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CYPRESS FUNDS LLC

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LOS ANGELES CA Investment Advisor Hedge Fund
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Cypress Funds is based out of Los Angeles. Cypress Funds is a hedge fund with 3 clients and discretionary assets under management (AUM) of $783,108,638 (Form ADV from 2023-10-13). Their last reported 13F filing for Q4 2023 included $860,643,328 in managed 13F securities and a top 10 holdings concentration of 87.64%. Cypress Funds's largest holding is Microsoft Corp. with shares held of 344,655. Whalewisdom has at least 80 13F filings, and 7 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
F Ford Motor Co. 5.41%
HES Hess Corp 5.08%
AAPL Apple Inc 1.61%
QCOM QUALCOMM Inc. 1.33%
NVDA NVIDIA Corp. 1.07%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 15.06%
NVDA NVIDIA Corp. 12.37%
AMZN Amazon.com Inc. 11.52%
FICO Fair Isaac Corp 10.9%
BA Boeing Company 10.6%

2023-12-31

13F Activity

Market Value $0.86b, Prior: $0.74b
New Purchases 3 stocks
Added To 2 stocks
Sold out of 2 stocks
Reduced holdings in 5 stocks
Top 10 Holdings % 87.64%
Turnover %[1] 33.33%
Turnover Alt %[2] 13.26%
Time Held Top 20 13.2 quarters
Time Held Top 10 10.3 quarters
Time Held All 13.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance