Q2 2024 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003348
$693.3M
Reported value
10
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 44891N208 | IAC | IAC INC | $109.9M | 15.8% | 2,345,335 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $102.9M | 14.8% | 1,402,433 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $100.0M | 14.4% | 458,421 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $99.8M | 14.4% | 414,618 | Common | SOLE |
| 461202103 | INTU | INTUIT | $82.3M | 11.9% | 125,177 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $67.3M | 9.70% | 3,210,459 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $60.6M | 8.74% | 848,797 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $38.7M | 5.58% | 1,229,338 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $16.1M | 2.32% | 242,407 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $15.9M | 2.29% | 6,716,144 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.