$57 Million is the total value of Cypress Point Wealth Management, LLC's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -3,272 | -100.0% | -0.22% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -4,086 | -100.0% | -0.22% | – |
| REGI | Exit | RENEWABLE ENERGY GROUP INC | $0 | – | -4,535 | -100.0% | -0.28% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -93 | -100.0% | -0.31% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -7,612 | -100.0% | -0.31% | – |
| IBTX | Exit | INDEPENDENT BANK GROUP INC | $0 | – | -4,515 | -100.0% | -0.33% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -1,543 | -100.0% | -0.33% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -3,942 | -100.0% | -0.44% | – |
| AAPL | Exit | APPLE INC | $0 | – | -4,884 | -100.0% | -0.87% | – |
| Exit | CORE SCIENTIFIC INC | $0 | – | -134,638 | -100.0% | -1.13% | – | |
| MTDR | Exit | MATADOR RES CO | $0 | – | -52,301 | -100.0% | -2.82% | – |
| CCCC | Exit | C4 THERAPEUTICS INC | $0 | – | -118,573 | -100.0% | -2.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
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 | 2024-05-07 |
| 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 |
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.