ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.88
- trimmed−0.78
- added+0.88
- new+10.44
- trimmed+1.69
Positions
| OKTAOkta, Inc. Class A | 14.38% | 883,441 | $76M | trimmed−11% | +0.88 pp | 3 q |
| FOURShift4 Payments, Inc. | 13.62% | 1,148,861 | $72M | trimmed−8% | −0.78 pp | 8 q |
| CSGPCoStar Group Inc | 12.12% | 957,557 | $64M | added+7% | +0.88 pp | 5 q |
| BABAAlibaba Group Holding Limited | 10.44% | 378,155 | $55M | new | +10.44 pp | new |
| BRZEBraze, Inc. Class A | 9.51% | 1,473,005 | $51M | trimmed−20% | +1.69 pp | 5 q |
| PCORProcore Technologies, Inc. | 9.33% | 681,536 | $50M | trimmed−37% | −2.36 pp | 7 q |
| MNDYmonday.com Ltd. | 7.06% | 253,959 | $37M | trimmed−32% | −3.72 pp | 8 q |
| FWONKLiberty Media Corporation Series C | 6.90% | 371,829 | $37M | added+71% | +3.52 pp | 2 q |
| INTUIntuit Inc | 6.33% | 50,721 | $34M | trimmed−56% | −5.28 pp | 14 q |
| BLNDBlend Labs, Inc. | 5.17% | 9,024,099 | $27M | trimmed−8% | −0.17 pp | 16 q |
| AMZNAmazon.Com Inc | 5.15% | 118,438 | $27M | new | +5.15 pp | new |
| NCNOnCino, Inc. | — | −1,553,659 | — | exited | −6.26 pp | — |
| VERXVertex, Inc. Class A | — | −1,081,446 | — | exited | −3.99 pp | — |
