Dennis Hong - ShawSpring Partners Portfolio Holdings
As of Jun 30, 2025, the ShawSpring Partners portfolio holdings is valued at approximately $792,381,550.00 featuring 10 publicly traded holdings. This in-depth profile highlights the top investments led by INTUIT (INTU), COSTAR GROUP INC (CSGP), PROCORE TECHNOLOGIES INC (PCOR), OKTA INC (OKTA), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
ShawSpring Partners's stock portfolio spans 10 holdings across 3 sectors, with a total market value of $792,381,550.00. The Technology sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. INTUIT remains the single largest position at 13.8% of all equity investments.
Complete Holdings
Showing 10 of 10 holdings.
| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | INTUIT | INTU | Technology | 13.80% | 138,823 | -28,113 | -16.84% | $109,341,159.00 |
| 2 | COSTAR GROUP INC | CSGP | Real Estate | 13.76% | 1,356,060 | +207,758 | +18.09% | $109,027,224.00 |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | Technology | 13.48% | 1,561,613 | +124,282 | +8.65% | $106,845,561.00 |
| 4 | OKTA INC | OKTA | Technology | 12.04% | 954,293 | +954,293 | +100.00% | $95,400,671.00 |
| 5 | MONDAY COM LTD | MNDY | Other | 11.16% | 281,212 | -97,499 | -25.74% | $88,435,550.00 |
| 6 | NCINO INC | NCNO | Technology | 10.19% | 2,887,766 | -764,152 | -20.92% | $80,770,815.00 |
| 7 | SHIFT4 PMTS INC | FOUR | Technology | 9.74% | 778,722 | -120,152 | -13.37% | $77,179,137.00 |
| 8 | BRAZE INC | BRZE | Technology | 8.94% | 2,519,600 | +146,214 | +6.16% | $70,800,760.00 |
| 9 | BLEND LABS INC | BLND | Technology | 3.71% | 8,911,039 | - | - | $29,406,429.00 |
| 10 | VERTEX INC | VERX | Technology | 3.18% | 712,445 | +222,283 | +45.35% | $25,174,244.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Technology | 75.08% | $594,918,776.00 |
| Real Estate | 13.76% | $109,027,224.00 |
| Other | 11.16% | $88,435,550.00 |
Portfolio insights
As of Jun 30, 2025, the ShawSpring Partners portfolio holds 10 securities valued at $792,381,550.00. The Technology sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.