Shawspring Partners Llc (Dennis Hong)
Basic Stats
Market Value
754.92M
Top 10 (%)
96.1%
Portfolio Size (Change from Prev.)
11 (1)
Avg. Holding Period
8 years
Turnover
0.3%
Industry Breakdown
Services-prepackaged Software
50.8%
Services-business Services, Nec
22.0%
Services-computer Programming, Data Processing, Etc.
12.5%
Hotels & Motels
10.3%
Services-miscellaneous Business Services
4.4%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FOUR | Shift4 Pmts Inc | 100.64M | 13.3% | 969.7K | -26.5% | -350.1K | 104.00 | 1.4% |
 PCOR | Procore Technologies Inc | 89.71M | 11.9% | 1.2M | -16.8% | -240.9K | 75.00 | 0.8% |
 MNDY | Monday Com Ltd | 89.16M | 11.8% | 378.7K | 8.0% | 28.2K | 235.00 | 0.8% |
 NCNO | Ncino Inc | 88.28M | 11.7% | 2.6M | -0.9% | -24.8K | 34.00 | 2.3% |
 HLT | Hilton Worldwide Hldgs Inc | 77.72M | 10.3% | 314.4K | 8.6% | 25.0K | 247.00 | 0.1% |
 CSGP | Costar Group Inc | 65.13M | 8.6% | 909.8K | New Buy | 909.8K | 72.00 | 0.2% |
 IAC | Iac Inc | 64.28M | 8.5% | 1.5M | -5.7% | -89.8K | 43.00 | 1.8% |
 BRZE | Braze Inc | 62.84M | 8.3% | 1.5M | New Buy | 1.5M | 42.00 | 1.5% |
 INTU | Intuit | 53.88M | 7.1% | 85.7K | -19.8% | -21.2K | 629.00 | 0.0% |
 SE | Sea Ltd | 33.48M | 4.4% | 315.5K | -66.5% | -627.6K | 106.00 | 0.1% |
 BLND | Blend Labs Inc | 29.80M | 3.9% | 7.1M | 6.8% | 449.2K | 4.00 | 2.8% |
 CPNG | Coupang Inc | — | — | — | Sold Out | -3.0M | 17.00 | — |