ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 11
- +1 vs. Q2 2025
- Portfolio value
- $672.6M
- −$119.8M (−15.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FOURShift4 Payments, Inc. | CL A | 1,251,374 | $96.9M | 14.4% | +472,652+60.7% | Added | History |
| OKTAOkta, Inc. | CL A | 990,486 | $90.8M | 13.5% | +36,193+3.8% | Added | History |
| PCORProcore Technologies, Inc. | COM | 1,077,913 | $78.6M | 11.7% | −483,700−31.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 114,369 | $78.1M | 11.6% | −24,454−17.6% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 896,034 | $75.6M | 11.2% | −460,026−33.9% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 374,221 | $72.5M | 10.8% | +93,009+33.1% | Added | History |
| BRZEBraze, Inc. | Stock | 1,848,244 | $52.6M | 7.8% | −671,356−26.6% | Reduced | History |
| NCNOnCino, Inc. | COM | 1,553,659 | $42.1M | 6.3% | −1,334,107−46.2% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 9,840,605 | $35.9M | 5.3% | +929,566+10.4% | Added | History |
| VERXVertex, Inc. | Stock | 1,081,446 | $26.8M | 4.0% | +369,001+51.8% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 217,523 | $22.7M | 3.4% | +217,523 | New | History |