ShawSpring Partners as of Sept. 30, 2025
Portfolio Holdings for ShawSpring Partners
ShawSpring Partners holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shift4 Pmts Cl A (FOUR) | 14.4 | $97M | 1.3M | 77.40 | |
| Okta Cl A (OKTA) | 13.5 | $91M | 991k | 91.70 | |
| Procore Technologies (PCOR) | 11.7 | $79M | 1.1M | 72.92 | |
| Intuit (INTU) | 11.6 | $78M | 114k | 682.91 | |
| CoStar (CSGP) | 11.2 | $76M | 896k | 84.37 | |
| Monday SHS (MNDY) | 10.8 | $73M | 374k | 193.69 | |
| Braze Com Cl A (BRZE) | 7.8 | $53M | 1.8M | 28.44 | |
| Ncino (NCNO) | 6.3 | $42M | 1.6M | 27.11 | |
| Blend Labs Cl A (BLND) | 5.3 | $36M | 9.8M | 3.65 | |
| Vertex Cl A (VERX) | 4.0 | $27M | 1.1M | 24.79 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.4 | $23M | 218k | 104.45 |
