$116 Million is the total value of CYPRESS GROWTH FUND III LP's 35 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $7,441,000 | +6.1% | 20,000 | 0.0% | 6.42% | +6.3% | |
| LH | LABORATORY CORP AMER HLDGS | $4,845,000 | +25.3% | 19,000 | 0.0% | 4.18% | +25.5% | |
| GOOG | ALPHABET INCcap stk cl c | $4,125,000 | +17.7% | 2,000 | 0.0% | 3.56% | +17.9% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,566,000 | -3.0% | 35,000 | 0.0% | 3.08% | -2.8% | |
| CVS | CVS HEALTH CORP | $3,385,000 | +10.1% | 45,000 | 0.0% | 2.92% | +10.3% | |
| FB | FACEBOOK INCcl a | $2,945,000 | +7.8% | 10,000 | 0.0% | 2.54% | +8.0% | |
| BABA | ALIBABA GROUP HLDG LTDads | $2,720,000 | -2.6% | 12,000 | 0.0% | 2.35% | -2.5% | |
| CCI | CROWN CASTLE INTL | $2,581,000 | +8.1% | 15,000 | 0.0% | 2.23% | +8.3% | |
| NEWR | NEW RELIC INC | $1,844,000 | -6.0% | 30,000 | 0.0% | 1.59% | -5.9% | |
| GDOT | GREEN DOT CORPcl a | $1,602,000 | -18.0% | 35,000 | 0.0% | 1.38% | -17.8% | |
| ZUO | ZUORA INC | $185,000 | +6.3% | 12,500 | 0.0% | 0.16% | +6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-27
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.