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ShawSpring Partners LLC

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13F filer, CIK 1766908, Boston, MA

ShawSpring Partners LLC reported $727,737,175 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002068

Period
2025-03-31
Reported value
$728M
Holdings
10
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUadded+81,208$49.9M
BRZEadded+872,973$31.5M
NCNOadded+1,023,062$28.1M
CSGPadded+238,499$18.9M
VERXnew+490,162$17.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PPLIexited-1,490,081-$64.3M
SEexited-315,538-$33.5M
HLTreduced-134,825-$30.7M
FOURreduced-70,874-$5.79M
MNDYreduced-1-$243

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002068, largest first. % of portfolio is the value over $727,737,175, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,952 shares; 2024Q4: 85,728 shares; 2025Q1: 166,936 shares 166,936$102M14.08%+81,208Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653,687 shares; 2024Q4: 2,628,856 shares; 2025Q1: 3,651,918 shares 3,651,918$100M13.78%+1,023,062Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438,082 shares; 2024Q4: 1,197,199 shares; 2025Q1: 1,437,331 shares 1,437,331$94.9M13.04%+240,132Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,530 shares; 2024Q4: 378,712 shares; 2025Q1: 378,711 shares 378,711$92.1M12.65%-1Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909,803 shares; 2025Q1: 1,148,302 shares 1,148,302$91M12.5%+238,499Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500,413 shares; 2025Q1: 2,373,386 shares 2,373,386$85.6M11.77%+872,973Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,879 shares; 2024Q4: 969,748 shares; 2025Q1: 898,874 shares 898,874$73.4M10.09%-70,874Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,420 shares; 2024Q4: 314,437 shares; 2025Q1: 179,612 shares 179,612$40.9M5.62%-134,825Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629,990 shares; 2024Q4: 7,079,165 shares; 2025Q1: 8,911,039 shares 8,911,039$29.9M4.1%+1,831,874Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490,162 shares 490,162$17.2M2.36%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PPLIPEOPLE INC1,490,081$64.3Mshares
SESEA LTD315,538$33.5Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002068 base2025-05-15acceptance time not in the bulk data set