13FBOX
CYPRESS POINT INVESTMENT MANAGEMENT LP · 13F 持仓分析
期权收益计算器 机构排行

CYPRESS POINT INVESTMENT MANAGEMENT LP

No.3977
最新持仓市值 (Q2 2026)
$5.52亿
环比变动 Q1 2026
+$1.27亿+30.0%
持仓股票数
33
新买入
5
加仓
15
减仓
13
清仓
4
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
BBANDWIDTH INC COM CL ABAND
8.9%6.65%$4,909.4万77.6万股$2,821.3万158.3万股-80.8万股-51.01%减仓
SSPORTRADAR GROUP AG CLASS A ORDSRAD
5.41%6.51%$2,986.1万199.5万股$2,762.9万165.0万股+34.4万股+20.86%加仓
QQ2QTWO
4.79%5.47%$2,640.3万54.9万股$2,321.4万49.1万股+5.8万股+11.85%加仓
COURSERACOUR
4.65%$2,567.2万455.2万股$00股+455.2万股新买入
GGENIUS SPORTS LIMITEDGENI
4.56%4.13%$2,516.0万415.2万股$1,752.6万395.6万股+19.6万股+4.94%加仓
FFRESHWORKSFRSH
4.55%4.78%$2,511.2万248.1万股$2,031.1万252.9万股-4.8万股-1.90%减仓
BBLEND LABS INC CL ABLND
4.43%5.82%$2,444.9万1,429.7万股$2,471.3万1,453.7万股-24.0万股-1.65%减仓
SNOWFLAKE COM SHSSNOW
4.3%2.21%$2,370.9万9.3万股$939.9万6.2万股+3.1万股+49.48%加仓
SSentinelone INC CLASS A CORP COMMONS
3.9%4.1%$2,149.7万126.7万股$1,740.1万135.1万股-8.4万股-6.24%减仓
PPAYMENTUSPAY
3.86%5.02%$2,128.8万88.1万股$2,132.7万84.0万股+4.1万股+4.94%加仓
SSERVICETITAN INC SHS CL ATTAN
3.85%6.03%$2,124.1万30.0万股$2,561.3万40.4万股-10.3万股-25.57%减仓
PPROCORE TECHNOLOGIESPCOR
3.78%6.52%$2,084.6万51.3万股$2,768.1万48.6万股+2.8万股+5.68%加仓
UUnityU
3.57%0.39%$1,972.2万69.0万股$166.1万7.6万股+61.4万股+811.68%加仓
DraftKingsDKNG
3.43%1.54%$1,891.1万74.9万股$653.2万30.2万股+44.7万股+147.78%加仓
JFROGFROG
3.14%5.13%$1,733.7万19.1万股$2,177.3万46.4万股-27.3万股-58.88%减仓
ALKAMI TECHNOLOGYALKT
3.08%$1,697.8万93.7万股$00股+93.7万股新买入
EELASTICESTC
2.83%3.68%$1,562.5万27.4万股$1,561.2万31.2万股-3.8万股-12.26%减仓
CompassCOMP
2.39%1.33%$1,320.0万107.1万股$564.7万77.2万股+29.8万股+38.59%加仓
阿卡迈AKAM
2.39%2.63%$1,316.1万11.1万股$1,116.3万9.7万股+1.4万股+14.54%加仓
DDYNATRACEDT
2.3%2.65%$1,269.0万28.9万股$1,126.2万30.5万股-1.6万股-5.10%减仓
SSAILPOINT COMSAIL
2.29%1.64%$1,261.4万86.2万股$698.1万52.7万股+33.4万股+63.41%加仓
VERTEXVERX
1.98%1.5%$1,093.1万95.2万股$637.2万53.6万股+41.6万股+77.68%加仓
PPLANET LABS PBC CLASS APL
1.88%2.83%$1,038.9万31.4万股$1,200.7万43.0万股-11.6万股-27.01%减仓
WAYFAIRW
1.82%1.97%$1,005.6万10.9万股$834.2万11.1万股-2,105股-1.90%减仓
DatadogDDOG
1.59%3.21%$877.1万3.4万股$1,362.9万11.5万股-8.2万股-70.82%减仓
MONGODB CL AMDB
1.57%1.85%$868.7万2.6万股$786.7万3.2万股-6,277股-19.53%减仓
SOFI TECHNOLOGIES COMSOFI
1.57%1.02%$867.2万48.4万股$434.0万27.3万股+21.0万股+76.97%加仓
COMMVAULT SYSCVLT
1.56%$862.4万6.1万股$00股+6.1万股新买入
NNCINONCNO
1.46%0.97%$805.0万49.2万股$412.2万27.5万股+21.7万股+78.92%加仓
欧特克ADSK
1.43%$787.7万4.1万股$00股+4.1万股新买入
VeevaVEEV
1.23%$678.6万3.8万股$00股+3.8万股新买入
CloudflareNET
1.17%1.21%$648.1万2.6万股$514.4万2.5万股+1,491股+5.98%加仓
NEBIUSNBIS
0.33%0.67%$183.4万6,640股$282.7万2.7万股-2.1万股-75.63%减仓

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