.94M | 4.9% |
| Elastic N.V. | $21.85M | 4.7% |
| DraftKings Inc. | $21.17M | 4.6% |
| Planet Labs PBC | $17.82M | 3.8% |
| Sprinklr, Inc. | $17.61M | 3.8% |
| Docusign Inc | $15.62M | 3.4% |
| ZoomInfo Technologies Inc. | $15.19M | 3.3% |
| Datadog, Inc. | $9.20M | 2.0% |
| Paymentus Holdings, Inc. | $8.29M | 1.8% |
| nCino Inc. | $8.27M | 1.8% |
| Akamai Technologies Inc | $7.23M | 1.6% |
| Cloudflare, Inc. | $6.13M | 1.3% |
| Snowflake Inc. | $6.11M | 1.3% |
| SailPoint, Inc.SAIL | $5.60M | 1.2% |
| Vertex, Inc. | $4.54M | 1.0% |
| Dynatrace, Inc. | $4.26M | 0.9% |
| ServiceTitan, Inc. | $3.61M | 0.8% |
| Wayfair Inc. | $3.41M | 0.7% |
| Netskope Inc | $2.65M | 0.6% |
| Compass, Inc. | $1.94M | 0.4% |
| SoFi Technologies, Inc. | $1.90M | 0.4% |