ShawSpring Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), ShawSpring Partners LLC reported 10 stock positions worth $791.6 million. Its top holding was SHIFT4 Payments Class A (FOUR) at 14.8% of the portfolio, followed by Monday.com (MNDY, 12.3%) and Sea Ltd.-ADR (SE, 11.2%). Compared with Q2 2024, it added to 3 and reduced 7. The biggest buy was Procore Technologies (PCOR, shares +493%) and the biggest sale Hilton Worldwide (HLT, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $791.6M (Q3 2024)
- SEC Filing
- 0001172661-24-004670 ↗ filed Nov 13, 2024
Holdings Value
Holdings 10 stocks · $791.6M
| FOUR SHIFT4 Payments Inc. Class A | 14.77% | 1,319,879 | $116.9M | Reduce -5.9% |
| MNDY Monday.com Ltd. | 12.30% | 350,530 | $97.4M | Reduce -15.5% |
| SE Sea Ltd.-ADR | 11.23% | 943,179 | $88.9M | Add +11.1% |
| PCOR Procore Technologies Inc. | 11.21% | 1,438,082 | $88.8M | Add +493.3% |
| PPLI People Inc. filed as IAC INC | 10.74% | 1,579,928 | $85.0M | Reduce -32.6% |
| NCNO Ncino Inc. | 10.59% | 2,653,687 | $83.8M | Add +115.9% |
| CPNG Coupang Inc. | 9.19% | 2,963,346 | $72.8M | Reduce -7.7% |
| HLT Hilton Worldwide Holdings Inc. | 8.43% | 289,420 | $66.7M | Reduce -36.9% |
| INTU Intuit Inc. | 8.39% | 106,952 | $66.4M | Reduce -14.6% |
| BLND Blend Labs Inc. Class A | 3.14% | 6,629,990 | $24.9M | Reduce -1.3% |
Portfolio Sells Q2 2024 → Q3 2024
| HLT Hilton Worldwide Holdings Inc. | Reduce -36.9% | 8.43% | −6.00 |
| PPLI People Inc. | Reduce -32.6% | 10.74% | −5.11 |
| INTU Intuit Inc. | Reduce -14.6% | 8.39% | −3.48 |
| MNDY Monday.com Ltd. | Reduce -15.5% | 12.30% | −2.10 |
| CPNG Coupang Inc. | Reduce -7.7% | 9.19% | −0.51 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -5.9% | 14.77% | −0.06 |
| BLND Blend Labs Inc. Class A | Reduce -1.3% | 3.14% | +0.85 |
Portfolio Buys Q2 2024 → Q3 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 |