ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+4.66
- added+1.46
- trimmed−1.79
- trimmed−2.19
- trimmed−2.52
Positions
| FOURShift4 Payments, Inc. | 14.40% | 1,251,374 | $97M | added+61% | +4.66 pp | 7 q |
| OKTAOkta, Inc. Class A | 13.50% | 990,486 | $91M | added+4% | +1.46 pp | 2 q |
| PCORProcore Technologies, Inc. | 11.69% | 1,077,913 | $79M | trimmed−31% | −1.79 pp | 6 q |
| INTUIntuit Inc | 11.61% | 114,369 | $78M | trimmed−18% | −2.19 pp | 13 q |
| CSGPCoStar Group Inc | 11.24% | 896,034 | $76M | trimmed−34% | −2.52 pp | 4 q |
| MNDYmonday.com Ltd. | 10.78% | 374,221 | $72M | added+33% | −0.38 pp | 7 q |
| BRZEBraze, Inc. Class A | 7.82% | 1,848,244 | $53M | trimmed−27% | −1.12 pp | 4 q |
| NCNOnCino, Inc. | 6.26% | 1,553,659 | $42M | trimmed−46% | −3.93 pp | 6 q |
| BLNDBlend Labs, Inc. | 5.34% | 9,840,605 | $36M | added+10% | +1.63 pp | 15 q |
| VERXVertex, Inc. Class A | 3.99% | 1,081,446 | $27M | added+52% | +0.81 pp | 3 q |
| FWONKLiberty Media Corporation Series C | 3.38% | 217,523 | $23M | new | +3.38 pp | new |