13F HOLDINGS REPORT
ShawSpring Partners LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000839
Total Value
$754.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 969,748 | $100.6M | 13.33% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 1,197,199 | $89.7M | 11.88% |
| 3 | MONDAY COM LTD | MNDY | 378,712 | $89.2M | 11.81% |
| 4 | NCINO INC | NCNO | 2,628,856 | $88.3M | 11.69% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 314,437 | $77.7M | 10.29% |
| 6 | COSTAR GROUP INC | CSGP | 909,803 | $65.1M | 8.63% |
| 7 | IAC INC | IAC | 1,490,081 | $64.3M | 8.52% |
| 8 | BRAZE INC | BRZE | 1,500,413 | $62.8M | 8.32% |
| 9 | INTUIT | INTU | 85,728 | $53.9M | 7.14% |
| 10 | SEA LTD | SE | 315,538 | $33.5M | 4.43% |
| 11 | BLEND LABS INC | BLND | 7,079,165 | $29.8M | 3.95% |