ShawSpring Partners LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 11 US equity positions worth $754.9m in its Q4 2024 13F filing. The largest position was FOUR at 13.3% of the reported book, followed by PCOR and MNDY. Against the Q3 2024 filing, it opened 2 new positions, added to 3 and reduced 6 among the top 11 holdings.
What did ShawSpring Partners LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | FOUR SHIFT4 PMTS INC | Technology | 13.3% | $100.6m | 969,748 | -27% | reduced |
| 2 | PCOR PROCORE TECHNOLOGIES INC | Technology | 11.9% | $89.7m | 1,197,199 | -17% | reduced |
| 3 | MNDY MONDAY COM LTD | Technology | 11.8% | $89.2m | 378,712 | 8% | added |
| 4 | NCNO NCINO INC | Technology | 11.7% | $88.3m | 2,628,856 | -1% | reduced |
| 5 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 10.3% | $77.7m | 314,437 | 9% | added |
| 6 | CSGP COSTAR GROUP INC | Real Estate | 8.6% | $65.1m | 909,803 | – | new |
| 7 | PPLI IAC INC | Communication Services | 8.5% | $64.3m | 1,490,081 | -6% | reduced |
| 8 | BRZE BRAZE INC | Technology | 8.3% | $62.8m | 1,500,413 | – | new |
| 9 | INTU INTUIT | Technology | 7.1% | $53.9m | 85,728 | -20% | reduced |
| 10 | SE SEA LTD | Consumer Cyclical | 4.4% | $33.5m | 315,538 | -67% | reduced |
| 11 | BLND BLEND LABS INC | 3.9% | $29.8m | 7,079,165 | 7% | added |
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.