ShawSpring Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), ShawSpring Partners LLC reported 10 stock positions worth $693.3 million. Its top holding was People (PPLI) at 15.8% of the portfolio, followed by SHIFT4 Payments Class A (FOUR, 14.8%) and Hilton Worldwide (HLT, 14.4%). Compared with Q1 2024, it opened 2 new positions, added to 1 and reduced 7. The biggest buy was a new position in Ncino (NCNO) and the biggest sale People (PPLI, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $693.3M (Q2 2024)
- SEC Filing
- 0001172661-24-003348 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $693.3M
| PPLI People Inc. filed as IAC INC | 15.85% | 2,345,335 | $109.9M | Reduce -24.0% |
| FOUR SHIFT4 Payments Inc. Class A | 14.84% | 1,402,433 | $102.9M | Reduce -12.2% |
| HLT Hilton Worldwide Holdings Inc. | 14.43% | 458,421 | $100.0M | Reduce -19.7% |
| MNDY Monday.com Ltd. | 14.40% | 414,618 | $99.8M | Reduce -4.9% |
| INTU Intuit Inc. | 11.87% | 125,177 | $82.3M | Reduce -4.6% |
| CPNG Coupang Inc. | 9.70% | 3,210,459 | $67.3M | Reduce -35.0% |
| SE Sea Ltd.-ADR | 8.74% | 848,797 | $60.6M | Reduce -55.1% |
| NCNO Ncino Inc. | 5.58% | 1,229,338 | $38.7M | New |
| PCOR Procore Technologies Inc. | 2.32% | 242,407 | $16.1M | New |
| BLND Blend Labs Inc. Class A | 2.29% | 6,716,144 | $15.9M | Add +58.7% |
Portfolio Sells Q1 2024 → Q2 2024
| PPLI People Inc. | Reduce -24.0% | 15.85% | −5.30 |
| SE Sea Ltd.-ADR | Reduce -55.1% | 8.74% | −4.30 |
| CPNG Coupang Inc. | Reduce -35.0% | 9.70% | −1.58 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -19.7% | 14.43% | −1.21 |
| INTU Intuit Inc. | Reduce -4.6% | 11.87% | +0.92 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -12.2% | 14.84% | +1.29 |
| MNDY Monday.com Ltd. | Reduce -4.9% | 14.40% | +1.75 |
Portfolio Buys Q1 2024 → Q2 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 |