ShawSpring Partners 2025Q3 Holdings
ShawSpring 合伙 Dennis Hong 13F portfolio details.
Total market value: $672,601,603; holdings: 11; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | FOUR | Shift4 Payments, Inc. | $96,856,348 | 1251374 | 14.4% |
| 2 | OKTA | OKTA INC | $90,827,566 | 990486 | 13.5% |
| 3 | PCOR | Procore Technologies, Inc. | $78,601,416 | 1077913 | 11.69% |
| 4 | INTU | 财捷集团 | $78,103,734 | 114369 | 11.61% |
| 5 | CSGP | 科斯塔 | $75,598,389 | 896034 | 11.24% |
| 6 | MNDY | monday.com Ltd. | $72,482,865 | 374221 | 10.78% |
| 7 | BRZE | Braze, Inc. | $52,564,059 | 1848244 | 7.82% |
| 8 | NCNO | nCino, Inc. | $42,119,695 | 1553659 | 6.26% |
| 9 | BLND | Blend Labs, Inc. | $35,918,208 | 9840605 | 5.34% |
| 10 | VRTX | 福泰制药 | $26,809,046 | 1081446 | 3.99% |
| 11 | FWONK | Liberty Media Corp. | $22,720,277 | 217523 | 3.38% |