ShawSpring Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BABAAlibaba Group Holding Limited | 16.92% | 409,153 | $39M | added+41% | +3.31 pp | 3 q |
| AMZNAmazon.Com Inc | 16.13% | 157,020 | $37M | trimmed−16% | +1.62 pp | 3 q |
| OKTAOkta, Inc. Class A | 13.80% | 234,744 | $32M | trimmed−58% | −2.82 pp | 5 q |
| ZSZscaler, Inc. | 10.18% | 167,305 | $24M | trimmed−17% | −0.33 pp | 2 q |
| CRCrane Company | 7.82% | 81,370 | $18M | new | +7.82 pp | new |
| MSFTMicrosoft Corp | 7.31% | 45,495 | $17M | new | +7.31 pp | new |
| FWONKLiberty Media Corporation Series C | 7.00% | 170,806 | $16M | trimmed−16% | +0.55 pp | 4 q |
| CPNGCoupang, Inc. | 6.89% | 920,068 | $16M | added+2% | +0.50 pp | 2 q |
| BRZEBraze, Inc. Class A | 5.99% | 641,194 | $14M | trimmed−42% | −3.82 pp | 7 q |
| GDSGDS Holdings Limited | 4.92% | 380,078 | $11M | added+71% | +1.58 pp | 2 q |
| CEGConstellation Energy Corporation | 3.04% | 28,451 | $7M | added+23% | +0.62 pp | 2 q |
| INTUIntuit Inc | — | −40,939 | — | exited | −6.61 pp | — |
| CSGPCoStar Group Inc | — | −339,081 | — | exited | −5.11 pp | — |
| PCORProcore Technologies, Inc. | — | −216,756 | — | exited | −4.62 pp | — |
