ShawSpring Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), ShawSpring Partners LLC reported 11 stock positions worth $531.1 million. Its top holding was Okta (OKTA) at 14.4% of the portfolio, followed by SHIFT4 Payments Class A (FOUR, 13.6%) and Costar (CSGP, 12.1%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 2 and reduced 7. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale an exit from Ncino (NCNO).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $531.1M (Q4 2025)
- SEC Filing
- 0001172661-26-000731 ↗ filed Feb 13, 2026
Holdings Value
Holdings 11 stocks · $531.1M
| OKTA Okta Inc. | 14.38% | 883,441 | $76.4M | Reduce -10.8% |
| FOUR SHIFT4 Payments Inc. Class A | 13.62% | 1,148,861 | $72.3M | Reduce -8.2% |
| CSGP Costar Group Inc. | 12.12% | 957,557 | $64.4M | Add +6.9% |
| BABA Alibaba Group Holding-SP ADR | 10.44% | 378,155 | $55.4M | New |
| BRZE Braze Inc. Class A | 9.51% | 1,473,005 | $50.5M | Reduce -20.3% |
| PCOR Procore Technologies Inc. | 9.33% | 681,536 | $49.6M | Reduce -36.8% |
| MNDY Monday.com Ltd. | 7.06% | 253,959 | $37.5M | Reduce -32.1% |
| FWONK Liberty Media Corp. Class C | 6.90% | 371,829 | $36.6M | Add +70.9% |
| INTU Intuit Inc. | 6.33% | 50,721 | $33.6M | Reduce -55.6% |
| BLND Blend Labs Inc. Class A | 5.17% | 9,024,099 | $27.4M | Reduce -8.3% |
| AMZN Amazon.com Inc. | 5.15% | 118,438 | $27.3M | New |
Portfolio Sells Q3 2025 → Q4 2025
| NCNO Ncino Inc. | Sold out | 0.00% | −6.26 |
| INTU Intuit Inc. | Reduce -55.6% | 6.33% | −5.29 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −3.99 |
| MNDY Monday.com Ltd. | Reduce -32.1% | 7.06% | −3.72 |
| PCOR Procore Technologies Inc. | Reduce -36.8% | 9.33% | −2.35 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -8.2% | 13.62% | −0.78 |
| BLND Blend Labs Inc. Class A | Reduce -8.3% | 5.17% | −0.17 |
| OKTA Okta Inc. | Reduce -10.8% | 14.38% | +0.88 |
| BRZE Braze Inc. Class A | Reduce -20.3% | 9.51% | +1.70 |
Portfolio Buys Q3 2025 → Q4 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 |