Q1 2025 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002068
$727.7M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 461202103 | INTU | INTUIT | $102.5M | 14.1% | 166,936 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $100.3M | 13.8% | 3,651,918 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $94.9M | 13.0% | 1,437,331 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $92.1M | 12.7% | 378,711 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $91.0M | 12.5% | 1,148,302 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $85.6M | 11.8% | 2,373,386 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $73.4M | 10.1% | 898,874 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $40.9M | 5.62% | 179,612 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $29.9M | 4.10% | 8,911,039 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $17.2M | 2.36% | 490,162 | 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.