Q4 2024 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2025-02-13 · accession 0001172661-25-000839
$754.9M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 82452J109 | FOUR | SHIFT4 PMTS INC | $100.6M | 13.3% | 969,748 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $89.7M | 11.9% | 1,197,199 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $89.2M | 11.8% | 378,712 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $88.3M | 11.7% | 2,628,856 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $77.7M | 10.3% | 314,437 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $65.1M | 8.63% | 909,803 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $64.3M | 8.52% | 1,490,081 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $62.8M | 8.32% | 1,500,413 | Common | SOLE |
| 461202103 | INTU | INTUIT | $53.9M | 7.14% | 85,728 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $33.5M | 4.43% | 315,538 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $29.8M | 3.95% | 7,079,165 | 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.