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ShawSpring Partners LLC

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13F filer, CIK 1766908, Boston, MA

ShawSpring Partners LLC reported $792,381,550 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003412

Period
2025-06-30
Reported value
$792M
Holdings
10
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OKTAnew+954,293$95.4M
CSGPadded+207,758$16.7M
PCORadded+124,282$8.5M
VERXadded+222,283$7.85M
BRZEadded+146,214$4.11M

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
HLTexited-179,612-$40.9M
MNDYreduced-97,499-$30.7M
INTUreduced-28,113-$22.1M
NCNOreduced-764,152-$21.4M
FOURreduced-120,152-$11.9M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003412, largest first. % of portfolio is the value over $792,381,550, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,952 shares; 2024Q4: 85,728 shares; 2025Q1: 166,936 shares; 2025Q2: 138,823 shares 138,823$109M13.8%-28,113Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909,803 shares; 2025Q1: 1,148,302 shares; 2025Q2: 1,356,060 shares 1,356,060$109M13.76%+207,758Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438,082 shares; 2024Q4: 1,197,199 shares; 2025Q1: 1,437,331 shares; 2025Q2: 1,561,613 shares 1,561,613$107M13.48%+124,282Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954,293 shares 954,293$95.4M12.04%newTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,530 shares; 2024Q4: 378,712 shares; 2025Q1: 378,711 shares; 2025Q2: 281,212 shares 281,212$88.4M11.16%-97,499Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653,687 shares; 2024Q4: 2,628,856 shares; 2025Q1: 3,651,918 shares; 2025Q2: 2,887,766 shares 2,887,766$80.8M10.19%-764,152Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,879 shares; 2024Q4: 969,748 shares; 2025Q1: 898,874 shares; 2025Q2: 778,722 shares 778,722$77.2M9.74%-120,152Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500,413 shares; 2025Q1: 2,373,386 shares; 2025Q2: 2,519,600 shares 2,519,600$70.8M8.94%+146,214Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629,990 shares; 2024Q4: 7,079,165 shares; 2025Q1: 8,911,039 shares; 2025Q2: 8,911,039 shares 8,911,039$29.4M3.71%0Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490,162 shares; 2025Q2: 712,445 shares 712,445$25.2M3.18%+222,283Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
HLTHILTON WORLDWIDE HLDGS INC179,612$40.9Mshares

How Q2 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 0001172661-25-003412 base2025-08-14acceptance time not in the bulk data set