| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | 12 | Q3 2023 | 60.2% |
| TESLA INC | 12 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.6% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 5.0% |
| OPEN LENDING CORP | 12 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.3% |
| META PLATFORMS INC | 12 | Q3 2023 | 2.0% |
| COCA COLA CO | 12 | Q3 2023 | 1.6% |
| UNITY SOFTWARE INC | 11 | Q3 2023 | 9.1% |
| AFFIRM HLDGS INC | 11 | Q3 2023 | 10.5% |
View Cypress Point Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
| 13F-HR/A | 2021-11-05 |
View Cypress Point Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.