Cypress Funds LLC
- SEC CIK
- 0001081198
- Latest filing
- Aug 6, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 3, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 17
- 0 vs. Q1 2021
- Portfolio value
- $1.19B
- +$133.1M (+12.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 677,884 | $186.1M | 15.7% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 286,851 | $131.7M | 11.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 36,590 | $125.9M | 10.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 344,655 | $93.4M | 7.9% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 976,575 | $88.3M | 7.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 104,000 | $83.2M | 7.0% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 400,282 | $57.2M | 4.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 386,332 | $52.9M | 4.5% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 529,500 | $52.6M | 4.4% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 103,500 | $52.0M | 4.4% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 117,192 | $48.1M | 4.0% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 440,000 | $45.6M | 3.8% | +440,000 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 370,000 | $45.2M | 3.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 118,673 | $43.3M | 3.6% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,808,000 | $41.7M | 3.5% | +2,808,000 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 113,000 | $32.9M | 2.8% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 60,000 | $8.69M | 0.7% | −320,000−84.2% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| FFord Motor Co | Stock | – | $14.9M |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.