Filed: 8/14/2025ACC: 0001172661-25-003412
π What this filing means
SHAWSPRING PARTNERS LLC filed this quarterly 13FβHR report disclosing 10 equity positions with a total reported market value of $792.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$792.38M
Total AUM (reported)
20.10M
Total Shares
Allocation by class
COM$405.98M51.2%
CL A$227.16M28.7%
SHS$88.44M11.2%
COM CL A$70.80M8.9%
Portfolio Concentration
Top 3$325.21M41.0%
4β10$467.17M59.0%
Top 3 weight
41.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 20.10M
Sole
Full voting authority
20.10M
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
SOLEShares138.82K
TypeSH
Market value$109.34M
13.80%
Sole
138.82K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.36M
TypeSH
Market value$109.03M
13.76%
Sole
1.36M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.56M
TypeSH
Market value$106.85M
13.48%
Sole
1.56M
Shared
0.00
None
0.00
OKTA INC
SOLEShares954.29K
TypeSH
Market value$95.40M
12.04%
Sole
954.29K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares281.21K
TypeSH
Market value$88.44M
11.16%
Sole
281.21K
Shared
0.00
None
0.00
NCINO INC
SOLEShares2.89M
TypeSH
Market value$80.77M
10.19%
Sole
2.89M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares778.72K
TypeSH
Market value$77.18M
9.74%
Sole
778.72K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares2.52M
TypeSH
Market value$70.80M
8.94%
Sole
2.52M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares8.91M
TypeSH
Market value$29.41M
3.71%
Sole
8.91M
Shared
0.00
None
0.00
VERTEX INC
SOLEShares712.45K
TypeSH
Market value$25.17M
3.18%
Sole
712.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTUITSOLE | COM | 138.82K | SH | $109.34M 13.80% | 138.82K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.36M | SH | $109.03M 13.76% | 1.36M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.56M | SH | $106.85M 13.48% | 1.56M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 954.29K | SH | $95.40M 12.04% | 954.29K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 281.21K | SH | $88.44M 11.16% | 281.21K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 2.89M | SH | $80.77M 10.19% | 2.89M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 778.72K | SH | $77.18M 9.74% | 778.72K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 2.52M | SH | $70.80M 8.94% | 2.52M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 8.91M | SH | $29.41M 3.71% | 8.91M | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 712.45K | SH | $25.17M 3.18% | 712.45K | 0.00 | 0.00 |