ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.44
- trimmed+0.67
- added−0.49
- trimmed+1.10
- added+1.86
Positions
| FOURShift4 Payments, Inc. | 13.33% | 969,748 | $101M | trimmed−27% | −1.44 pp | 4 q |
| PCORProcore Technologies, Inc. | 11.88% | 1,197,199 | $90M | trimmed−17% | +0.67 pp | 3 q |
| MNDYmonday.com Ltd. | 11.81% | 378,712 | $89M | added+8% | −0.49 pp | 4 q |
| NCNOnCino, Inc. | 11.69% | 2,628,856 | $88M | trimmed−1% | +1.10 pp | 3 q |
| HLTHilton Worldwide Holdings Inc. | 10.29% | 314,437 | $78M | added+9% | +1.86 pp | 11 q |
| CSGPCoStar Group Inc | 8.63% | 909,803 | $65M | new | +8.63 pp | new |
| PPLIPeople Incorporated | 8.52% | 1,490,081 | $64M | trimmed−6% | −2.22 pp | 15 q |
| BRZEBraze, Inc. Class A | 8.32% | 1,500,413 | $63M | new | +8.32 pp | new |
| INTUIntuit Inc | 7.14% | 85,728 | $54M | trimmed−20% | −1.25 pp | 10 q |
| SESea Limited | 4.43% | 315,538 | $33M | trimmed−67% | −6.80 pp | 24 q |
| BLNDBlend Labs, Inc. | 3.95% | 7,079,165 | $30M | added+7% | +0.81 pp | 12 q |
| CPNGCoupang, Inc. | — | −2,963,346 | — | exited | −9.19 pp | — |
