ShawSpring Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 10 US equity positions worth $792.4m in its Q2 2025 13F filing. The largest position was INTU at 13.8% of the reported book, followed by CSGP and PCOR. Against the Q1 2025 filing, it opened 1 new position, added to 4 and reduced 4 among the top 10 holdings.
What did ShawSpring Partners LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INTU INTUIT | Technology | 13.8% | $109.3m | 138,823 | -17% | reduced |
| 2 | CSGP COSTAR GROUP INC | Real Estate | 13.8% | $109.0m | 1,356,060 | 18% | added |
| 3 | PCOR PROCORE TECHNOLOGIES INC | Technology | 13.5% | $106.8m | 1,561,613 | 9% | added |
| 4 | OKTA OKTA INC | Technology | 12.0% | $95.4m | 954,293 | – | new |
| 5 | MNDY MONDAY COM LTD | Technology | 11.2% | $88.4m | 281,212 | -26% | reduced |
| 6 | NCNO NCINO INC | Technology | 10.2% | $80.8m | 2,887,766 | -21% | reduced |
| 7 | FOUR SHIFT4 PMTS INC | Technology | 9.7% | $77.2m | 778,722 | -13% | reduced |
| 8 | BRZE BRAZE INC | Technology | 8.9% | $70.8m | 2,519,600 | 6% | added |
| 9 | BLND BLEND LABS INC | 3.7% | $29.4m | 8,911,039 | 0% | held | |
| 10 | VERX VERTEX INC | Technology | 3.2% | $25.2m | 712,445 | 45% | 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.