CYPRESS POINT INVESTMENT MANAGEMENT LP Diversified Active

Location: Mill Valley, CA

CIK: 0002058475 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $424M (100.0% shares, 0.0% debt)

Holdings (32)

BAND BANDWIDTH INC 6.6%

Value $28.21M Shares 1,583,199 Est. Cost $15.10 Unrealized -8.6%

PCOR PROCORE TECHNOLOGIES INC 6.5%

Value $27.68M Shares 485,624 Est. Cost $69.15 Unrealized -12.8%

SRAD SPORTRADAR GROUP AG 6.5%

Value $27.63M Shares 1,650,473 Est. Cost $22.18 Unrealized —

TTAN SERVICETITAN INC 6.0%

Value $25.61M Shares 403,602 Est. Cost $82.19 Unrealized -1.7%

BLND BLEND LABS INC 5.8%

Value $24.71M Shares 14,537,172 Est. Cost $3.05 Unrealized -20.4%

QTWO Q2 HLDGS INC 5.5%

Value $23.21M Shares 490,791 Est. Cost $68.16 Unrealized -10.9%

FROG JFROG LTD 5.1%

Value $21.77M Shares 463,936 Est. Cost $56.53 Unrealized -6.3%

PAY PAYMENTUS HOLDINGS INC 5.0%

Value $21.33M Shares 839,633 Est. Cost $28.79 Unrealized -6.0%

UDMY UDEMY INC 5.0%

Value $21.2M Shares 4,589,648 Est. Cost $5.80 Unrealized -13.1%

FRSH FRESHWORKS INC 4.8%

Value $20.31M Shares 2,529,388 Est. Cost $11.46 Unrealized -13.7%

GENI GENIUS SPORTS LIMITED 4.1%

Value $17.53M Shares 3,956,269 Est. Cost $10.36 Unrealized -19.8%

S SENTINELONE INC 4.1%

Value $17.4M Shares 1,351,046 Est. Cost $16.38 Unrealized -14.8%

ESTC ELASTIC N V 3.7%

Value $15.61M Shares 312,312 Est. Cost $80.53 Unrealized -16.9%

DDOG DATADOG INC 3.2%

Value $13.63M Shares 115,448 Est. Cost $143.90 Unrealized -13.9%

PL PLANET LABS PBC 2.8%

Value $12.01M Shares 429,597 Est. Cost $14.34 Unrealized +69.3%

DT DYNATRACE INC 2.7%

Value $11.26M Shares 304,545 Est. Cost $41.06 Unrealized -6.5%

AKAM AKAMAI TECHNOLOGIES INC 2.6%

Value $11.16M Shares 97,199 Est. Cost $84.26 Unrealized +13.6%

SNOW SNOWFLAKE INC 2.2%

Value $9.399M Shares 62,321 Est. Cost $216.67 Unrealized -10.2%

W WAYFAIR INC 2.0%

Value $8.342M Shares 110,917 Est. Cost $98.41 Unrealized +1.0%

MDB MONGODB INC 1.9%

Value $7.867M Shares 32,140 Est. Cost $376.18 Unrealized 0.0%

GWRE GUIDEWIRE SOFTWARE INC 1.7%

Value $7.267M Shares 48,589 Est. Cost $150.20 Unrealized 0.0%

SAIL SAILPOINT INC 1.6%

Value $6.981M Shares 527,249 Est. Cost $18.85 Unrealized -11.6%

DKNG DRAFTKINGS INC NEW 1.5%

Value $6.532M Shares 302,140 Est. Cost $32.89 Unrealized -12.0%

VERX VERTEX INC 1.5%

Value $6.372M Shares 535,901 Est. Cost $18.88 Unrealized -10.7%

WK WORKIVA INC 1.4%

Value $6.124M Shares 102,698 Est. Cost $74.81 Unrealized 0.0%

COMP COMPASS INC 1.3%

Value $5.647M Shares 772,459 Est. Cost $11.13 Unrealized +5.6%

NET CLOUDFLARE INC 1.2%

Value $5.144M Shares 24,931 Est. Cost $211.53 Unrealized -13.8%

SOFI SOFI TECHNOLOGIES INC 1.0%

Value $4.34M Shares 273,294 Est. Cost $24.50 Unrealized -5.0%

NCNO NCINO INC 1.0%

Value $4.122M Shares 275,161 Est. Cost $25.39 Unrealized -18.3%

NBIS NEBIUS GROUP N.V. 0.7%

Value $2.827M Shares 27,245 Est. Cost $96.40 Unrealized 0.0%

U UNITY SOFTWARE INC 0.4%

Value $1.661M Shares 75,692 Est. Cost $32.68 Unrealized 0.0%

ABNB AIRBNB INC 0.4%

Value $1.577M Shares 12,491 Est. Cost $129.40 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BAND	BANDWIDTH INC	1,583,199	$28.21M	6.6%	$15.10	-8.6%	COM CL A	05988J103
PCOR	PROCORE TECHNOLOGIES INC	485,624	$27.68M	6.5%	$69.15	-12.8%	COM	74275K108
SRAD	SPORTRADAR GROUP AG	1,650,473	$27.63M	6.5%	$22.18	—	CLASS A ORD SHS	H8088L103
TTAN	SERVICETITAN INC	403,602	$25.61M	6.0%	$82.19	-1.7%	SHS CL A	81764X103
BLND	BLEND LABS INC	14,537,172	$24.71M	5.8%	$3.05	-20.4%	CL A	09352U108
QTWO	Q2 HLDGS INC	490,791	$23.21M	5.5%	$68.16	-10.9%	COM	74736L109
FROG	JFROG LTD	463,936	$21.77M	5.1%	$56.53	-6.3%	ORD SHS	M6191J100
PAY	PAYMENTUS HOLDINGS INC	839,633	$21.33M	5.0%	$28.79	-6.0%	COM CL A	70439P108
UDMY	UDEMY INC	4,589,648	$21.2M	5.0%	$5.80	-13.1%	COM	902685106
FRSH	FRESHWORKS INC	2,529,388	$20.31M	4.8%	$11.46	-13.7%	CLASS A COM	358054104
GENI	GENIUS SPORTS LIMITED	3,956,269	$17.53M	4.1%	$10.36	-19.8%	SHARES CL A	G3934V109
S	SENTINELONE INC	1,351,046	$17.4M	4.1%	$16.38	-14.8%	CL A	81730H109
ESTC	ELASTIC N V	312,312	$15.61M	3.7%	$80.53	-16.9%	ORD SHS	N14506104
DDOG	DATADOG INC	115,448	$13.63M	3.2%	$143.90	-13.9%	CL A COM	23804L103
PL	PLANET LABS PBC	429,597	$12.01M	2.8%	$14.34	+69.3%	COM CL A	72703X106
DT	DYNATRACE INC	304,545	$11.26M	2.7%	$41.06	-6.5%	COM NEW	268150109
AKAM	AKAMAI TECHNOLOGIES INC	97,199	$11.16M	2.6%	$84.26	+13.6%	COM	00971T101
SNOW	SNOWFLAKE INC	62,321	$9.399M	2.2%	$216.67	-10.2%	COM SHS	833445109
W	WAYFAIR INC	110,917	$8.342M	2.0%	$98.41	+1.0%	CL A	94419L101
MDB	MONGODB INC	32,140	$7.867M	1.9%	$376.18	0.0%	CL A	60937P106
GWRE	GUIDEWIRE SOFTWARE INC	48,589	$7.267M	1.7%	$150.20	0.0%	COM	40171V100
SAIL	SAILPOINT INC	527,249	$6.981M	1.6%	$18.85	-11.6%	COM	78781J109
DKNG	DRAFTKINGS INC NEW	302,140	$6.532M	1.5%	$32.89	-12.0%	COM CL A	26142V105
VERX	VERTEX INC	535,901	$6.372M	1.5%	$18.88	-10.7%	CL A	92538J106
WK	WORKIVA INC	102,698	$6.124M	1.4%	$74.81	0.0%	COM CL A	98139A105
COMP	COMPASS INC	772,459	$5.647M	1.3%	$11.13	+5.6%	CL A	20464U100
NET	CLOUDFLARE INC	24,931	$5.144M	1.2%	$211.53	-13.8%	CL A COM	18915M107
SOFI	SOFI TECHNOLOGIES INC	273,294	$4.34M	1.0%	$24.50	-5.0%	COM	83406F102
NCNO	NCINO INC	275,161	$4.122M	1.0%	$25.39	-18.3%	COM	63947X101
NBIS	NEBIUS GROUP N.V.	27,245	$2.827M	0.7%	$96.40	0.0%	SHS CLASS A	N97284108
U	UNITY SOFTWARE INC	75,692	$1.661M	0.4%	$32.68	0.0%	COM	91332U101
ABNB	AIRBNB INC	12,491	$1.577M	0.4%	$129.40	0.0%	COM CL A	009066101