Q2 2025 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003412
$792.4M
Reported value
10
Positions
2025-06-30
Period end
The Brief · ShawSpring Partners LLC · Q2 2025
AI · grounded in 13F
ShawSpring Partners LLC established a new position in INTU valued at $109.3M. The fund also initiated new stakes in CSGP for $109M and PCOR for $106.8M. Additional new positions include OKTA, MNDY, and NCNO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 461202103 | INTU | INTUIT | $109.3M | 13.8% | 138,823 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $109.0M | 13.8% | 1,356,060 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $106.8M | 13.5% | 1,561,613 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $95.4M | 12.0% | 954,293 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $88.4M | 11.2% | 281,212 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $80.8M | 10.2% | 2,887,766 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $77.2M | 9.74% | 778,722 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $70.8M | 8.94% | 2,519,600 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $29.4M | 3.71% | 8,911,039 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $25.2M | 3.18% | 712,445 | 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.