Q4 2025 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2026-02-13 · accession 0001172661-26-000731
$531.1M
Reported value
11
Positions
2025-12-31
Period end
The Brief · ShawSpring Partners LLC · Q4 2025
AI · grounded in 13F
ShawSpring Partners LLC closed its position in NCNO for a reduction of $42.1M. The fund established new positions in BABA and AMZN, investing $55.4M and $27.3M respectively. Additionally, the fund exited VERX for $26.8M and increased its stake in FWONK by 70.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 679295105 | OKTA | OKTA INC | $76.4M | 14.4% | 883,441 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $72.3M | 13.6% | 1,148,861 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $64.4M | 12.1% | 957,557 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $55.4M | 10.4% | 378,155 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $50.5M | 9.51% | 1,473,005 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $49.6M | 9.33% | 681,536 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $37.5M | 7.06% | 253,959 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $36.6M | 6.90% | 371,829 | Common | SOLE |
| 461202103 | INTU | INTUIT | $33.6M | 6.33% | 50,721 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $27.4M | 5.17% | 9,024,099 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $27.3M | 5.15% | 118,438 | 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.