13F filing recap · Q2 2024

What did ShawSpring Partners buy in Q2 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$693.33M

Positions

Estimated turnover

34.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

NCNONcino, Inc.$38.66Mreported value+1.23M shares PCORProcore Technologies, Inc.$16.07Mreported value+242.4K shares

Increased positions

BLNDBlend Labs, Inc.$15.85Mreported value+2.49M shares+58.7%

Reduced positions

PPLIIac Inc.$109.88Mreported value-741.5K shares-24.0%FOURShift4 Payments, Inc.$102.87Mreported value-194.0K shares-12.2%HLTHilton Worldwide Holdings Inc.$100.03Mreported value-112.3K shares-19.7%MNDYMonday.com Ltd.$99.82Mreported value-21.3K shares