ShawSpring Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), ShawSpring Partners LLC reported 11 stock positions worth $754.9 million. Its top holding was SHIFT4 Payments Class A (FOUR) at 13.3% of the portfolio, followed by Procore Technologies (PCOR, 11.9%) and Monday.com (MNDY, 11.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 6. The biggest buy was a new position in Costar (CSGP) and the biggest sale an exit from Coupang (CPNG).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $754.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000839 ↗ filed Feb 13, 2025
Holdings Value
Holdings 11 stocks · $754.9M
| FOUR SHIFT4 Payments Inc. Class A | 13.33% | 969,748 | $100.6M | Reduce -26.5% |
| PCOR Procore Technologies Inc. | 11.88% | 1,197,199 | $89.7M | Reduce -16.8% |
| MNDY Monday.com Ltd. | 11.81% | 378,712 | $89.2M | Add +8.0% |
| NCNO Ncino Inc. | 11.69% | 2,628,856 | $88.3M | Reduce -0.9% |
| HLT Hilton Worldwide Holdings Inc. | 10.29% | 314,437 | $77.7M | Add +8.6% |
| CSGP Costar Group Inc. | 8.63% | 909,803 | $65.1M | New |
| PPLI People Inc. filed as IAC INC | 8.52% | 1,490,081 | $64.3M | Reduce -5.7% |
| BRZE Braze Inc. Class A | 8.32% | 1,500,413 | $62.8M | New |
| INTU Intuit Inc. | 7.14% | 85,728 | $53.9M | Reduce -19.8% |
| SE Sea Ltd.-ADR | 4.43% | 315,538 | $33.5M | Reduce -66.5% |
| BLND Blend Labs Inc. Class A | 3.95% | 7,079,165 | $29.8M | Add +6.8% |
Portfolio Sells Q3 2024 → Q4 2024
| CPNG Coupang Inc. | Sold out | 0.00% | −9.19 |
| SE Sea Ltd.-ADR | Reduce -66.5% | 4.43% | −6.80 |
| PPLI People Inc. | Reduce -5.7% | 8.52% | −2.23 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -26.5% | 13.33% | −1.44 |
| INTU Intuit Inc. | Reduce -19.8% | 7.14% | −1.25 |
| PCOR Procore Technologies Inc. | Reduce -16.8% | 11.88% | +0.67 |
| NCNO Ncino Inc. | Reduce -0.9% | 11.69% | +1.10 |
Portfolio Buys Q3 2024 → Q4 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 |