ShawSpring Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), ShawSpring Partners LLC reported 10 stock positions worth $727.7 million. Its top holding was Intuit (INTU) at 14.1% of the portfolio, followed by Ncino (NCNO, 13.8%) and Procore Technologies (PCOR, 13.0%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 6 and reduced 3. The biggest buy was Intuit (INTU, shares +95%) and the biggest sale an exit from People (PPLI).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $727.7M (Q1 2025)
- SEC Filing
- 0001172661-25-002068 ↗ filed May 15, 2025
Holdings Value
Holdings 10 stocks · $727.7M
| INTU Intuit Inc. | 14.08% | 166,936 | $102.5M | Add +94.7% |
| NCNO Ncino Inc. | 13.78% | 3,651,918 | $100.3M | Add +38.9% |
| PCOR Procore Technologies Inc. | 13.04% | 1,437,331 | $94.9M | Add +20.1% |
| MNDY Monday.com Ltd. | 12.65% | 378,711 | $92.1M | Reduce 0.0% |
| CSGP Costar Group Inc. | 12.50% | 1,148,302 | $91.0M | Add +26.2% |
| BRZE Braze Inc. Class A | 11.77% | 2,373,386 | $85.6M | Add +58.2% |
| FOUR SHIFT4 Payments Inc. Class A | 10.09% | 898,874 | $73.4M | Reduce -7.3% |
| HLT Hilton Worldwide Holdings Inc. | 5.62% | 179,612 | $40.9M | Reduce -42.9% |
| BLND Blend Labs Inc. Class A | 4.10% | 8,911,039 | $29.9M | Add +25.9% |
| VERX Vertex Inc. Class A | 2.36% | 490,162 | $17.2M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| INTU Intuit Inc. | Add +94.7% | 14.08% | +6.95 |
| CSGP Costar Group Inc. | Add +26.2% | 12.50% | +3.87 |
| BRZE Braze Inc. Class A | Add +58.2% | 11.77% | +3.44 |
| VERX Vertex Inc. Class A | New | 2.36% | +2.36 |
| NCNO Ncino Inc. | Add +38.9% | 13.78% | +2.09 |
| PCOR Procore Technologies Inc. | Add +20.1% | 13.04% | +1.16 |
| BLND Blend Labs Inc. Class A | Add +25.9% | 4.10% | +0.15 |
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 |