CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY CA · SEC CIK 0002058475
$4.24亿2026Q1 申报市值
32持仓数
56.9%前十大占比 · 第一大 6.6%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TTAN 加仓+$2,346.33万
PAY 加仓+$1,466.50万
PCOR 加仓+$972.67万
MDB 新建仓+$786.69万
DT 加仓+$762.56万
2026Q1 卖出最多 按季末市值估算
CXM 清仓-$1,761.26万
DOCU 清仓-$1,562.14万
GTM 清仓-$1,519.26万
PL 减仓-$1,325.92万
DKNG 减仓-$674.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BAND | BANDWIDTH INC | $2,821.26万 | 6.65% | 1,583,199 | 75,063 | 5.0% | $133.76万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,768.06万 | 6.52% | 485,624 | 170,643 | 54.2% | $972.67万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $2,762.89万 | 6.51% | 1,650,473 | 374,475 | 29.3% | $626.87万 | 加仓 |
| TTAN | SERVICETITAN INC | $2,561.26万 | 6.03% | 403,602 | 369,734 | 1,091.7% | $2,346.33万 | 加仓 |
| BLND | BLEND LABS INC | $2,471.32万 | 5.82% | 14,537,172 | 2,689,208 | 22.7% | $457.17万 | 加仓 |
| QTWO | Q2 HLDGS INC | $2,321.44万 | 5.47% | 490,791 | 30,407 | 6.6% | $143.83万 | 加仓 |
| FROG | JFROG LTD | $2,177.25万 | 5.13% | 463,936 | 39,965 | 9.4% | $187.56万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $2,132.67万 | 5.02% | 839,633 | 577,361 | 220.1% | $1,466.50万 | 加仓 |
| — | UDEMY INC | $2,120.42万 | 5.00% | 4,589,648 | 211,882 | 4.8% | $97.89万 | 加仓 |
| FRSH | FRESHWORKS INC | $2,031.10万 | 4.78% | 2,529,388 | 471,963 | 22.9% | $378.99万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $1,752.63万 | 4.13% | 3,956,269 | 827,712 | 26.5% | $366.68万 | 加仓 |
| S | SENTINELONE INC | $1,740.15万 | 4.10% | 1,351,046 | -292,532 | -17.8% | -$376.78万 | 减仓 |
| ESTC | ELASTIC N V | $1,561.25万 | 3.68% | 312,312 | 22,728 | 7.8% | $113.62万 | 加仓 |
| DDOG | DATADOG INC | $1,362.86万 | 3.21% | 115,448 | 47,839 | 70.8% | $564.74万 | 加仓 |
| PL | PLANET LABS PBC | $1,200.72万 | 2.83% | 429,597 | -474,391 | -52.5% | -$1,325.92万 | 减仓 |
| DT | DYNATRACE INC | $1,126.21万 | 2.65% | 304,545 | 206,210 | 209.7% | $762.56万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,116.33万 | 2.63% | 97,199 | 14,446 | 17.5% | $165.91万 | 加仓 |
| SNOW | SNOWFLAKE INC | $939.93万 | 2.21% | 62,321 | 34,456 | 123.7% | $519.67万 | 加仓 |
| W | WAYFAIR INC | $834.21万 | 1.97% | 110,917 | 76,980 | 226.8% | $578.97万 | 加仓 |
| MDB | MONGODB INC | $786.69万 | 1.85% | 32,140 | 32,140 | — | $786.69万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $726.70万 | 1.71% | 48,589 | 48,589 | — | $726.70万 | 新建仓 |
| SAIL | SAILPOINT INC | $698.08万 | 1.64% | 527,249 | 251,044 | 90.9% | $332.38万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $653.23万 | 1.54% | 302,140 | -311,881 | -50.8% | -$674.29万 | 减仓 |
| VERX | VERTEX INC | $637.19万 | 1.50% | 535,901 | 308,863 | 136.0% | $367.24万 | 加仓 |
| WK | WORKIVA INC | $612.39万 | 1.44% | 102,698 | 102,698 | — | $612.39万 | 新建仓 |
| COMP | COMPASS INC | $564.67万 | 1.33% | 772,459 | 588,113 | 319.0% | $429.91万 | 加仓 |
| NET | CLOUDFLARE INC | $514.43万 | 1.21% | 24,931 | -6,148 | -19.8% | -$126.86万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $433.99万 | 1.02% | 273,294 | 200,548 | 275.7% | $318.47万 | 加仓 |
| NCNO | NCINO INC | $412.19万 | 0.97% | 275,161 | -46,976 | -14.6% | -$70.37万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $282.69万 | 0.67% | 27,245 | 27,245 | — | $282.69万 | 新建仓 |
| U | UNITY SOFTWARE INC | $166.07万 | 0.39% | 75,692 | 75,692 | — | $166.07万 | 新建仓 |
| ABNB | AIRBNB INC | $157.74万 | 0.37% | 12,491 | 12,491 | — | $157.74万 | 新建仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -2,266,342 | -100.0% | -$1,761.26万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -225,430 | -100.0% | -$1,562.14万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,493,867 | -100.0% | -$1,519.26万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -150,919 | -100.0% | -$265.25万 | 清仓 |
| S | SENTINELONE INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,500 | 清仓 |