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CYPRESS POINT INVESTMENT MANAGEMENT LP Historic Quarter Change: USA Stocks, New

CYPRESS POINT INVESTMENT MANAGEMENT LP historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, CYPRESS POINT INVESTMENT MANAGEMENT LP opened 11 positions, added to 36, reduced 18 and sold out of 8.

  • Q2 2026: Stock COUR; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ALKT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CVLT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ADSK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058475), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026COUR
COURSERA INC
United StatesCOM04,551,747+4,551,747$0$25,671,853+$25,671,8532026-08-13
Q2 2026ALKT
ALKAMI TECHNOLOGY INC
United StatesCOM0936,985+936,985$0$16,978,168+$16,978,1682026-08-13
Q2 2026CVLT
COMMVAULT SYS INC
United StatesCOM060,851+60,851$0$8,624,412+$8,624,4122026-08-13
Q2 2026ADSK
AUTODESK INC
United StatesCOM040,517+40,517$0$7,877,315+$7,877,3152026-08-13
Q2 2026VEEV
VEEVA SYS INC
United StatesCL A COM038,236+38,236$0$6,785,743+$6,785,7432026-08-13
Q1 2026MDB
MONGODB INC
United StatesCL A032,140+32,140$0$7,866,908+$7,866,9082026-05-15
Q1 2026GWRE
GUIDEWIRE SOFTWARE INC
United StatesCOM048,589+48,589$0$7,266,971+$7,266,9712026-05-15
Q1 2026WK
WORKIVA INC
United StatesCOM CL A0102,698+102,698$0$6,123,882+$6,123,8822026-05-15
Q1 2026NBIS
NEBIUS GROUP N.V.
SHS CLASS A027,245+27,245$0$2,826,941+$2,826,9412026-05-15
Q1 2026U
UNITY SOFTWARE INC
United StatesCOM075,692+75,692$0$1,660,682+$1,660,6822026-05-15
Q1 2026ABNB
AIRBNB INC
United StatesCOM CL A012,491+12,491$0$1,577,363+$1,577,3632026-05-15

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