ShawSpring Partners as of June 30, 2025
Portfolio Holdings for ShawSpring Partners
ShawSpring Partners holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 13.8 | $109M | 139k | 787.63 | |
| CoStar (CSGP) | 13.8 | $109M | 1.4M | 80.40 | |
| Procore Technologies (PCOR) | 13.5 | $107M | 1.6M | 68.42 | |
| Okta Cl A (OKTA) | 12.0 | $95M | 954k | 99.97 | |
| Monday SHS (MNDY) | 11.2 | $88M | 281k | 314.48 | |
| Ncino (NCNO) | 10.2 | $81M | 2.9M | 27.97 | |
| Shift4 Pmts Cl A (FOUR) | 9.7 | $77M | 779k | 99.11 | |
| Braze Com Cl A (BRZE) | 8.9 | $71M | 2.5M | 28.10 | |
| Blend Labs Cl A (BLND) | 3.7 | $29M | 8.9M | 3.30 | |
| Vertex Cl A (VERX) | 3.2 | $25M | 712k | 35.34 |
