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Portfolio (Quarterly) Guide ↗

CYPRESS FUNDS LLC

· CIK 0001081198
13F Portfolio $398M AUM 14 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2025 Q4 2024 · All 2 New 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WMT Walmart Inc Consumer Defensive 252,084.0 $31.3M 7.88% NEW $124.28 -2.8%
2 Libety Media Corp-Liberty Formula one 185,397.0 $15.8M 3.96% NEW $85.02

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.2%
Consumer Cyclical 15.0%
Financial Services 14.9%
Consumer Defensive 8.2%
Communication Services 6.5%
Industrials 6.3%