Shawspring Partners Llc (Dennis Hong)
Basic Stats
Market Value
727.74M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
10 (-1)
Avg. Holding Period
8 years
Turnover
0.3%
Industry Breakdown
Services-prepackaged Software
15.4%
Hotels & Motels
5.6%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 INTUIT | Intuit | 102.50M | 14.1% | 166.9K | 94.7% | 81.2K | 614.00 | — |
 NCINO INC | Ncino Inc | 100.32M | 13.8% | 3.7M | 38.9% | 1.0M | 27.00 | — |
 PCOR | Procore Technologies Inc | 94.89M | 13.0% | 1.4M | 20.1% | 240.1K | 66.00 | 1.0% |
 MONDAY COM LTD | Monday Com Ltd | 92.09M | 12.7% | 378.7K | -0.0% | -1.0 | 243.00 | — |
 COSTAR GROUP INC | Costar Group Inc | 90.98M | 12.5% | 1.1M | 26.2% | 238.5K | 79.00 | — |
 BRAZE INC | Braze Inc | 85.63M | 11.8% | 2.4M | 58.2% | 873.0K | 36.00 | — |
 SHIFT4 PMTS INC | Shift4 Pmts Inc | 73.45M | 10.1% | 898.9K | -7.3% | -70.9K | 82.00 | — |
 HLT | Hilton Worldwide Hldgs Inc | 40.87M | 5.6% | 179.6K | -42.9% | -134.8K | 228.00 | 0.1% |
 BLEND LABS INC | Blend Labs Inc | 29.85M | 4.1% | 8.9M | 25.9% | 1.8M | 3.00 | — |
 VERX | Vertex Inc | 17.16M | 2.4% | 490.2K | New Buy | 490.2K | 35.00 | 0.3% |
 IAC | Iac Inc | — | — | — | Sold Out | -1.5M | 116.00 | — |
 SE | Sea Ltd | — | — | — | Sold Out | -315.5K | 76.00 | — |