ShawSpring Partners LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 10 US equity positions worth $727.7m in its Q1 2025 13F filing. The largest position was INTU at 14.1% of the reported book, followed by NCNO and PCOR. Against the Q4 2024 filing, it opened 1 new position, added to 6 and reduced 2 among the top 10 holdings.
What did ShawSpring Partners LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INTU INTUIT | Technology | 14.1% | $102.5m | 166,936 | 95% | added |
| 2 | NCNO NCINO INC | Technology | 13.8% | $100.3m | 3,651,918 | 39% | added |
| 3 | PCOR PROCORE TECHNOLOGIES INC | Technology | 13.0% | $94.9m | 1,437,331 | 20% | added |
| 4 | MNDY MONDAY COM LTD | Technology | 12.7% | $92.1m | 378,711 | -0% | held |
| 5 | CSGP COSTAR GROUP INC | Real Estate | 12.5% | $91.0m | 1,148,302 | 26% | added |
| 6 | BRZE BRAZE INC | Technology | 11.8% | $85.6m | 2,373,386 | 58% | added |
| 7 | FOUR SHIFT4 PMTS INC | Technology | 10.1% | $73.4m | 898,874 | -7% | reduced |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.6% | $40.9m | 179,612 | -43% | reduced |
| 9 | BLND BLEND LABS INC | 4.1% | $29.9m | 8,911,039 | 26% | added | |
| 10 | VERX VERTEX INC | Technology | 2.4% | $17.2m | 490,162 | – | new |
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.