Q3 2025 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2025-11-13 · accession 0001172661-25-004775
$672.6M
Reported value
11
Positions
2025-09-30
Period end
The Brief · ShawSpring Partners LLC · Q3 2025
AI · grounded in 13F
ShawSpring Partners LLC established a new position in SHIFT4 PMTS INC FOUR valued at $96.9M. The fund also initiated new stakes in OKTA INC OKTA for $90.8M and PROCORE TECHNOLOGIES INC PCOR for $78.6M. Additional new positions include INTUIT INTU at $78.1M and COSTAR GROUP INC CSGP at $75.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 82452J109 | FOUR | SHIFT4 PMTS INC | $96.9M | 14.4% | 1,251,374 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $90.8M | 13.5% | 990,486 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $78.6M | 11.7% | 1,077,913 | Common | SOLE |
| 461202103 | INTU | INTUIT | $78.1M | 11.6% | 114,369 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $75.6M | 11.2% | 896,034 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $72.5M | 10.8% | 374,221 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $52.6M | 7.82% | 1,848,244 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $42.1M | 6.26% | 1,553,659 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $35.9M | 5.34% | 9,840,605 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $26.8M | 3.99% | 1,081,446 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $22.7M | 3.38% | 217,523 | 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.