ShawSpring Partners LLC Q1 2024 13F Holdings & Portfolio | SmartMoneyDB

ShawSpring Partners LLC

BOSTON, MA · CIK 0001766908

Portfolio Value: $778.67M

Positions: 8

Period: 2024-03-31

Filed: 2024-05-14

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

Portfolio Value

$778.67M

Positions

New

Increased

Decreased

Sold Out

ShawSpring Partners LLC Q1 2024 13F Filing Summary

ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $778.67M across 8 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: PPLI$164.65M·HLT$121.74M·FOUR$105.48M·SE$101.53M·MNDY$98.46M

+2 new1 increased5 reduced

Holdings Heatmap

PPLI21.1% · $164.65M-13.9%HLT15.6% · $121.74M-3.0%FOUR13.5% · $105.48MNew SE13.0%-30.1%MNDY12.6%New CPNG11.3%-21.8%

INTU10.9% · $85.26M-11.1%BLND1.8%+5.8%

Top 8 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

Largest Adds1

Largest Reductions5

HILTON WORLDWIDE HLDGS INC

$121.74M

-3.0%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	PPLIIAC INC	$164.65M	3,086,866	21.15%	-13.9%
2	HLTHILTON WORLDWIDE HLDGS INC	$121.74M	570,709	15.63%	-3.0%
3	FOURSHIFT4 PMTS INC	$105.48M	1,596,421	13.55%	New
4	SESEA LTD	$101.53M	1,890,307	13.04%	-30.1%
5	MNDYMONDAY COM LTD	$98.46M	435,896	12.64%	New
6	CPNGCOUPANG INC	$87.81M	4,936,033	11.28%	-21.8%
7	INTUINTUIT	$85.26M	131,169	10.95%	-11.1%
8	BLNDBLEND LABS INC	$13.75M	4,230,861	1.77%	+5.8%

Position Changes

Stock	Value	Shares
FOURSHIFT4 PMTS INC	$105.48M	1,596,421
MNDYMONDAY COM LTD	$98.46M	435,896

Follow ShawSpring Partners LLC's moves

Get alerts when ShawSpring Partners LLC files new 13F holdings.