CYPRESS FUNDS LLC: 13F holdings
CIK 10811982026Q2
| Positions | 14 |
|---|---|
| Reported value | $314.1m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN Amazon.com Inc | 198,532 | $47.3m | 15.1% |
| NVDA NVIDIA Corp | 184,636 | $36.9m | 11.8% |
| MSFT Microsoft Corp | 89,465 | $33.4m | 10.6% |
| AVGO Broadcom Inc | 65,613 | $24.8m | 7.9% |
| MA Mastercard Inc | 42,269 | $21.7m | 6.9% |
| FICO Fair Isaac Corp | 17,726 | $21.2m | 6.7% |
| CDNS Cadence Design Systems Inc | 56,386 | $21.2m | 6.7% |
| WMT Walmart Inc | 182,196 | $20.6m | 6.6% |
| TDG TransDigm Group Inc | 15,056 | $20.1m | 6.4% |
| SPGI S&P Global Inc | 47,588 | $19.4m | 6.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1081198")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.