Cypress Funds LLC
- SEC CIK
- 0001081198
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 17
- No 13F data for Q4 2020
- Portfolio value
- $1.06B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 677,884 | $151.3M | 14.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 36,590 | $113.2M | 10.7% | – | – | History |
| ROKURoku, Inc | COM CL A | 286,851 | $93.4M | 8.8% | – | – | History |
| DHIHorton D R Inc | COM | 976,575 | $87.0M | 8.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 344,655 | $81.3M | 7.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 104,000 | $55.5M | 5.3% | – | – | History |
| LENLennar Corp | CL A | 529,500 | $53.6M | 5.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 400,282 | $53.1M | 5.0% | – | – | History |
| FICOFair Isaac Corp | COM | 103,500 | $50.3M | 4.8% | – | – | History |
| ZZillow Group, Inc. | CL C CAP STK | 370,000 | $48.0M | 4.5% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 380,000 | $47.6M | 4.5% | – | – | History |
| AAPLApple Inc. | Stock | 386,332 | $47.2M | 4.5% | – | – | History |
| GMGeneral Motors Co | COM | 765,000 | $44.0M | 4.2% | – | – | History |
| MAMastercard Inc | Stock | 118,673 | $42.3M | 4.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 117,192 | $41.4M | 3.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 113,000 | $27.4M | 2.6% | – | – | History |
| CRMSalesforce, Inc. | Stock | 91,416 | $19.4M | 1.8% | – | – | History |