Specialist · Mill Valley, CA
Cypress Point Investment Management LP
- Software
- $360M
- Weight of 13F
- 65.0%
- Names
- 23
- Vs prior quarter
- +$96.2M
Filed 13 August 2026.
33 positions in the whole 13F.
Software held
- Q2QTWO548,929 shares · 7.3% of their software$26.4M+$3.2M
- CourseraCOUR4,551,747 shares · 7.1% of their software$25.7MNew
- FreshworksFRSH2,481,388 shares · 7.0% of their software$25.1M+$4.8M
- SnowflakeSNOW93,160 shares · 6.6% of their software$23.7M+$14.3M
- SentinelOneS1,266,790 shares · 6.0% of their software$21.5M+$4.1M
- PaymentusPAY881,115 shares · 5.9% of their software$21.3MFlat
- ServiceTitanTTAN300,394 shares · 5.9% of their software$21.2M−$4.4M
- ProcorePCOR513,203 shares · 5.8% of their software$20.8M−$6.8M
- UnityU690,070 shares · 5.5% of their software$19.7M+$18.1M
- JFrogFROG190,770 shares · 4.8% of their software$17.3M−$4.4M
- AlkamiALKT936,985 shares · 4.7% of their software$17.0MNew
- ElasticESTC274,030 shares · 4.3% of their software$15.6MFlat
- AkamaiAKAM111,332 shares · 3.7% of their software$13.2M+$2.0M
- DynatraceDT289,001 shares · 3.5% of their software$12.7M+$1.4M
- SailPointSAIL861,578 shares · 3.5% of their software$12.6M+$5.6M
- VertexVERX952,212 shares · 3.0% of their software$10.9M+$4.6M
- DatadogDDOG33,688 shares · 2.4% of their software$8.8M−$4.9M
- MongoDBMDB25,863 shares · 2.4% of their software$8.7M+$820K
- CommvaultCVLT60,851 shares · 2.4% of their software$8.6MNew
- nCinoNCNO492,329 shares · 2.2% of their software$8.0M+$3.9M
- AutodeskADSK40,517 shares · 2.2% of their software$7.9MNew
- VeevaVEEV38,236 shares · 1.9% of their software$6.8MNew
- CloudflareNET26,422 shares · 1.8% of their software$6.5M+$1.3M