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BRZE position history

The shares of Braze (BRZE) that ShawSpring Partners, LLC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 1,500,413 shares, $63M, 8.3% of portfolio, New
  2. 2025 Q1: 2,373,386 shares, $86M, 11.8% of portfolio, Add +58.2%
  3. 2025 Q2: 2,519,600 shares, $71M, 8.9% of portfolio, Add +6.2%
  4. 2025 Q3: 1,848,244 shares, $53M, 7.8% of portfolio, Reduce −26.6%
  5. 2025 Q4: 1,473,005 shares, $51M, 9.5% of portfolio, Reduce −20.3%
  6. 2026 Q1: 1,112,099 shares, $26M, 9.8% of portfolio, Reduce −24.5%
  7. 2026 Q2: 641,194 shares, $14M, 6.0% of portfolio, Reduce −42.3%
Holdings date Value % of holdings Shares Filing date All 13F holders