ShawSpring Partners LLC

BOSTON, MA · CIK 0001766908

Portfolio Value: $609.16M

Positions: 6

Period: 2023-12-31

Filed: 2024-02-13

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

ShawSpring Partners LLC Q4 2023 13F Filing Summary

ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $609.16M across 6 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: PPLI$187.87M·SE$109.57M·HLT$107.11M·CPNG$102.18M·INTU$92.24M

Holdings Heatmap

PPLI30.8% · $187.87M-2.5%SE18.0% · $109.57M+4.8%HLT17.6% · $107.11M-2.8%CPNG16.8% · $102.18M-13.2%INTU15.1% · $92.24M-2.9%

BLND1.7% · $10.20M-15.3%

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

Largest Reductions5

HILTON WORLDWIDE HLDGS INC

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	PPLIIAC INC	$187.87M	3,586,605	30.84%	-2.5%
2	SESEA LTD	$109.57M	2,705,314	17.99%	+4.8%
3	HLTHILTON WORLDWIDE HLDGS INC	$107.11M	588,222	17.58%	-2.8%
4	CPNGCOUPANG INC	$102.18M	6,311,192	16.77%	-13.2%
5	INTUINTUIT	$92.24M	147,577	15.14%	-2.9%
6	BLNDBLEND LABS INC	$10.20M	4,000,769	1.67%	-15.3%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
SESEA LTD	$109.57M	2,705,314	+124.7K	+4.8%

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