ShawSpring Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), ShawSpring Partners LLC reported 8 stock positions worth $778.7 million. Its top holding was People (PPLI) at 21.1% of the portfolio, followed by Hilton Worldwide (HLT, 15.6%) and SHIFT4 Payments Class A (FOUR, 13.5%). Compared with Q4 2023, it opened 2 new positions, added to 1 and reduced 5. The biggest buy was a new position in SHIFT4 Payments Class A (FOUR) and the biggest sale People (PPLI, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $778.7M (Q1 2024)
- SEC Filing
- 0001172661-24-002282 ↗ filed May 14, 2024
Holdings Value
Holdings 8 stocks · $778.7M
| PPLI People Inc. filed as IAC INC | 21.15% | 3,086,866 | $164.7M | Reduce -13.9% |
| HLT Hilton Worldwide Holdings Inc. | 15.63% | 570,709 | $121.7M | Reduce -3.0% |
| FOUR SHIFT4 Payments Inc. Class A | 13.55% | 1,596,421 | $105.5M | New |
| SE Sea Ltd.-ADR | 13.04% | 1,890,307 | $101.5M | Reduce -30.1% |
| MNDY Monday.com Ltd. | 12.64% | 435,896 | $98.5M | New |
| CPNG Coupang Inc. | 11.28% | 4,936,033 | $87.8M | Reduce -21.8% |
| INTU Intuit Inc. | 10.95% | 131,169 | $85.3M | Reduce -11.1% |
| BLND Blend Labs Inc. Class A | 1.77% | 4,230,861 | $13.8M | Add +5.8% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $232.1M | BABA, AMZN, OKTA, ZS, CR |
| Q1 2026 | 12 | $267.6M | OKTA, AMZN, BABA, ZS, BRZE |
| Q4 2025 | 11 | $531.1M | OKTA, FOUR, CSGP, BABA, BRZE |
| Q3 2025 | 11 | $672.6M | FOUR, OKTA, PCOR, INTU, CSGP |
| Q2 2025 | 10 | $792.4M | INTU, CSGP, PCOR, OKTA, MNDY |
| Q1 2025 | 10 | $727.7M | INTU, NCNO, PCOR, MNDY, CSGP |
| Q4 2024 | 11 | $754.9M | FOUR, PCOR, MNDY, NCNO, HLT |
| Q3 2024 | 10 | $791.6M | FOUR, MNDY, SE, PCOR, PPLI |
| Q2 2024 | 10 | $693.3M | PPLI, FOUR, HLT, MNDY, INTU |
| Q1 2024 | 8 | $778.7M | PPLI, HLT, FOUR, SE, MNDY |