ShawSpring Partners LLC
BOSTON, MA · CIK 0001766908
Portfolio Value: $792.38M
Positions: 10
Period: 2025-06-30
Filed: 2025-08-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018
Portfolio Value
$792.38M
Positions
10
New
1
Increased
4
Decreased
4
Sold Out
13
ShawSpring Partners LLC Q2 2025 13F Filing Summary
ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $792.38M across 10 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). Top holdings include INTU ($109.34M), CSGP ($109.03M), PCOR ($106.85M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 new positions, 4 increases, 4 reductions, 13 complete exits. Notable new buy: OKTA ($95.40M). Notable exits: HLT, IAC, SE.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | INTUINTUIT COM | $109.34M | 13.80% | -16.8% |
| 2 | CSGPCOSTAR GROUP INC COM | $109.03M | 13.76% | +18.1% |
| 3 | PCORPROCORE TECHNOLOGIES INC COM | $106.85M | 13.48% | +8.6% |
| 4 | OKTAOKTA INC CL A | $95.40M | 12.04% | New |
| 5 | MNDYMONDAY COM LTD SHS | $88.44M | 11.16% | -25.7% |
| 6 | NCNONCINO INC COM | $80.77M | 10.19% | -20.9% |
| 7 | FOURSHIFT4 PMTS INC CL A | $77.18M | 9.74% | -13.4% |
| 8 | BRZEBRAZE INC COM CL A | $70.80M | 8.94% | +6.2% |
| 9 | BLNDBLEND LABS INC CL A | $29.41M | 3.71% | - |
| 10 | VERXVERTEX INC CL A | $25.17M | 3.18% | +45.3% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
OKTAOKTA INC | $95.40M | 954,293 |