ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| PPLIPeople Incorporated | 15.85% | 2,345,335 | $110M | trimmed−24% | −5.30 pp | 13 q |
| FOURShift4 Payments, Inc. | 14.84% | 1,402,433 | $103M | trimmed−12% | +1.29 pp | 2 q |
| HLTHilton Worldwide Holdings Inc. | 14.43% | 458,421 | $100M | trimmed−20% | −1.20 pp | 9 q |
| MNDYmonday.com Ltd. | 14.40% | 414,618 | $100M | trimmed−5% | +1.76 pp | 2 q |
| INTUIntuit Inc | 11.87% | 125,177 | $82M | trimmed−5% | +0.92 pp | 8 q |
| CPNGCoupang, Inc. | 9.70% | 3,210,459 | $67M | trimmed−35% | −1.58 pp | 10 q |
| SESea Limited | 8.74% | 848,797 | $61M | trimmed−55% | −4.30 pp | 22 q |
| NCNOnCino, Inc. | 5.58% | 1,229,338 | $39M | new | +5.58 pp | new |
| PCORProcore Technologies, Inc. | 2.32% | 242,407 | $16M | new | +2.32 pp | new |
| BLNDBlend Labs, Inc. | 2.29% | 6,716,144 | $16M | added+59% | +0.52 pp | 10 q |
