Cypress Point Investment Management LP holds a focused book of 32 stocks worth $424.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mongodb Inc and trimmed Sentinelone Inc -Class A. Their largest long position is Bandwidth Inc-Class A at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058475/holdings"
Use Arkolith to show CYPRESS POINT INVESTMENT MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bandwidth Inc COM CL A | $28.2M | 1.58M | 6.6% | ▲+5.0% Added · +75K sh | |
| 2 | Procore Technologies Inc COM | $27.7M | 485.6K | 6.5% | ▲+54% Added · +171K sh | |
| 3 | Sportradar Group AG CLASS A ORD SHS | $27.6M | 1.65M | 6.5% | ▲+29% Added · +374K sh | |
| 4 | Servicetitan Inc SHS CL A | $25.6M | 403.6K | 6.0% | ▲12× Added · +370K sh | |
| 5 | Blend Labs Inc CL A | $24.7M | 14.54M | 5.8% | ▲+23% Added · +2.7M sh | |
| 6 | Q2 Hldgs Inc COM | $23.2M | 490.8K | 5.5% | ▲+6.6% Added · +30K sh | |
| 7 | Jfrog Ltd ORD SHS | $21.8M | 463.9K | 5.1% | ▲+9.4% Added · +40K sh | |
| 8 | Paymentus Holdings Inc COM CL A | $21.3M | 839.6K | 5.0% | ▲+220% Added · +577K sh | |
| 9 | Udemy Inc COM | $21.2M | 4.59M | 5.0% | ▲+4.8% Added · +212K sh | |
| 10 | Freshworks Inc CLASS A COM | $20.3M | 2.53M | 4.8% | ▲+23% Added · +472K sh | |
| 11 | Genius Sports Limited SHARES CL A | $17.5M | 3.96M | 4.1% | ▲+26% Added · +828K sh | |
| 12 | Sentinelone Inc CL A | $17.4M | 1.35M | 4.1% | ▼−18% Reduced · −293K sh | |
| 13 | Elastic N V ORD SHS | $15.6M | 312.3K | 3.7% | ▲+7.8% Added · +23K sh | |
| 14 | Datadog Inc CL A COM | $13.6M | 115.4K | 3.2% | ▲+71% Added · +48K sh | |
| 15 | Planet Labs PBC COM CL A | $12.0M | 429.6K | 2.8% | ▼−52% Reduced · −474K sh | |
| 16 | Dynatrace Inc COM NEW | $11.3M | 304.5K | 2.7% | ▲+210% Added · +206K sh | |
| 17 | Akamai Technologies Inc COM | $11.2M | 97.2K | 2.6% | ▲+17% Added · +14K sh | |
| 18 | Snowflake Inc COM SHS | $9.4M | 62.3K | 2.2% | ▲+124% Added · +34K sh | |
| 19 | Wayfair Inc CL A | $8.3M | 110.9K | 2.0% | ▲+227% Added · +77K sh | |
| 20 | Mongodb Inc CL A | $7.9M | 32.1K | 1.9% | ▲New New position | |
| 21 | Guidewire Software Inc COM | $7.3M | 48.6K | 1.7% | ▲New New position | |
| 22 | Sailpoint Inc COM | $7.0M | 527.2K | 1.6% | ▲+91% Added · +251K sh | |
| 23 | Draftkings Inc New COM CL A | $6.5M | 302.1K | 1.5% | ▼−51% Reduced · −312K sh | |
| 24 | Vertex Inc CL A | $6.4M | 535.9K | 1.5% | ▲+136% Added · +309K sh | |
| 25 | Workiva Inc COM CL A | $6.1M | 102.7K | 1.4% | ▲New New position | |
| 26 | Compass Inc CL A | $5.6M | 772.5K | 1.3% | ▲+319% Added · +588K sh | |
| 27 | Cloudflare Inc CL A COM | $5.1M | 24.9K | 1.2% | ▼−20% Reduced · −6K sh | |
| 28 | Sofi Technologies Inc COM | $4.3M | 273.3K | 1.0% | ▲+276% Added · +201K sh | |
| 29 | Ncino Inc COM | $4.1M | 275.2K | 1.0% | ▼−15% Reduced · −47K sh | |
| 30 | Nebius Group N.V. SHS CLASS A | $2.8M | 27.2K | 0.7% | ▲New New position | |
| 31 | Unity Software Inc COM | $1.7M | 75.7K | 0.4% | ▲New New position | |
| 32 | Airbnb Inc COM CL A | $1.6M | 12.5K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.