CYPRESS POINT INVESTMENT MANAGEMENT LP Concentrated Active

CIK: 0002058475 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $465,043 (100.0% shares, 0.0% debt)

Holdings (31)

BLND BLEND LABS INC 7.7%

Value ($000) $36,019 Shares 11,847,964 Est. Cost $3.19 Unrealized 0.0%

GENI GENIUS SPORTS LIMITED 7.4%

Value ($000) $34,451 Shares 3,128,557 Est. Cost $10.90 Unrealized 0.0%

QTWO Q2 HLDGS INC 7.1%

Value ($000) $33,247 Shares 460,384 Est. Cost $68.65 Unrealized 0.0%

SRAD SPORTRADAR GROUP AG 6.5%

Value ($000) $30,341 Shares 1,275,998 Est. Cost $23.78 Unrealized —

FROG JFROG LTD 5.7%

Value ($000) $26,481 Shares 423,971 Est. Cost $56.87 Unrealized 0.0%

FRSH FRESHWORKS INC 5.5%

Value ($000) $25,567 Shares 2,057,425 Est. Cost $11.82 Unrealized 0.0%

UDMY UDEMY INC 5.5%

Value ($000) $25,555 Shares 4,377,766 Est. Cost $5.83 Unrealized 0.0%

S SENTINELONE INC 5.3%

Value ($000) $24,688 Shares 1,643,578 Est. Cost $16.38 Unrealized 0.0%

BAND BANDWIDTH INC 5.0%

Value ($000) $23,336 Shares 1,508,136 Est. Cost $15.17 Unrealized 0.0%

PCOR PROCORE TECHNOLOGIES INC 4.9%

Value ($000) $22,939 Shares 314,981 Est. Cost $73.96 Unrealized 0.0%

ESTC ELASTIC N V 4.7%

Value ($000) $21,853 Shares 289,584 Est. Cost $81.59 Unrealized 0.0%

DKNG DRAFTKINGS INC NEW 4.6%

Value ($000) $21,172 Shares 614,021 Est. Cost $32.89 Unrealized 0.0%

PL PLANET LABS PBC 3.8%

Value ($000) $17,824 Shares 903,988 Est. Cost $14.34 Unrealized 0.0%

CXM SPRINKLR INC 3.8%

Value ($000) $17,613 Shares 2,266,342 Est. Cost $7.61 Unrealized 0.0%

DOCU DOCUSIGN INC 3.4%

Value ($000) $15,621 Shares 225,430 Est. Cost $69.15 Unrealized 0.0%

GTM ZOOMINFO TECHNOLOGIES INC 3.3%

Value ($000) $15,193 Shares 1,493,867 Est. Cost $10.30 Unrealized 0.0%

DDOG DATADOG INC 2.0%

Value ($000) $9,197 Shares 67,609 Est. Cost $158.02 Unrealized 0.0%

PAY PAYMENTUS HOLDINGS INC 1.8%

Value ($000) $8,291 Shares 262,272 Est. Cost $32.61 Unrealized 0.0%

NCNO NCINO INC 1.8%

Value ($000) $8,265 Shares 322,137 Est. Cost $25.39 Unrealized 0.0%

AKAM AKAMAI TECHNOLOGIES INC 1.6%

Value ($000) $7,230 Shares 82,753 Est. Cost $82.26 Unrealized 0.0%

NET CLOUDFLARE INC 1.3%

Value ($000) $6,130 Shares 31,079 Est. Cost $211.53 Unrealized 0.0%

SNOW SNOWFLAKE INC 1.3%

Value ($000) $6,106 Shares 27,865 Est. Cost $244.09 Unrealized 0.0%

SAIL SAILPOINT INC 1.2%

Value ($000) $5,600 Shares 276,205 Est. Cost $20.84 Unrealized 0.0%

VERX VERTEX INC 1.0%

Value ($000) $4,537 Shares 227,038 Est. Cost $21.63 Unrealized 0.0%

DT DYNATRACE INC 0.9%

Value ($000) $4,263 Shares 98,335 Est. Cost $46.61 Unrealized 0.0%

TTAN SERVICETITAN INC 0.8%

Value ($000) $3,606 Shares 33,868 Est. Cost $97.68 Unrealized 0.0%

