ShawSpring Partners LLC
BOSTON, MA · CIK 0001766908
Portfolio Value: $531.11M
Positions: 11
Period: 2025-12-31
Filed: 2026-02-13
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
$531.11M
Positions
11
New
2
Increased
2
Decreased
7
Sold Out
15
ShawSpring Partners LLC Q4 2025 13F Filing Summary
ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $531.11M across 11 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). Top holdings include OKTA ($76.39M), FOUR ($72.34M), CSGP ($64.39M). The top 10 positions account for 94.9% of the portfolio. This quarter saw 2 new positions, 2 increases, 7 reductions, 15 complete exits. Notable new buys: BABA ($55.43M), AMZN ($27.34M). Notable exits: NCNO, VERX, HLT.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | OKTAOKTA INC CL A | $76.39M | 14.38% | -10.8% |
| 2 | FOURSHIFT4 PMTS INC CL A | $72.34M | 13.62% | -8.2% |
| 3 | CSGPCOSTAR GROUP INC COM | $64.39M | 12.12% | +6.9% |
| 4 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $55.43M | 10.44% | New |
| 5 | BRZEBRAZE INC COM CL A | $50.51M | 9.51% | -20.3% |
| 6 | PCORPROCORE TECHNOLOGIES INC COM | $49.57M | 9.33% | -36.8% |
| 7 | MNDYMONDAY COM LTD SHS | $37.47M | 7.06% | -32.1% |
| 8 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $36.63M | 6.90% | +70.9% |
| 9 | INTUINTUIT COM | $33.60M | 6.33% | -55.7% |
| 10 | BLNDBLEND LABS INC CL A | $27.43M | 5.17% | -8.3% |
| 11 | AMZNAMAZON COM INC COM | $27.34M | 5.15% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
BABAALIBABA GROUP HLDG LTD | $55.43M | 378,155 |
AMZNAMAZON COM INC | $27.34M | 118,438 |