CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY CA · SEC CIK 0002058475
$5.52亿2026Q2 申报市值
33持仓数
49.3%前十大占比 · 第一大 8.9%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
COUR 新建仓+$2,567.19万
U 加仓+$1,755.89万
ALKT 新建仓+$1,697.82万
DKNG 加仓+$1,127.88万
CVLT 新建仓+$862.44万
2026Q2 卖出最多 按季末市值估算
BAND 减仓-$5,112.22万
FROG 减仓-$2,482.53万
DDOG 减仓-$2,128.70万
UDEMY INC 清仓-$2,120.42万
TTAN 减仓-$729.78万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | UDEMY INC | $0 | 0.00% | 0 | -4,589,648 | -100.0% | -$2,120.42万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -48,589 | -100.0% | -$726.70万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -102,698 | -100.0% | -$612.39万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -12,491 | -100.0% | -$157.74万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $183.38万 | 0.33% | 6,640 | -20,605 | -75.6% | -$569.05万 | 减仓 |
| NET | CLOUDFLARE INC | $648.08万 | 1.17% | 26,422 | 1,491 | 6.0% | $36.57万 | 加仓 |
| VEEV | VEEVA SYS INC | $678.57万 | 1.23% | 38,236 | 38,236 | — | $678.57万 | 新建仓 |
| ADSK | AUTODESK INC | $787.73万 | 1.43% | 40,517 | 40,517 | — | $787.73万 | 新建仓 |
| NCNO | NCINO INC | $804.96万 | 1.46% | 492,329 | 217,168 | 78.9% | $355.07万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $862.44万 | 1.56% | 60,851 | 60,851 | — | $862.44万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $867.17万 | 1.57% | 483,640 | 210,346 | 77.0% | $377.15万 | 加仓 |
| MDB | MONGODB INC | $868.74万 | 1.57% | 25,863 | -6,277 | -19.5% | -$210.84万 | 减仓 |
| DDOG | DATADOG INC | $877.10万 | 1.59% | 33,688 | -81,760 | -70.8% | -$2,128.70万 | 减仓 |
| W | WAYFAIR INC | $1,005.64万 | 1.82% | 108,812 | -2,105 | -1.9% | -$19.45万 | 减仓 |
| PL | PLANET LABS PBC | $1,038.85万 | 1.88% | 313,568 | -116,029 | -27.0% | -$384.40万 | 减仓 |
| VERX | VERTEX INC | $1,093.14万 | 1.98% | 952,212 | 416,311 | 77.7% | $477.93万 | 加仓 |
| SAIL | SAILPOINT INC | $1,261.35万 | 2.29% | 861,578 | 334,329 | 63.4% | $489.46万 | 加仓 |
| DT | DYNATRACE INC | $1,269.00万 | 2.30% | 289,001 | -15,544 | -5.1% | -$68.25万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,316.06万 | 2.39% | 111,332 | 14,133 | 14.5% | $167.07万 | 加仓 |
| COMP | COMPASS INC | $1,319.96万 | 2.39% | 1,070,527 | 298,068 | 38.6% | $367.52万 | 加仓 |
| ESTC | ELASTIC N V | $1,562.52万 | 2.83% | 274,030 | -38,282 | -12.3% | -$218.28万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,697.82万 | 3.08% | 936,985 | 936,985 | — | $1,697.82万 | 新建仓 |
| FROG | JFROG LTD | $1,733.72万 | 3.14% | 190,770 | -273,166 | -58.9% | -$2,482.53万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $1,891.09万 | 3.43% | 748,649 | 446,509 | 147.8% | $1,127.88万 | 加仓 |
| U | UNITY SOFTWARE INC | $1,972.22万 | 3.57% | 690,070 | 614,378 | 811.7% | $1,755.89万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,084.63万 | 3.78% | 513,203 | 27,579 | 5.7% | $112.03万 | 加仓 |
| TTAN | SERVICETITAN INC | $2,124.09万 | 3.85% | 300,394 | -103,208 | -25.6% | -$729.78万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $2,128.77万 | 3.86% | 881,115 | 41,482 | 4.9% | $100.22万 | 加仓 |
| S | SENTINELONE INC | $2,149.74万 | 3.90% | 1,266,790 | -84,256 | -6.2% | -$142.98万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,370.92万 | 4.30% | 93,160 | 30,839 | 49.5% | $784.85万 | 加仓 |
| BLND | BLEND LABS INC | $2,444.86万 | 4.43% | 14,297,425 | -239,747 | -1.6% | -$41.00万 | 减仓 |
| FRSH | FRESHWORKS INC | $2,511.16万 | 4.55% | 2,481,388 | -48,000 | -1.9% | -$48.58万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,516.00万 | 4.56% | 4,151,812 | 195,543 | 4.9% | $118.50万 | 加仓 |
| COUR | COURSERA INC | $2,567.19万 | 4.65% | 4,551,747 | 4,551,747 | — | $2,567.19万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $2,640.35万 | 4.79% | 548,929 | 58,138 | 11.8% | $279.64万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $2,986.06万 | 5.41% | 1,994,698 | 344,225 | 20.9% | $515.30万 | 加仓 |
| BAND | BANDWIDTH INC | $4,909.43万 | 8.90% | 775,581 | -807,618 | -51.0% | -$5,112.22万 | 减仓 |