W WAYFAIR INC 0.7%

Value ($000) $3,412 Shares 33,937 Est. Cost $96.17 Unrealized 0.0%

NTSK NETSKOPE INC 0.6%

Value ($000) $2,652 Shares 150,919 Est. Cost $20.86 Unrealized 0.0%

COMP COMPASS INC 0.4%

Value ($000) $1,945 Shares 184,346 Est. Cost $9.12 Unrealized 0.0%

SOFI SOFI TECHNOLOGIES INC 0.4%

Value ($000) $1,905 Shares 72,746 Est. Cost $27.87 Unrealized 0.0%

S SENTINELONE INC 0.0%

Value ($000) $3 Shares 1,000 Est. Cost $16.38 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BLND	BLEND LABS INC	11,847,964	$36,019	7.7%	$3.19	0.0%	CL A	09352U108
GENI	GENIUS SPORTS LIMITED	3,128,557	$34,451	7.4%	$10.90	0.0%	SHARES CL A	G3934V109
QTWO	Q2 HLDGS INC	460,384	$33,247	7.1%	$68.65	0.0%	COM	74736L109
SRAD	SPORTRADAR GROUP AG	1,275,998	$30,341	6.5%	$23.78	—	CLASS A ORD SHS	H8088L103
FROG	JFROG LTD	423,971	$26,481	5.7%	$56.87	0.0%	ORD SHS	M6191J100
FRSH	FRESHWORKS INC	2,057,425	$25,567	5.5%	$11.82	0.0%	CLASS A COM	358054104
UDMY	UDEMY INC	4,377,766	$25,555	5.5%	$5.83	0.0%	COM	902685106
S	SENTINELONE INC	1,643,578	$24,688	5.3%	$16.38	0.0%	CL A	81730H109
BAND	BANDWIDTH INC	1,508,136	$23,336	5.0%	$15.17	0.0%	COM CL A	05988J103
PCOR	PROCORE TECHNOLOGIES INC	314,981	$22,939	4.9%	$73.96	0.0%	COM	74275K108
ESTC	ELASTIC N V	289,584	$21,853	4.7%	$81.59	0.0%	ORD SHS	N14506104
DKNG	DRAFTKINGS INC NEW	614,021	$21,172	4.6%	$32.89	0.0%	COM CL A	26142V105
PL	PLANET LABS PBC	903,988	$17,824	3.8%	$14.34	0.0%	COM CL A	72703X106
CXM	SPRINKLR INC	2,266,342	$17,613	3.8%	$7.61	0.0%	CL A	85208T107
DOCU	DOCUSIGN INC	225,430	$15,621	3.4%	$69.15	0.0%	COM	256163106
GTM	ZOOMINFO TECHNOLOGIES INC	1,493,867	$15,193	3.3%	$10.30	0.0%	COMMON STOCK	98980F104
DDOG	DATADOG INC	67,609	$9,197	2.0%	$158.02	0.0%	CL A COM	23804L103
PAY	PAYMENTUS HOLDINGS INC	262,272	$8,291	1.8%	$32.61	0.0%	COM CL A	70439P108
NCNO	NCINO INC	322,137	$8,265	1.8%	$25.39	0.0%	COM	63947X101
AKAM	AKAMAI TECHNOLOGIES INC	82,753	$7,230	1.6%	$82.26	0.0%	COM	00971T101
NET	CLOUDFLARE INC	31,079	$6,130	1.3%	$211.53	0.0%	CL A COM	18915M107
SNOW	SNOWFLAKE INC	27,865	$6,106	1.3%	$244.09	0.0%	COM SHS	833445109
SAIL	SAILPOINT INC	276,205	$5,600	1.2%	$20.84	0.0%	COM	78781J109
VERX	VERTEX INC	227,038	$4,537	1.0%	$21.63	0.0%	CL A	92538J106
DT	DYNATRACE INC	98,335	$4,263	0.9%	$46.61	0.0%	COM NEW	268150109
TTAN	SERVICETITAN INC	33,868	$3,606	0.8%	$97.68	0.0%	SHS CL A	81764X103
W	WAYFAIR INC	33,937	$3,412	0.7%	$96.17	0.0%	CL A	94419L101
NTSK	NETSKOPE INC	150,919	$2,652	0.6%	$20.86	0.0%	CL A	64119N608
COMP	COMPASS INC	184,346	$1,945	0.4%	$9.12	0.0%	CL A	20464U100
SOFI	SOFI TECHNOLOGIES INC	72,746	$1,905	0.4%	$27.87	0.0%	COM	83406F102
S	SENTINELONE INC	1,000	$3	0.0%	$16.38	0.0%	Call	81730H109