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ShawSpring Partners LLC

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13F filer, CIK 1766908, Boston, MA

ShawSpring Partners LLC reported $672,601,603 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 96.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004775

Period
2025-09-30
Reported value
$673M
Holdings
11
Top 10 weight
96.62%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FOURadded+472,652$36.6M
FWONKnew+217,523$22.7M
MNDYadded+93,009$18M
VERXadded+369,001$9.15M
BLNDadded+929,566$3.39M

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
CSGPreduced-460,026-$38.8M
NCNOreduced-1,334,107-$36.2M
PCORreduced-483,700-$35.3M
BRZEreduced-671,356-$19.1M
INTUreduced-24,454-$16.7M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004775, largest first. % of portfolio is the value over $672,601,603, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,879 shares; 2024Q4: 969,748 shares; 2025Q1: 898,874 shares; 2025Q2: 778,722 shares; 2025Q3: 1,251,374 shares 1,251,374$96.9M14.4%+472,652Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954,293 shares; 2025Q3: 990,486 shares 990,486$90.8M13.5%+36,193Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,077,913 shares 1,077,913$78.6M11.69%-483,700Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,952 shares; 2024Q4: 85,728 shares; 2025Q1: 166,936 shares; 2025Q2: 138,823 shares; 2025Q3: 114,369 shares 114,369$78.1M11.61%-24,454Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909,803 shares; 2025Q1: 1,148,302 shares; 2025Q2: 1,356,060 shares; 2025Q3: 896,034 shares 896,034$75.6M11.24%-460,026Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,530 shares; 2024Q4: 378,712 shares; 2025Q1: 378,711 shares; 2025Q2: 281,212 shares; 2025Q3: 374,221 shares 374,221$72.5M10.78%+93,009Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500,413 shares; 2025Q1: 2,373,386 shares; 2025Q2: 2,519,600 shares; 2025Q3: 1,848,244 shares 1,848,244$52.6M7.82%-671,356Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,553,659 shares 1,553,659$42.1M6.26%-1,334,107Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,840,605 shares 9,840,605$35.9M5.34%+929,566Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490,162 shares; 2025Q2: 712,445 shares; 2025Q3: 1,081,446 shares 1,081,446$26.8M3.99%+369,001Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,523 shares 217,523$22.7M3.38%newTimeline

How Q3 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 0001172661-25-004775 base2025-11-13acceptance time not in the bulk data set