ShawSpring Partners LLC
BOSTON, MA · CIK 0001766908
Portfolio Value: $672.60M
Positions: 11
Period: 2025-09-30
Filed: 2025-11-13
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
$672.60M
Positions
11
New
1
Increased
5
Decreased
5
Sold Out
13
ShawSpring Partners LLC Q3 2025 13F Filing Summary
ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $672.60M across 11 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). Top holdings include FOUR ($96.86M), OKTA ($90.83M), PCOR ($78.60M). The top 10 positions account for 96.6% of the portfolio. This quarter saw 1 new positions, 5 increases, 5 reductions, 13 complete exits. Notable new buy: FWONA ($22.72M). Notable exits: HLT, IAC, SE.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FOURSHIFT4 PMTS INC CL A | $96.86M | 14.40% | +60.7% |
| 2 | OKTAOKTA INC CL A | $90.83M | 13.50% | +3.8% |
| 3 | PCORPROCORE TECHNOLOGIES INC COM | $78.60M | 11.69% | -31.0% |
| 4 | INTUINTUIT COM | $78.10M | 11.61% | -17.6% |
| 5 | CSGPCOSTAR GROUP INC COM | $75.60M | 11.24% | -33.9% |
| 6 | MNDYMONDAY COM LTD SHS | $72.48M | 10.78% | +33.1% |
| 7 | BRZEBRAZE INC COM CL A | $52.56M | 7.82% | -26.6% |
| 8 | NCNONCINO INC COM | $42.12M | 6.26% | -46.2% |
| 9 | BLNDBLEND LABS INC CL A | $35.92M | 5.34% | +10.4% |
| 10 | VERXVERTEX INC CL A | $26.81M | 3.99% | +51.8% |
| 11 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $22.72M | 3.38% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
FWONALIBERTY MEDIA CORP DEL | $22.72M | 217,523 |