Shawspring Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $727.7MLatest: 2025Q1

ShawSpring Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "PCOR",
  "BRZE",
  "HLT",
  "INTU",
  "FOUR",
  "VERX",
  "MNDY",
  "BLND",
  "CSGP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 10
Total Value: 727737175
Accession Number: 0001172661-25-002068
Form Type: 13F-HR
CIK: shawspring-partners
Manager Name: Shawspring-Partners

Data Enrichment

100% identified

10 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $727.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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INTUIT INC.

INTU|461202103

Shares:166.9K

Value:$102.5M

% of Portfolio:14.1% ($102.5M/$727.7M)

nCino, Inc.

NCNO|63947X101

Shares:3.7M

Value:$100.3M

% of Portfolio:13.8% ($100.3M/$727.7M)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:1.4M

Value:$94.9M

% of Portfolio:13.0% ($94.9M/$727.7M)

monday.com Ltd.

MNDY|M7S64H106

Shares:378.7K

Value:$92.1M

% of Portfolio:12.7% ($92.1M/$727.7M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:1.1M

Value:$91.0M

% of Portfolio:12.5% ($91.0M/$727.7M)

Braze, Inc.

BRZE|10576N102

Shares:2.4M

Value:$85.6M

% of Portfolio:11.8% ($85.6M/$727.7M)

Shift4 Payments, Inc.

FOUR|82452J109

Shares:898.9K

Value:$73.4M

% of Portfolio:10.1% ($73.4M/$727.7M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:179.6K

Value:$40.9M

% of Portfolio:5.6% ($40.9M/$727.7M)

Blend Labs, Inc.

BLND|09352U108

Shares:8.9M

Value:$29.9M

% of Portfolio:4.1% ($29.9M/$727.7M)

Vertex, Inc.

VERX|92538J106

Shares:490.2K

Value:$17.2M

% of Portfolio:2.4% ($17.2M/$727.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	166.9K	QoQ +94.72% (+81.2K) YoY +27.26% (+35.8K)	All Managers (Combined)	$102.5M	14.1% ($102.5M/$727.7M)	QoQ +90.23% (+$48.6M) YoY +20.21% (+$17.2M)
nCino, Inc.(NCNOcusip63947X101)	3.7M	QoQ +38.91% (+1.0M) YoY NEW(+3.7M)	All Managers (Combined)	$100.3M	13.8% ($100.3M/$727.7M)	QoQ +13.64% (+$12.0M) YoY NEW(+$100.3M)
PROCORE TECHNOLOGIES, INC.(PCORcusip74275K108)	1.4M	QoQ +20.05% (+240.1K) YoY NEW(+1.4M)	All Managers (Combined)	$94.9M	13.0% ($94.9M/$727.7M)	QoQ +5.78% (+$5.2M) YoY NEW(+$94.9M)
monday.com Ltd.(MNDYcusipM7S64H106)	378.7K	QoQ 0.00% (-1) YoY -13.11% (-57.2K)	All Managers (Combined)	$92.1M	12.7% ($92.1M/$727.7M)	QoQ +3.27% (-$2.9M) YoY -6.46% (-$6.4M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	1.1M	QoQ +26.21% (+238.5K) YoY NEW(+1.1M)	All Managers (Combined)	$91.0M	12.5% ($91.0M/$727.7M)	QoQ +39.68% (+$25.8M) YoY NEW(+$91.0M)
Braze, Inc.(BRZEcusip10576N102)	2.4M	QoQ +58.18% (+873.0K) YoY NEW(+2.4M)	All Managers (Combined)	$85.6M	11.8% ($85.6M/$727.7M)	QoQ +36.27% (+$22.8M) YoY NEW(+$85.6M)
Shift4 Payments, Inc.(FOURcusip82452J109)	898.9K	QoQ -7.30% (-70.9K) YoY -43.69% (-697.5K)	All Managers (Combined)	$73.4M	10.1% ($73.4M/$727.7M)	QoQ -27.02% (-$27.2M) YoY -30.36% (-$32.0M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	179.6K	QoQ -42.87% (-134.8K) YoY -68.52% (-391.1K)	All Managers (Combined)	$40.9M	5.6% ($40.9M/$727.7M)	QoQ -47.41% (-$36.8M) YoY -66.42% (-$80.9M)
Blend Labs, Inc.(BLNDcusip09352U108)	8.9M	QoQ +25.87% (+1.8M) YoY +110.61% (+4.7M)	All Managers (Combined)	$29.9M	4.1% ($29.9M/$727.7M)	QoQ +0.16% (+$48.7K) YoY +117.10% (+$16.1M)
Vertex, Inc.(VERXcusip92538J106)	490.2K	QoQ NEW(+490.2K) YoY NEW(+490.2K)	All Managers (Combined)	$17.2M	2.4% ($17.2M/$727.7M)	QoQ NEW(+$17.2M) YoY NEW(+$17.2M)