ShawSpring Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), ShawSpring Partners LLC reported 10 stock positions worth $792.4 million. Its top holding was Intuit (INTU) at 13.8% of the portfolio, followed by Costar (CSGP, 13.8%) and Procore Technologies (PCOR, 13.5%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 4 and reduced 4. The biggest buy was a new position in Okta (OKTA) and the biggest sale an exit from Hilton Worldwide (HLT).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $792.4M (Q2 2025)
- SEC Filing
- 0001172661-25-003412 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $792.4M
| INTU Intuit Inc. | 13.80% | 138,823 | $109.3M | Reduce -16.8% |
| CSGP Costar Group Inc. | 13.76% | 1,356,060 | $109.0M | Add +18.1% |
| PCOR Procore Technologies Inc. | 13.48% | 1,561,613 | $106.8M | Add +8.7% |
| OKTA Okta Inc. | 12.04% | 954,293 | $95.4M | New |
| MNDY Monday.com Ltd. | 11.16% | 281,212 | $88.4M | Reduce -25.7% |
| NCNO Ncino Inc. | 10.19% | 2,887,766 | $80.8M | Reduce -20.9% |
| FOUR SHIFT4 Payments Inc. Class A | 9.74% | 778,722 | $77.2M | Reduce -13.4% |
| BRZE Braze Inc. Class A | 8.94% | 2,519,600 | $70.8M | Add +6.2% |
| BLND Blend Labs Inc. Class A | 3.71% | 8,911,039 | $29.4M | No change |
| VERX Vertex Inc. Class A | 3.18% | 712,445 | $25.2M | Add +45.4% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |