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ShawSpring Partners

Dennis Hong

Period

Q4 2025

Portfolio Date

31 Dec 2025

Stocks Held

11

Market Value

$531.1M

Top 5 Holdings

1
OKTA

$OKTA

Okta, Inc.

14.38%

% of Portfolio

2
FOUR

$FOUR

Shift4 Payments, Inc.

13.62%

% of Portfolio

3
CSGP

$CSGP

CoStar Group, Inc.

12.12%

% of Portfolio

4
BABA

$BABA

Alibaba Group Holding Limited

10.44%

% of Portfolio

5
BRZE

$BRZE

Braze, Inc.

9.51%

% of Portfolio

All Holdings

1
OKTA

$OKTA

14.38%

2
FOUR

$FOUR

13.62%

3
CSGP

$CSGP

12.12%

4
BABA

$BABA

10.44%

5
BRZE

$BRZE

9.51%

6
PCOR

$PCOR

9.33%

7
MNDY

$MNDY

7.06%

8
FWONK

$FWONK

6.9%

9
INTU

$INTU

6.33%

10
BLND

$BLND

5.17%

11
AMZN

$AMZN

5.15%

Recent Sells

1NCNO - nCino, Inc.1,553,659 shares
2VERX - Vertex, Inc.1,081,446 shares
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The information provided in this application is for general reference and educational purposes only and does not take into account any individual's specific investment objectives, financial situation, or particular needs. The 13F holdings data and insider trading information contained in this application are derived from public filings with the U.S. Securities and Exchange Commission (SEC). While 13F Hub strives for accuracy, we do not guarantee the accuracy, completeness, or timeliness of such data. Nothing in this application constitutes investment advice, an offer to buy or sell securities, or a recommendation of any kind. Investors should consult an independent professional financial advisor before making any investment decisions. Any investment decisions made based on or in reliance upon the information contained in this application are at the user's sole risk, and 13F Hub shall not be liable for any direct or indirect losses or liabilities.