13F HOLDINGS REPORT
ShawSpring Partners LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002068
Total Value
$727.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 166,936 | $102.5M | 14.08% |
| 2 | NCINO INC | NCNO | 3,651,918 | $100.3M | 13.78% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 1,437,331 | $94.9M | 13.04% |
| 4 | MONDAY COM LTD | MNDY | 378,711 | $92.1M | 12.65% |
| 5 | COSTAR GROUP INC | CSGP | 1,148,302 | $91.0M | 12.50% |
| 6 | BRAZE INC | BRZE | 2,373,386 | $85.6M | 11.77% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 898,874 | $73.4M | 10.09% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 179,612 | $40.9M | 5.62% |
| 9 | BLEND LABS INC | BLND | 8,911,039 | $29.9M | 4.10% |
| 10 | VERTEX INC | VERX | 490,162 | $17.2M | 2.36% |