$116 Million is the total value of CYPRESS GROWTH FUND III LP's 33 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RNG | New | RINGCENTRAL INCcl a | $7,958,000 | – | 21,000 | +100.0% | 6.86% | – |
| FIVN | New | FIVE9 INC | $7,674,000 | – | 44,000 | +100.0% | 6.61% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $7,014,000 | – | 20,000 | +100.0% | 6.04% | – |
| MCHP | New | MICROCHIP TECHNOLOGY | $5,524,000 | – | 40,000 | +100.0% | 4.76% | – |
| FEYE | New | FIREEYE INC | $5,073,000 | – | 220,000 | +100.0% | 4.37% | – |
| PANW | New | PALO ALTO NETWORKS INC | $4,975,000 | – | 14,000 | +100.0% | 4.29% | – |
| ANET | New | ARISTA NETWORKS INC | $4,940,000 | – | 17,000 | +100.0% | 4.26% | – |
| AVGO | New | BROADCOM INC | $4,816,000 | – | 11,000 | +100.0% | 4.15% | – |
| INTU | New | INTUIT | $4,710,000 | – | 12,400 | +100.0% | 4.06% | – |
| KLAC | New | KLA CORP | $4,660,000 | – | 18,000 | +100.0% | 4.02% | – |
| CHGG | New | CHEGG INC | $4,155,000 | – | 46,000 | +100.0% | 3.58% | – |
| NUAN | New | NUANCE COMMUNICATIONS INC | $4,144,000 | – | 94,000 | +100.0% | 3.57% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $3,867,000 | – | 19,000 | +100.0% | 3.33% | – |
| WDAY | New | WORKDAY INCcl a | $3,714,000 | – | 15,500 | +100.0% | 3.20% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $3,675,000 | – | 35,000 | +100.0% | 3.17% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,505,000 | – | 2,000 | +100.0% | 3.02% | – |
| MXIM | New | MAXIM INTEGRATED PRODS | $3,191,000 | – | 36,000 | +100.0% | 2.75% | – |
| CVS | New | CVS HEALTH CORP | $3,074,000 | – | 45,000 | +100.0% | 2.65% | – |
| CLDR | New | CLOUDERA INC | $2,928,000 | – | 210,500 | +100.0% | 2.52% | – |
| BABA | New | ALIBABA GROUP HLDG LTDads | $2,793,000 | – | 12,000 | +100.0% | 2.41% | – |
| FB | New | FACEBOOK INCcl a | $2,732,000 | – | 10,000 | +100.0% | 2.35% | – |
| HMSY | New | HMS HOLDINGS CORP | $2,462,000 | – | 67,000 | +100.0% | 2.12% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,461,000 | – | 1,405 | +100.0% | 2.12% | – |
| MXL | New | MAXLINEAR INC | $2,406,000 | – | 63,000 | +100.0% | 2.07% | – |
| CCI | New | CROWN CASTLE INTL | $2,388,000 | – | 15,000 | +100.0% | 2.06% | – |
| NEWR | New | NEW RELIC INC | $1,962,000 | – | 30,000 | +100.0% | 1.69% | – |
| GDOT | New | GREEN DOT CORPcl a | $1,953,000 | – | 35,000 | +100.0% | 1.68% | – |
| UPWK | New | UPWORK INC | $1,726,000 | – | 50,000 | +100.0% | 1.49% | – |
| OOMA | New | OOMA INC | $1,562,000 | – | 108,500 | +100.0% | 1.35% | – |
| NTUS | New | NATUS MED INC DEL | $1,503,000 | – | 75,000 | +100.0% | 1.30% | – |
| SPLK | New | SPLUNK INC | $1,359,000 | – | 8,000 | +100.0% | 1.17% | – |
| TDOC | New | TELADOC HEALTH INC | $1,000,000 | – | 5,000 | +100.0% | 0.86% | – |
| ZUO | New | ZUORA INC | $174,000 | – | 12,500 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 4 | Q3 2021 | 6.7% |
| FIVE9 INC | 4 | Q3 2021 | 6.6% |
| MICROCHIP TECHNOLOGY | 4 | Q3 2021 | 5.2% |
| RINGCENTRAL INC | 4 | Q3 2021 | 6.9% |
| INTUIT | 4 | Q3 2021 | 5.3% |
| ARISTA NETWORKS INC | 4 | Q3 2021 | 4.8% |
| KLA CORP | 4 | Q3 2021 | 4.6% |
| PALO ALTO NETWORKS INC | 4 | Q3 2021 | 5.2% |
| LABORATORY CORP AMER HLDGS | 4 | Q3 2021 | 4.5% |
| BROADCOM INC | 4 | Q3 2021 | 4.1% |
View CYPRESS GROWTH FUND III LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-04-27 |
| 13F-HR | 2021-01-28 |
| D/A | 2021-01-28 |
| D/A | 2019-10-08 |
| D/A | 2018-10-09 |
| D/A | 2017-10-10 |
| D/A | 2015-08-25 |
| D/A | 2014-08-28 |
View CYPRESS GROWTH FUND III LP'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.