Shawspring Partners Llc (Dennis Hong)
Basic Stats
Market Value
791.59M
Top 10 (%)
100.00%
Portfolio Size (Change from Prev.)
10 (0)
Avg. Holding Period
8 years
Turnover
0.00%
Industry Breakdown
Services-prepackaged Software
42.49%
Services-business Services, Nec
14.77%
Services-computer Programming, Data Processing, Etc.
13.88%
Services-miscellaneous Business Services
11.23%
Retail-catalog & Mail-order Houses
9.19%
Hotels & Motels
8.43%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FOUR | Shift4 Pmts Inc | 116.94M | 14.77% | 1.32M | -5.89% | -82.55K | $88.60 | 1.93% |
 MNDY | Monday Com Ltd | 97.37M | 12.30% | 350.53K | -15.46% | -64.09K | $277.77 | 0.70% |
 SE | Sea Ltd | 88.92M | 11.23% | 943.18K | 11.12% | 94.38K | $94.28 | 0.16% |
 PCOR | Procore Technologies Inc | 88.76M | 11.21% | 1.44M | 493.25% | 1.20M | $61.72 | 0.97% |
 IAC | Iac Inc | 85.03M | 10.74% | 1.58M | -32.64% | -765.41K | $53.82 | 1.90% |
 NCNO | Ncino Inc | 83.83M | 10.59% | 2.65M | 115.86% | 1.42M | $31.59 | 2.30% |
 CPNG | Coupang Inc | 72.75M | 9.19% | 2.96M | -7.70% | -247.11K | $24.55 | 0.17% |
 HLT | Hilton Worldwide Hldgs Inc | 66.71M | 8.43% | 289.42K | -36.87% | -169.00K | $230.50 | 0.12% |
 INTU | Intuit | 66.42M | 8.39% | 106.95K | -14.56% | -18.23K | $621.00 | 0.04% |
 BLND | Blend Labs Inc | 24.86M | 3.14% | 6.63M | -1.28% | -86.15K | $3.75 | 2.60% |