Shawspring Partners Llc (Dennis Hong)
Basic Stats
Market Value
792.38M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
10 (0)
Avg. Holding Period
6 years
Turnover
0.2%
Industry Breakdown
Services-prepackaged Software
72.8%
Services-business Services, Nec
23.5%
Services-computer Programming, Data Processing, Etc.
3.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 INTU | Intuit | 109.34M | 13.8% | 138.8K | -16.8% | -28.1K | 788.00 | 0.0% |
 CSGP | Costar Group Inc | 109.03M | 13.8% | 1.4M | 18.1% | 207.8K | 80.00 | 0.3% |
 PCOR | Procore Technologies Inc | 106.85M | 13.5% | 1.6M | 8.6% | 124.3K | 68.00 | 1.0% |
 OKTA | Okta Inc | 95.40M | 12.0% | 954.3K | New Buy | 954.3K | 100.00 | 0.5% |
 MNDY | Monday Com Ltd | 88.44M | 11.2% | 281.2K | -25.7% | -97.5K | 314.00 | 0.6% |
 NCNO | Ncino Inc | 80.77M | 10.2% | 2.9M | -20.9% | -764.2K | 28.00 | 2.5% |
 FOUR | Shift4 Pmts Inc | 77.18M | 9.7% | 778.7K | -13.4% | -120.2K | 99.00 | 1.1% |
 BRZE | Braze Inc | 70.80M | 8.9% | 2.5M | 6.2% | 146.2K | 28.00 | 2.4% |
 BLND | Blend Labs Inc | 29.41M | 3.7% | 8.9M | — | — | 3.00 | 3.4% |
 VERX | Vertex Inc | 25.17M | 3.2% | 712.4K | 45.3% | 222.3K | 35.00 | 0.4% |
 HLT | Hilton Worldwide Hldgs Inc | — | — | — | Sold Out | -179.6K | 130.00 | — |