Cypress Point Wealth Management, LLC
Long book
$464.3M
Q1 2026
Positions
123
Top-10 weight
70%
concentration
Last quarter
+5.2%
SPY +14.8%
Turnover
39%
of book per quarter
Strategy in plain words
auto-generated from filingsCypress Point Wealth Management, LLC is a wealth-management firm allocating client money, specialised in technology (87% of the long book), running a $464.3M US long book across 123 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: PALANTIR TECHNOLOGIES INC-A, DIMENSIONAL US CORE EQUITY 2, AVANTIS US LG CAP EQ ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL US EQ MKT ETF.
Over the last 9 quarters its long book ran on average 5.3pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+14.6%
Q3 2024
+23.9%
Q4 2024
+2.3%
Q1 2025
+26.5%
Q2 2025
+18.1%
Q3 2025
+0.3%
Q4 2025
-6.2%
Q1 2026
+5.2%
Sector allocation
Technology 87%
Energy 3%
Financials 3%
Industrials 2%
Healthcare 1%
Consumer discretionary 1%
Services media 1%
Communications 1%
Long book by quarter
What does Cypress Point own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 927.7K | $135.7M | 29.2% | +0.2% |
| AAPL APPLE INC | Technology | 25.9K | $6.6M | 1.4% | +251.8% |
| XOM EXXON MOBIL CORP | Energy | 30.5K | $5.2M | 1.1% | -26.8% |
| META META PLATFORMS INC-CLASS A | Technology | 5.1K | $2.9M | 0.6% | +22.8% |
| NVDA NVIDIA CORP | Technology | 16.5K | $2.9M | 0.6% | +1431.6% |
| GOOGL ALPHABET INC-CL A | Technology | 8.7K | $2.5M | 0.5% | +273.7% |
| MSFT MICROSOFT CORP | Technology | 6.6K | $2.4M | 0.5% | +262.8% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 3 | $2.2M | 0.5% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.8K | $1.8M | 0.4% | +385.2% |
| KO COCA-COLA CO/THE | Consumer staples | 15.1K | $1.1M | 0.2% | +9.6% |
| AVGO BROADCOM INC | Technology | 3.1K | $963K | 0.2% | New |
| NFLX NETFLIX INC | Services media | 9.5K | $909K | 0.2% | +144.9% |
| TSLA TESLA INC | Industrials | 2.1K | $768K | 0.2% | +156.5% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 11.2K | $702K | 0.2% | Held |
| GOOG ALPHABET INC-CL C | Technology | 2.4K | $675K | 0.1% | New |
| ASTS AST SPACEMOBILE INC | Communications | 8.0K | $663K | 0.1% | Held |
| UAMY UNITED STATES ANTIMONY CORP | Industrials | 74.1K | $647K | 0.1% | Held |
| T AT&T INC | Communications | 21.2K | $616K | 0.1% | +53.0% |
| BAC BANK OF AMERICA CORP | Financials | 12.3K | $602K | 0.1% | +135.0% |
| CRM SALESFORCE INC | Technology | 2.6K | $485K | 0.1% | +68.3% |
| L LOEWS CORP | Financials | 4.3K | $458K | 0.1% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 2.1K | $425K | 0.1% | New |
| FNV FRANCO-NEVADA CORP | Materials | 1.6K | $387K | 0.1% | New |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $387K | 0.1% | New |
| KLAC KLA CORP | Other | 252 | $371K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.5K | $370K | 0.1% | New |
| BLND BLEND LABS INC-A | Technology | 215.8K | $367K | 0.1% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 4.7K | $364K | 0.1% | New |
| TRV TRAVELERS COS INC/THE | Financials | 1.2K | $354K | 0.1% | New |
| LLY ELI LILLY & CO | Healthcare | 378 | $348K | 0.1% | New |
| MRK MERCK & CO. INC. | Healthcare | 2.9K | $347K | 0.1% | New |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 859 | $335K | 0.1% | +5.9% |
| GEV GE VERNOVA INC | Industrials | 372 | $325K | 0.1% | New |
| WULF TERAWULF INC | Financials | 21.7K | $313K | 0.1% | -15.0% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 1.4K | $310K | 0.1% | New |
| ALL ALLSTATE CORP | Financials | 1.5K | $302K | 0.1% | New |
| POWL POWELL INDUSTRIES INC | Industrials | 555 | $300K | 0.1% | New |
| C CITIGROUP INC | Financials | 2.6K | $298K | 0.1% | New |
| JPM JPMORGAN CHASE & CO | Financials | 959 | $282K | 0.1% | New |
| BKNG BOOKING HOLDINGS INC | Industrials | 67 | $282K | 0.1% | New |
| ABT ABBOTT LABORATORIES | Healthcare | 2.7K | $279K | 0.1% | New |
| ACN ACCENTURE PLC-CL A | Services media | 1.4K | $273K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 123 | $464.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 90 | $458.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 8, 2025 | 82 | $494.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 79 | $410.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 68 | $315.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 69 | $321.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 75 | $254.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 72 | $211.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 71 | $195.3M | canonical | SEC ↗ |