ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+6.94
- added+2.09
- added+1.16
- trimmed+0.84
- added+3.87
Positions
| INTUIntuit Inc | 14.08% | 166,936 | $102M | added+95% | +6.94 pp | 11 q |
| NCNOnCino, Inc. | 13.78% | 3,651,918 | $100M | added+39% | +2.09 pp | 4 q |
| PCORProcore Technologies, Inc. | 13.04% | 1,437,331 | $95M | added+20% | +1.16 pp | 4 q |
| MNDYmonday.com Ltd. | 12.65% | 378,711 | $92M | trimmed0% | +0.84 pp | 5 q |
| CSGPCoStar Group Inc | 12.50% | 1,148,302 | $91M | added+26% | +3.87 pp | 2 q |
| BRZEBraze, Inc. Class A | 11.77% | 2,373,386 | $86M | added+58% | +3.45 pp | 2 q |
| FOURShift4 Payments, Inc. | 10.09% | 898,874 | $73M | trimmed−7% | −3.24 pp | 5 q |
| HLTHilton Worldwide Holdings Inc. | 5.62% | 179,612 | $41M | trimmed−43% | −4.67 pp | 12 q |
| BLNDBlend Labs, Inc. | 4.10% | 8,911,039 | $30M | added+26% | +0.15 pp | 13 q |
| VERXVertex, Inc. Class A | 2.36% | 490,162 | $17M | new | +2.36 pp | new |
| PPLIPeople Incorporated | — | −1,490,081 | — | exited | −8.52 pp | — |
| SESea Limited | — | −315,538 | — | exited | −4.43 pp | — |