CYPRESS GROWTH FUND III LP 13F Holdings
CIK 0000925824 · MENLO PARK, CA
As of Sep 30, 2021, CYPRESS GROWTH FUND III LP reported 32 positions worth
CIK 0000925824 · MENLO PARK, CA
As of Sep 30, 2021, CYPRESS GROWTH FUND III LP reported 32 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 20,000 | $7.8K | 6.57% |
| FIVE9 INC | FIVN | Technology | 40,000 | $6.4K | 5.37% |
| INTUIT INC | INTU | Technology | 11,800 | $6.4K | 5.35% |
| PALO ALTO NETWORKS INC | PANW | Technology | 13,000 | $6.2K | 5.23% |
| MICROCHIP TECHNOLOGY INC | MCHP | Technology | 39,000 | $6.0K | 5.03% |
| ARISTA NETWORKS INC | ANET | Technology | 16,000 | $5.5K | 4.62% |
| KLA CORP | KLAC | Technology | 16,000 | $5.4K | 4.50% |
| ALPHABET INC | GOOG | Equity | 2,000 | $5.3K | 4.49% |
| LABCORP HOLDINGS INC | LH | Healthcare | 19,000 | $5.3K | 4.49% |
| BROADCOM INC | AVGO | Technology | 10,000 | $4.8K | 4.07% |
| NUANCE COMMUNICATIONS INC | NUAN | Technology | 80,000 | $4.4K | 3.70% |
| RINGCENTRAL INC | RNG | Technology | 19,000 | $4.1K | 3.47% |
| CVS HEALTH CORP | CVS | Healthcare | 45,000 | $3.8K | 3.21% |
| WORKDAY INC | WDAY | Technology | 15,000 | $3.7K | 3.15% |
| FIREEYE INC | — | — | 210,000 | $3.7K | 3.14% |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 35,000 | $3.7K | 3.08% |
| META PLATFORMS INC | META | Communication Services | 10,000 | $3.4K | 2.85% |
| ANALOG DEVICES INC | ADI | Technology | 20,160 | $3.4K | 2.84% |
| ALPHABET INC | GOOGL | Equity | 1,203 | $3.2K | 2.69% |
| CLOUDERA INC | CLDR | Technology | 200,500 | $3.2K | 2.69% |
| MAXLINEAR INC | MXL | Technology | 60,000 | $3.0K | 2.48% |
| CHEGG INC | CHGG | Consumer Defensive | 42,000 | $2.9K | 2.40% |
| CROWN CASTLE INC | CCI | Real Estate | 15,000 | $2.6K | 2.18% |
| NEW RELIC INC | NEWR | Technology | 30,000 | $2.2K | 1.81% |
| UPWORK INC | UPWK | Industrials | 45,000 | $2.0K | 1.70% |