Filed: 5/15/2025ACC: 0001172661-25-002068
π What this filing means
SHAWSPRING PARTNERS LLC filed this quarterly 13FβHR report disclosing 10 equity positions with a total reported market value of $727.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$727.74M
Total AUM (reported)
19.64M
Total Shares
Allocation by class
COM$429.56M59.0%
CL A$120.46M16.6%
SHS$92.09M12.7%
COM CL A$85.63M11.8%
Portfolio Concentration
Top 3$297.71M40.9%
4β10$430.03M59.1%
Top 3 weight
40.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.64M
Sole
Full voting authority
19.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings10
Rows:
INTUIT
SOLEShares166.94K
TypeSH
Market value$102.50M
14.08%
Sole
166.94K
Shared
0.00
None
0.00
NCINO INC
SOLEShares3.65M
TypeSH
Market value$100.32M
13.78%
Sole
3.65M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.44M
TypeSH
Market value$94.89M
13.04%
Sole
1.44M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares378.71K
TypeSH
Market value$92.09M
12.65%
Sole
378.71K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.15M
TypeSH
Market value$90.98M
12.50%
Sole
1.15M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares2.37M
TypeSH
Market value$85.63M
11.77%
Sole
2.37M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares898.87K
TypeSH
Market value$73.45M
10.09%
Sole
898.87K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares179.61K
TypeSH
Market value$40.87M
5.62%
Sole
179.61K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares8.91M
TypeSH
Market value$29.85M
4.10%
Sole
8.91M
Shared
0.00
None
0.00
VERTEX INC
SOLEShares490.16K
TypeSH
Market value$17.16M
2.36%
Sole
490.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTUITSOLE | COM | 166.94K | SH | $102.50M 14.08% | 166.94K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 3.65M | SH | $100.32M 13.78% | 3.65M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.44M | SH | $94.89M 13.04% | 1.44M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 378.71K | SH | $92.09M 12.65% | 378.71K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.15M | SH | $90.98M 12.50% | 1.15M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 2.37M | SH | $85.63M 11.77% | 2.37M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 898.87K | SH | $73.45M 10.09% | 898.87K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 179.61K | SH | $40.87M 5.62% | 179.61K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 8.91M | SH | $29.85M 4.10% | 8.91M | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 490.16K | SH | $17.16M 2.36% | 490.16K | 0.00 | 0.00 |