ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 10
- −1 vs. Q4 2024
- Portfolio value
- $727.7M
- −$27.2M (−3.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 166,936 | $102.5M | 14.1% | +81,208+94.7% | Added | History |
| NCNOnCino, Inc. | COM | 3,651,918 | $100.3M | 13.8% | +1,023,062+38.9% | Added | History |
| PCORProcore Technologies, Inc. | COM | 1,437,331 | $94.9M | 13.0% | +240,132+20.1% | Added | History |
| MNDYmonday.com Ltd. | SHS | 378,711 | $92.1M | 12.7% | −10.0% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,148,302 | $91.0M | 12.5% | +238,499+26.2% | Added | History |
| BRZEBraze, Inc. | Stock | 2,373,386 | $85.6M | 11.8% | +872,973+58.2% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 898,874 | $73.4M | 10.1% | −70,874−7.3% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 179,612 | $40.9M | 5.6% | −134,825−42.9% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 8,911,039 | $29.9M | 4.1% | +1,831,874+25.9% | Added | History |
| VERXVertex, Inc. | Stock | 490,162 | $17.2M | 2.4% | +490,162 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.