ShawSpring Partners LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 10 US equity positions worth $791.6m in its Q3 2024 13F filing. The largest position was FOUR at 14.8% of the reported book, followed by MNDY and SE.
What did ShawSpring Partners LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FOUR SHIFT4 PMTS INC | Technology | 14.8% | $116.9m | 1,319,879 | – | |
| 2 | MNDY MONDAY COM LTD | Technology | 12.3% | $97.4m | 350,530 | – | |
| 3 | SE SEA LTD | Consumer Cyclical | 11.2% | $88.9m | 943,179 | – | |
| 4 | PCOR PROCORE TECHNOLOGIES INC | Technology | 11.2% | $88.8m | 1,438,082 | – | |
| 5 | PPLI IAC INC | Communication Services | 10.7% | $85.0m | 1,579,928 | – | |
| 6 | NCNO NCINO INC | Technology | 10.6% | $83.8m | 2,653,687 | – | |
| 7 | CPNG COUPANG INC | Consumer Cyclical | 9.2% | $72.8m | 2,963,346 | – | |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 8.4% | $66.7m | 289,420 | – | |
| 9 | INTU INTUIT | Technology | 8.4% | $66.4m | 106,952 | – | |
| 10 | BLND BLEND LABS INC | 3.1% | $24.9m | 6,629,990 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.