ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| OKTAOkta, Inc. Class A | 16.62% | 565,036 | $44M | trimmed−36% | +2.24 pp | 4 q |
| AMZNAmazon.Com Inc | 14.51% | 186,499 | $39M | added+57% | +9.36 pp | 2 q |
| BABAAlibaba Group Holding Limited | 13.61% | 290,261 | $36M | trimmed−23% | +3.17 pp | 2 q |
| ZSZscaler, Inc. | 10.51% | 200,416 | $28M | new | +10.51 pp | new |
| BRZEBraze, Inc. Class A | 9.81% | 1,112,099 | $26M | trimmed−25% | +0.30 pp | 6 q |
| INTUIntuit Inc | 6.61% | 40,939 | $18M | trimmed−19% | +0.28 pp | 15 q |
| FWONKLiberty Media Corporation Series C | 6.45% | 202,928 | $17M | trimmed−45% | −0.45 pp | 3 q |
| CPNGCoupang, Inc. | 6.39% | 906,291 | $17M | new | +6.39 pp | new |
| CSGPCoStar Group Inc | 5.11% | 339,081 | $14M | trimmed−65% | −7.01 pp | 6 q |
| PCORProcore Technologies, Inc. | 4.62% | 216,756 | $12M | trimmed−68% | −4.71 pp | 8 q |
| GDSGDS Holdings Limited | 3.34% | 221,782 | $9M | new | +3.34 pp | new |
| CEGConstellation Energy Corporation | 2.42% | 23,167 | $6M | new | +2.42 pp | new |
| FOURShift4 Payments, Inc. | — | −1,148,861 | — | exited | −13.62 pp | — |
| MNDYmonday.com Ltd. | — | −253,959 | — | exited | −7.06 pp | — |
| BLNDBlend Labs, Inc. | — | −9,024,099 | — | exited | −5.17 pp | — |
