ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- 0 vs. Q1 2025
- Portfolio value
- $792.4M
- +$64.6M (+8.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 138,823 | $109.3M | 13.8% | −28,113−16.8% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,356,060 | $109.0M | 13.8% | +207,758+18.1% | Added | History |
| PCORProcore Technologies, Inc. | COM | 1,561,613 | $106.8M | 13.5% | +124,282+8.6% | Added | History |
| OKTAOkta, Inc. | CL A | 954,293 | $95.4M | 12.0% | +954,293 | New | History |
| MNDYmonday.com Ltd. | SHS | 281,212 | $88.4M | 11.2% | −97,499−25.7% | Reduced | History |
| NCNOnCino, Inc. | COM | 2,887,766 | $80.8M | 10.2% | −764,152−20.9% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 778,722 | $77.2M | 9.7% | −120,152−13.4% | Reduced | History |
| BRZEBraze, Inc. | Stock | 2,519,600 | $70.8M | 8.9% | +146,214+6.2% | Added | History |
| BLNDBlend Labs, Inc. | CL A | 8,911,039 | $29.4M | 3.7% | 00.0% | Unchanged | History |
| VERXVertex, Inc. | Stock | 712,445 | $25.2M | 3.2% | +222,283+45.3% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.