ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| INTUIntuit Inc | 13.80% | 138,823 | $109M | trimmed−17% | −0.28 pp | 12 q |
| CSGPCoStar Group Inc | 13.76% | 1,356,060 | $109M | added+18% | +1.26 pp | 3 q |
| PCORProcore Technologies, Inc. | 13.48% | 1,561,613 | $107M | added+9% | +0.44 pp | 5 q |
| OKTAOkta, Inc. Class A | 12.04% | 954,293 | $95M | new | +12.04 pp | new |
| MNDYmonday.com Ltd. | 11.16% | 281,212 | $88M | trimmed−26% | −1.49 pp | 6 q |
| NCNOnCino, Inc. | 10.19% | 2,887,766 | $81M | trimmed−21% | −3.59 pp | 5 q |
| FOURShift4 Payments, Inc. | 9.74% | 778,722 | $77M | trimmed−13% | −0.35 pp | 6 q |
| BRZEBraze, Inc. Class A | 8.94% | 2,519,600 | $71M | added+6% | −2.83 pp | 3 q |
| BLNDBlend Labs, Inc. | 3.71% | 8,911,039 | $29M | held | — | 14 q |
| VERXVertex, Inc. Class A | 3.18% | 712,445 | $25M | added+45% | +0.82 pp | 2 q |
| HLTHilton Worldwide Holdings Inc. | — | −179,612 | — | exited | −5.62 pp | — |
