ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- 0 vs. Q3 2025
- Portfolio value
- $531.1M
- −$141.5M (−21.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OKTAOkta, Inc. | CL A | 883,441 | $76.4M | 14.4% | −107,045−10.8% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 1,148,861 | $72.3M | 13.6% | −102,513−8.2% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 957,557 | $64.4M | 12.1% | +61,523+6.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 378,155 | $55.4M | 10.4% | +378,155 | New | History |
| BRZEBraze, Inc. | Stock | 1,473,005 | $50.5M | 9.5% | −375,239−20.3% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 681,536 | $49.6M | 9.3% | −396,377−36.8% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 253,959 | $37.5M | 7.1% | −120,262−32.1% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 371,829 | $36.6M | 6.9% | +154,306+70.9% | Added | History |
| INTUIntuit Inc. | Stock | 50,721 | $33.6M | 6.3% | −63,648−55.7% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 9,024,099 | $27.4M | 5.2% | −816,506−8.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 118,438 | $27.3M | 5.1% | +118,438 | New | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.