13F HOLDINGS REPORT
ShawSpring Partners LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001172661-25-004775
Total Value
$672.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 1,251,374 | $96.9M | 14.40% |
| 2 | OKTA INC | OKTA | 990,486 | $90.8M | 13.50% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 1,077,913 | $78.6M | 11.69% |
| 4 | INTUIT | INTU | 114,369 | $78.1M | 11.61% |
| 5 | COSTAR GROUP INC | CSGP | 896,034 | $75.6M | 11.24% |
| 6 | MONDAY COM LTD | MNDY | 374,221 | $72.5M | 10.78% |
| 7 | BRAZE INC | BRZE | 1,848,244 | $52.6M | 7.82% |
| 8 | NCINO INC | NCNO | 1,553,659 | $42.1M | 6.26% |
| 9 | BLEND LABS INC | BLND | 9,840,605 | $35.9M | 5.34% |
| 10 | VERTEX INC | VERX | 1,081,446 | $26.8M | 3.99% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 217,523 | $22.7M | 3.38% |