ShawSpring Partners LLC Q2 2025 13F Holdings & Portfolio | SmartMoneyDB

ShawSpring Partners LLC

BOSTON, MA · CIK 0001766908

Portfolio Value: $792.38M

Positions: 10

Period: 2025-06-30

Filed: 2025-08-14

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

Portfolio Value

$792.38M

Positions

New

Increased

Decreased

Sold Out

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). The top 10 positions account for 100.0% of the portfolio.

Top holdings: INTU$109.34M·CSGP$109.03M·PCOR$106.85M·OKTA$95.40M·MNDY$88.44M

+1 new4 increased4 reduced1 exits

Holdings Heatmap

INTU13.8% · $109.34M-16.8%CSGP13.8% · $109.03M+18.1%PCOR13.5% · $106.85M+8.6%OKTA12.0% · $95.40MNew MNDY11.2%-25.7%NCNO10.2%-20.9%

FOUR9.7% · $77.18M-13.4%BRZE8.9% · $70.80M+6.2%BLND3.7%VERX3.2%+45.3%

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

Largest Trades This Quarter

New Positions1

Largest Adds4

PROCORE TECHNOLOGIES INC

Largest Reductions4

Exits1

HILTON WORLDWIDE HLDGS INC

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All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	INTUINTUIT	$109.34M	138,823	13.80%	-16.8%
2	CSGPCOSTAR GROUP INC	$109.03M	1,356,060	13.76%	+18.1%
3	PCORPROCORE TECHNOLOGIES INC	$106.85M	1,561,613	13.48%	+8.6%
4	OKTAOKTA INC	$95.40M	954,293	12.04%	New
5	MNDYMONDAY COM LTD	$88.44M	281,212	11.16%	-25.7%
6	NCNONCINO INC	$80.77M	2,887,766	10.19%	-20.9%
7	FOURSHIFT4 PMTS INC	$77.18M	778,722	9.74%	-13.4%
8	BRZEBRAZE INC	$70.80M	2,519,600	8.94%	+6.2%
9	BLNDBLEND LABS INC	$29.41M	8,911,039	3.71%	-
10	VERXVERTEX INC	$25.17M	712,445	3.18%	+45.3%

Position Changes

Stock	Value	Shares
OKTAOKTA INC	$95.40M	954,293

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