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 2023-05-10). Their last reported 13F filing for Q2 2023 included $795,729,109 in managed 13F securities
and a top 10 holdings concentration of 87.44%. Cypress Funds's largest holding is Microsoft Corp. with shares held of 344,655. Cypress Funds has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings, and 7 13G filings
[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.
You are limited to the prior 8 quarters of 13F filings.
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for CYPRESS FUNDS LLC
Portfolio Analysis
Classifications:
Q2 2023:
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Consistent Across Past 12 Quarters:
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Type of 13F Disclosure
13F Holdings Report
% of holdings ETF
0.0
% of top 20 holdings the same as top 20 most commonly held by all managers
20.0%
ALL HOLDINGS
TOP-20 HOLDINGS
min
max
mean
median
min
max
mean
median
Market Cap
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Time Held (# of quarters)
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Stock BETA (1-yr)
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Price/Earnings
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Dividend Yield
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Earnings Per Share
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Piotroski Score
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Book Value Per Share
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Price to Book
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Tangible Book Value Per Share
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Rev. Growth
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EPS Growth
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Current Ratio
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Quick Ratio
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Enterprise Value
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Debt to Equity
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Price to Sales
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Altman Z-Score
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Sector Allocation
4.225% (ENERGY)
55.179% (INFORMATION TECHNOLOGY)
16.667%
8.392%
4.225% (ENERGY)
55.179% (INFORMATION TECHNOLOGY)
16.667%
8.392%
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14
Performance
for Q2 2023:
14.11%
Performance Last 4 Quarters:
36.48%
Performance Metrics
Stdev (5-yrs):
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BETA (5-yrs):
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ALPHA (3-yrs):
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Max Drawdown (all-years):
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Annualized Perf (3-yrs):
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Batting Avg vs S&P. (3-yrs):
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Sortino (3-yrs):
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Stutzer (3-yrs):
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Treynor (3-yrs):
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Sterling (3-yrs):
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Calmar (3-yrs):
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Information Ratio (3-yrs):
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Tracking Error (3 yrs):
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Stdev Down (3-yrs):
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Winning Months %:
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Losing Months %:
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Best 12 Months:
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Worst 12 Months:
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Efficiency Ratio (3-yrs):
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Sharpe:
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Stdev Sectors:
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Skewness (3-yrs):
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Kurtosis (3-yrs):
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Upside Potential (3-yrs):
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CSV Export Module
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