SEC 13F Intelligence

Managers / Q4 2018 · view latest →

CYPRESS FUNDS LLC

CIK 0001081198 · 515 S. FLOWER ST., SUITE 4150, LOS ANGELES, CA, 90071 · 213-891-6375

Reported Value
$401M
Q4 2018
Positions
14
Filings on Record
31
2019–present window
Filed
Feb 7, 2019
original filing

Summary

Cypress Funds LLC reported $401M in U.S.-listed holdings across 14 positions for Q4 2018.

Its largest position, BA, represents 12.2% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+84.8%
share of reported value
Largest Position
+12.2%
Boeing

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $401MQ4 ’18Q1 ’19: $630MQ2 ’19: $635MQ3 ’19: $513MQ4 ’19: $539MQ4 ’19Q1 ’20: $478MQ2 ’20: $734MQ3 ’20: $936MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.1BQ2 ’21: $1.2BQ3 ’21: $1.2BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $903MQ2 ’22: $637MQ3 ’22: $556MQ2 ’23: $796MQ2 ’23Q3 ’23: $744MQ4 ’23: $861MQ1 ’24: $932MQ2 ’24: $745MQ2 ’24Q3 ’24: $931MQ4 ’24: $922MQ1 ’25: $1.1BQ2 ’25: $1.2BQ2 ’25Q3 ’25: $763MQ4 ’25: $605MQ1 ’26: $398MQ2 ’26: $398MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $401M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
AMZNAMAZON COM INCNEW+36.0K36.0K+$54M$54M
BABOEING CONEW+152.0K152.0K+$49M$49M
UNHUNITEDHEALTH GROUP INCNEW+165.0K165.0K+$41M$41M
CRMSALESFORCE COM INCNEW+270.0K270.0K+$37M$37M
CHRCHURCHILL DOWNS INCNEW+137.5K137.5K+$34M$34M
INTUINTUITNEW+170.0K170.0K+$33M$33M
MSFTMICROSOFT CORPNEW+289.0K289.0K+$29M$29M
LNGCHENIERE ENERGY INCNEW+425.0K425.0K+$25M$25M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

13 positions
#IssuerClass% PortfolioValueShares
1BABOEING COhistory →COM12.22%$49M152.0K
2AMZNAMAZON COM INChistory →COM11.61%$47M31.0K
3UNHUNITEDHEALTH GROUP INChistory →COM10.25%$41M165.0K
4CRMSALESFORCE COM INChistory →COM9.22%$37M270.0K
5CHRCHURCHILL DOWNS INChistory →COM8.36%$34M137.5K
6INTUINTUIThistory →COM8.34%$33M170.0K
7MSFTMICROSOFT CORPhistory →COM7.32%$29M289.0K
8LNGCHENIERE ENERGY INChistory →COM NEW6.27%$25M425.0K
9XPOXPO LOGISTICS INChistory →COM5.97%$24M420.0K
10RTN1USDRAYTHEON COhistory →COM NEW5.24%$21M137.0K
11LMTLOCKHEED MARTIN CORPhistory →COM5.22%$21M80.0K
12CSODCORNERSTONE ONDEMAND INChistory →COM4.53%$18M360.0K
13METAFACEBOOK INChistory →CL A3.59%$14M110.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$398M14Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$398M14May 12, 2026RESTATEMENTchanges · EDGAR ↗
Q4 2025$605M14Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$763M15Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B16Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B16May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$922M15Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$931M15Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$745M13Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$932M14May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$861M15Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$744M14Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$796M14Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review14May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review13Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$556M13Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$637M15Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$903M16May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B16Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.2B18Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B18Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.1B17May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.1B17Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$936M16Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$734M15Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$478M14May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$539M15Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$513M17Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$635M19Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$630M21May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$401M14Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.