ShawSpring Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), ShawSpring Partners LLC reported 11 stock positions worth $672.6 million. Its top holding was SHIFT4 Payments Class A (FOUR) at 14.4% of the portfolio, followed by Okta (OKTA, 13.5%) and Procore Technologies (PCOR, 11.7%). Compared with Q2 2025, it opened 1 new position, added to 5 and reduced 5. The biggest buy was SHIFT4 Payments Class A (FOUR, shares +61%) and the biggest sale Ncino (NCNO, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $672.6M (Q3 2025)
- SEC Filing
- 0001172661-25-004775 ↗ filed Nov 13, 2025
Holdings Value
Holdings 11 stocks · $672.6M
| FOUR SHIFT4 Payments Inc. Class A | 14.40% | 1,251,374 | $96.9M | Add +60.7% |
| OKTA Okta Inc. | 13.50% | 990,486 | $90.8M | Add +3.8% |
| PCOR Procore Technologies Inc. | 11.69% | 1,077,913 | $78.6M | Reduce -31.0% |
| INTU Intuit Inc. | 11.61% | 114,369 | $78.1M | Reduce -17.6% |
| CSGP Costar Group Inc. | 11.24% | 896,034 | $75.6M | Reduce -33.9% |
| MNDY Monday.com Ltd. | 10.78% | 374,221 | $72.5M | Add +33.1% |
| BRZE Braze Inc. Class A | 7.82% | 1,848,244 | $52.6M | Reduce -26.6% |
| NCNO Ncino Inc. | 6.26% | 1,553,659 | $42.1M | Reduce -46.2% |
| BLND Blend Labs Inc. Class A | 5.34% | 9,840,605 | $35.9M | Add +10.4% |
| VERX Vertex Inc. Class A | 3.99% | 1,081,446 | $26.8M | Add +51.8% |
| FWONK Liberty Media Corp. Class C | 3.38% | 217,523 | $22.7M | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |