13F HOLDINGS REPORT
ShawSpring Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003412
Total Value
$792.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 138,823 | $109.3M | 13.80% |
| 2 | COSTAR GROUP INC | CSGP | 1,356,060 | $109.0M | 13.76% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 1,561,613 | $106.8M | 13.48% |
| 4 | OKTA INC | OKTA | 954,293 | $95.4M | 12.04% |
| 5 | MONDAY COM LTD | MNDY | 281,212 | $88.4M | 11.16% |
| 6 | NCINO INC | NCNO | 2,887,766 | $80.8M | 10.19% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 778,722 | $77.2M | 9.74% |
| 8 | BRAZE INC | BRZE | 2,519,600 | $70.8M | 8.94% |
| 9 | BLEND LABS INC | BLND | 8,911,039 | $29.4M | 3.71% |
| 10 | VERTEX INC | VERX | 712,445 | $25.2M | 3.18% |