ShawSpring Partners LLC 13F Holdings
CIK 0001766908 · BOSTON, MA
As of Sep 30, 2025, ShawSpring Partners LLC reported 11 positions worth $672.6M in its SEC Form 13F filing.
Top 11 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SHIFT4 PAYMENTS INC | FOUR | Technology | 1,251,374 | $96.9M | 14.40% |
| OKTA INC | OKTA | Technology | 990,486 | $90.8M | 13.50% |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 1,077,913 | $78.6M | 11.69% |
| INTUIT INC | INTU | Technology | 114,369 | $78.1M | 11.61% |
| COSTAR GROUP INC | CSGP | Real Estate | 896,034 | $75.6M | 11.24% |
| MONDAYCOM LTD | MNDY | Technology | 374,221 | $72.5M | 10.78% |
| BRAZE INC | BRZE | Technology | 1,848,244 | $52.6M | 7.82% |
| NCINO INC | NCNO | Technology | 1,553,659 | $42.1M | 6.26% |
| BLEND LABS INC | BLND | Technology | 9,840,605 | $35.9M | 5.34% |
| VERTEX INC | VERX | Technology | 1,081,446 | $26.8M | 3.99% |
| LIBERTY MEDIA CORP | FWONK | Communication Services | 217,523 | $22.7M | 3.38% |