Cypress Funds Llc Buys Micron Technology Inc, Twilio Inc, Roku Inc, Sells Churchill Downs Inc, Cornerstone OnDemand Inc, XPO Logistics Inc

• New Purchases: MU, TWLO, ROKU, ZEN, OKTA, STX, NFLX,
• Added Positions: BA, FB, LMT, AMZN, RTN,
• Reduced Positions: XPO,
• Sold Out: CHDN, CSOD,

For the details of CYPRESS FUNDS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cypress+funds+llc/current-portfolio/portfolio

1. Boeing Co (BA) - 189,000 shares, 11.44% of the total portfolio. Shares added by 24.34%
2. Amazon.com Inc (AMZN) - 33,500 shares, 9.46% of the total portfolio. Shares added by 8.06%
3. Intuit Inc (INTU) - 170,000 shares, 7.05% of the total portfolio.
4. Salesforce.com Inc (CRM) - 270,000 shares, 6.78% of the total portfolio.
5. UnitedHealth Group Inc (UNH) - 165,000 shares, 6.47% of the total portfolio.

Cypress Funds Llc initiated holding in Micron Technology Inc. The purchase prices were between $31 and $43.99, with an estimated average price of $38.53. The stock is now traded at around $38.50. The impact to a portfolio due to this purchase was 4.29%. The holding were 655,000 shares as of .

Cypress Funds Llc initiated holding in Twilio Inc. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $131.08. The impact to a portfolio due to this purchase was 3.69%. The holding were 180,000 shares as of .

Cypress Funds Llc initiated holding in Roku Inc. The purchase prices were between $30.1 and $74.12, with an estimated average price of $52.91. The stock is now traded at around $82.83. The impact to a portfolio due to this purchase was 3.58%. The holding were 350,000 shares as of .

Cypress Funds Llc initiated holding in Zendesk Inc. The purchase prices were between $55.54 and $85.64, with an estimated average price of $73.11. The stock is now traded at around $85.49. The impact to a portfolio due to this purchase was 3.44%. The holding were 255,000 shares as of .

Cypress Funds Llc initiated holding in Okta Inc. The purchase prices were between $59.56 and $86.43, with an estimated average price of $78.99. The stock is now traded at around $103.83. The impact to a portfolio due to this purchase was 3.41%. The holding were 260,000 shares as of .

Cypress Funds Llc initiated holding in Seagate Technology PLC. The purchase prices were between $36.52 and $48.98, with an estimated average price of $44.22. The stock is now traded at around $44.61. The impact to a portfolio due to this purchase was 2.66%. The holding were 350,000 shares as of .

Cypress Funds Llc added to a holding in Boeing Co by 24.34%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $343.04. The impact to a portfolio due to this purchase was 2.24%. The holding were 189,000 shares as of .

Cypress Funds Llc added to a holding in Facebook Inc by 36.36%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $180.73. The impact to a portfolio due to this purchase was 1.06%. The holding were 150,000 shares as of .

Cypress Funds Llc added to a holding in Lockheed Martin Corp by 25.00%. The purchase prices were between $258.08 and $309.47, with an estimated average price of $292.83. The stock is now traded at around $336.17. The impact to a portfolio due to this purchase was 0.95%. The holding were 100,000 shares as of .

Cypress Funds Llc sold out a holding in Churchill Downs Inc. The sale prices were between $77.54 and $97.65, with an estimated average price of $89.28.

Cypress Funds Llc sold out a holding in Cornerstone OnDemand Inc. The sale prices were between $48.29 and $60.11, with an estimated average price of $55.23.