ShawSpring Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 11 US equity positions worth $672.6m in its Q3 2025 13F filing. The largest position was FOUR at 14.4% of the reported book, followed by OKTA and PCOR. Against the Q2 2025 filing, it opened 1 new position, added to 5 and reduced 5 among the top 11 holdings.
What did ShawSpring Partners LLC own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FOUR SHIFT4 PMTS INC | Technology | 14.4% | $96.9m | 1,251,374 | 61% | added |
| 2 | OKTA OKTA INC | Technology | 13.5% | $90.8m | 990,486 | 4% | added |
| 3 | PCOR PROCORE TECHNOLOGIES INC | Technology | 11.7% | $78.6m | 1,077,913 | -31% | reduced |
| 4 | INTU INTUIT | Technology | 11.6% | $78.1m | 114,369 | -18% | reduced |
| 5 | CSGP COSTAR GROUP INC | Real Estate | 11.2% | $75.6m | 896,034 | -34% | reduced |
| 6 | MNDY MONDAY COM LTD | Technology | 10.8% | $72.5m | 374,221 | 33% | added |
| 7 | BRZE BRAZE INC | Technology | 7.8% | $52.6m | 1,848,244 | -27% | reduced |
| 8 | NCNO NCINO INC | Technology | 6.3% | $42.1m | 1,553,659 | -46% | reduced |
| 9 | BLND BLEND LABS INC | 5.3% | $35.9m | 9,840,605 | 10% | added | |
| 10 | VERX VERTEX INC | Technology | 4.0% | $26.8m | 1,081,446 | 52% | added |
| 11 | LLYVK LIBERTY MEDIA CORP DEL | 3.4% | $22.7m | 217,523 | – | 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.