CYPRESS POINT INVESTMENT MANAGEMENT LP
•CIK: 2058475•Filing: Q4 2025
**CYPRESS POINT INVESTMENT MANAGEMENT LP** manages $440M across a diversified portfolio of 30 positions. The firm exhibits concentrated exposure, with top holdings including BLND at $36.0M and BK-PK at $34.5M. Significant allocations are also maintained in QTWO ($33.2M), SEIC ($30.3M), and BEN ($26.5M). This structure suggests a focused, tactical approach across various sectors.
Total AUM
$440.4M
+ $2.5K in options
QoQ Performance
N/A
Positions
29
+ 1 option
Top 10 Concentration
63.5%
Latest Filing
Q4 2025
Top Holdings Allocation
BLND
GENI
QTWO
SRAD
FROG
FRSH
UDMY
BAND
BLND8.2%
GENI7.8%
QTWO7.5%
SRAD6.9%
FROG6.0%
FRSH5.8%
UDMY5.8%
BAND5.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q2 2025
NEW30 new positions
Historical Filings
Q4 2025Q2 2025