ShawSpring Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 11 US equity positions worth $531.1m in its Q4 2025 13F filing. The largest position was OKTA at 14.4% of the reported book, followed by FOUR and CSGP. Against the Q3 2025 filing, it opened 2 new positions, added to 2 and reduced 7 among the top 11 holdings.
What did ShawSpring Partners LLC own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | OKTA OKTA INC | Technology | 14.4% | $76.4m | 883,441 | -11% | reduced |
| 2 | FOUR SHIFT4 PMTS INC | Technology | 13.6% | $72.3m | 1,148,861 | -8% | reduced |
| 3 | CSGP COSTAR GROUP INC | Real Estate | 12.1% | $64.4m | 957,557 | 7% | added |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10.4% | $55.4m | 378,155 | – | new |
| 5 | BRZE BRAZE INC | Technology | 9.5% | $50.5m | 1,473,005 | -20% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 9.3% | $49.6m | 681,536 | -37% | reduced |
| 7 | MNDY MONDAY COM LTD | Technology | 7.1% | $37.5m | 253,959 | -32% | reduced |
| 8 | LLYVK LIBERTY MEDIA CORP DEL | 6.9% | $36.6m | 371,829 | 71% | added | |
| 9 | INTU INTUIT | Technology | 6.3% | $33.6m | 50,721 | -56% | reduced |
| 10 | BLND BLEND LABS INC | 5.2% | $27.4m | 9,024,099 | -8% | reduced | |
| 11 | AMZN AMAZON COM INC | Consumer Cyclical | 5.1% | $27.3m | 118,438 | – | 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.