Cypress Point Investment Management LP 13F 持仓 · 2026年Q2
Cypress Point Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 5.52 亿美元。前几大持仓：BAND（8.90%）、SRAD（5.41%）、QTWO（4.79%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BAND | BANDWIDTH INC | $49.1M | 8.90% | 775,581 | 减持 |
| 2 | SRAD | SPORTRADAR GROUP AG | $29.9M | 5.41% | 2.0M | 增持 |
| 3 | QTWO | Q2 HLDGS INC | $26.4M | 4.79% | 548,929 | 增持 |
| 4 | COUR | COURSERA INC | $25.7M | 4.65% | 4.6M | 新建仓 |
| 5 | GENI | GENIUS SPORTS LIMITED | $25.2M | 4.56% | 4.2M | 增持 |
| 6 | FRSH | FRESHWORKS INC | $25.1M | 4.55% | 2.5M | 减持 |
| 7 | BLND | BLEND LABS INC | $24.4M | 4.43% | 14.3M | 减持 |
| 8 | SNOW | SNOWFLAKE INC | $23.7M | 4.30% | 93,160 | 增持 |
| 9 | S | SENTINELONE INC | $21.5M | 3.90% | 1.3M | 减持 |
| 10 | PAY | PAYMENTUS HOLDINGS INC | $21.3M | 3.86% | 881,115 | 增持 |
| 11 | TTAN | SERVICETITAN INC | $21.2M | 3.85% | 300,394 | 减持 |
| 12 | PCOR | PROCORE TECHNOLOGIES INC | $20.8M | 3.78% | 513,203 | 增持 |
| 13 | U | UNITY SOFTWARE INC | $19.7M | 3.57% | 690,070 | 增持 |
| 14 | DKNG | DRAFTKINGS INC NEW | $18.9M | 3.43% | 748,649 | 增持 |
| 15 | FROG | JFROG LTD | $17.3M | 3.14% | 190,770 | 减持 |
| 16 | ALKT | ALKAMI TECHNOLOGY INC | $17.0M | 3.08% | 936,985 | 新建仓 |
| 17 | ESTC | ELASTIC N V | $15.6M | 2.83% | 274,030 | 减持 |
| 18 | AKAM | AKAMAI TECHNOLOGIES INC | $13.2M | 2.39% | 111,332 | 增持 |
| 19 | COMP | COMPASS INC | $13.2M | 2.39% | 1.1M | 增持 |
| 20 | DT | DYNATRACE INC | $12.7M | 2.30% | 289,001 | 减持 |
| 21 | SAIL | SAILPOINT INC | $12.6M | 2.29% | 861,578 | 增持 |
| 22 | VERX | VERTEX INC | $10.9M | 1.98% | 952,212 | 增持 |
| 23 | PL | PLANET LABS PBC | $10.4M | 1.88% | 313,568 | 减持 |
| 24 | W | WAYFAIR INC | $10.1M | 1.82% | 108,812 | 减持 |
| 25 | DDOG | DATADOG INC | $8.8M | 1.59% | 33,688 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR