ShawSpring Partners LLC Q2 2024 13F Holdings & Portfolio | SmartMoneyDB

ShawSpring Partners LLC

BOSTON, MA · CIK 0001766908

Portfolio Value: $693.33M

Positions: 10

Period: 2024-06-30

Filed: 2024-08-14

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

Portfolio Value

$693.33M

Positions

New

Increased

Decreased

Sold Out

ShawSpring Partners LLC Q2 2024 13F Filing Summary

ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $693.33M across 10 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: PPLI$109.88M·FOUR$102.87M·HLT$100.03M·MNDY$99.82M·INTU$82.27M

+2 new1 increased7 reduced

Holdings Heatmap

PPLI15.8% · $109.88M-24.0%FOUR14.8% · $102.87M-12.2%HLT14.4% · $100.03M-19.7%MNDY14.4% · $99.82M-4.9%INTU11.9%-4.6%CPNG9.7%-35.0%

SE8.7% · $60.62M-55.1%NCNO5.6% · $38.66MNew PCOR2.3%New BLND2.3%+58.7%

Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

PROCORE TECHNOLOGIES INC

Largest Adds1

Largest Reductions5

HILTON WORLDWIDE HLDGS INC

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	PPLIIAC INC	$109.88M	2,345,335	15.85%	-24.0%
2	FOURSHIFT4 PMTS INC	$102.87M	1,402,433	14.84%	-12.2%
3	HLTHILTON WORLDWIDE HLDGS INC	$100.03M	458,421	14.43%	-19.7%
4	MNDYMONDAY COM LTD	$99.82M	414,618	14.40%	-4.9%
5	INTUINTUIT	$82.27M	125,177	11.87%	-4.6%
6	CPNGCOUPANG INC	$67.26M	3,210,459	9.70%	-35.0%
7	SESEA LTD	$60.62M	848,797	8.74%	-55.1%
8	NCNONCINO INC	$38.66M	1,229,338	5.58%	New
9	PCORPROCORE TECHNOLOGIES INC	$16.07M	242,407	2.32%	New
10	BLNDBLEND LABS INC	$15.85M	6,716,144	2.29%	+58.7%

Position Changes

Stock	Value	Shares
NCNONCINO INC	$38.66M	1,229,338
PCORPROCORE TECHNOLOGIES INC	$16.07M	242,407

Follow ShawSpring Partners LLC's moves

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