Dennis Hong - ShawSpring Partners Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the ShawSpring Partners portfolio holdings is valued at approximately $792.38M, 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), MONDAY COM LTD (MNDY), 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 different sectors, with a total market value of $792.38M. The Technology sector represents the largest allocation, while the top holdings account for nearly 64% of the total portfolio value. INTUIT remains single largest position at 13.8% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
ShawSpring Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| INTU INTUIT | 13.80% | $109,341,159 |
| CSGP COSTAR GROUP INC | 13.76% | $109,027,224 |
| PCOR PROCORE TECHNOLOGIES INC | 13.48% | $106,845,561 |
| OKTA OKTA INC | 12.04% | $95,400,671 |
| MNDY MONDAY COM LTD | 11.16% | $88,435,550 |
| NCNO NCINO INC | 10.19% | $80,770,815 |
| FOUR SHIFT4 PMTS INC | 9.74% | $77,179,137 |
| BRZE BRAZE INC | 8.94% | $70,800,760 |
| BLND BLEND LABS INC | 3.71% | $29,406,429 |
| VERX VERTEX INC | 3.18% | $25,174,244 |