CYPRESS FUNDS LLC — 13F holdings

CYPRESS FUNDS LLC reported 14 holdings worth $314M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AMZN AMAZON COM INC — $47.3M (15.1%)
2. NVDA NVIDIA CORPORATION — $36.9M (11.8%)
3. MSFT MICROSOFT CORP — $33.4M (10.6%)
4. AVGO BROADCOM INC — $24.8M (7.9%)
5. MA MASTERCARD INCORPORATED — $21.7M (6.9%)
6. FICO FAIR ISAAC CORP — $21.2M (6.7%)
7. CDNS CADENCE DESIGN SYSTEM INC — $21.2M (6.7%)
8. WMT WALMART INC — $20.6M (6.6%)
9. TDG TRANSDIGM GROUP INC — $20.1M (6.4%)
10. SPGI S&P GLOBAL INC — $19.4M (6.2%)