Filed: 11/13/2025ACC: 0001172661-25-004775
📋 What this filing means
SHAWSPRING PARTNERS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $672.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$672.60M
Total AUM (reported)
19.25M
Total Shares
Allocation by class
COM$274.42M40.8%
CL A$250.41M37.2%
SHS$72.48M10.8%
COM CL A$52.56M7.8%
COM LBTY ONE S C$22.72M3.4%
Portfolio Concentration
Top 3$266.29M39.6%
4–10$383.60M57.0%
11–25$22.72M3.4%
Top 3 weight
39.6%
Top 10 weight
96.6%
Voting Authority Distribution
Total shares with voting rights: 19.25M
Sole
Full voting authority
19.25M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
SHIFT4 PMTS INC
SOLEShares1.25M
TypeSH
Market value$96.86M
14.40%
Sole
1.25M
Shared
0.00
None
0.00
OKTA INC
SOLEShares990.49K
TypeSH
Market value$90.83M
13.50%
Sole
990.49K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.08M
TypeSH
Market value$78.60M
11.69%
Sole
1.08M
Shared
0.00
None
0.00
INTUIT
SOLEShares114.37K
TypeSH
Market value$78.10M
11.61%
Sole
114.37K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares896.03K
TypeSH
Market value$75.60M
11.24%
Sole
896.03K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares374.22K
TypeSH
Market value$72.48M
10.78%
Sole
374.22K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares1.85M
TypeSH
Market value$52.56M
7.82%
Sole
1.85M
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.55M
TypeSH
Market value$42.12M
6.26%
Sole
1.55M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares9.84M
TypeSH
Market value$35.92M
5.34%
Sole
9.84M
Shared
0.00
None
0.00
VERTEX INC
SOLEShares1.08M
TypeSH
Market value$26.81M
3.99%
Sole
1.08M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares217.52K
TypeSH
Market value$22.72M
3.38%
Sole
217.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHIFT4 PMTS INCSOLE | CL A | 1.25M | SH | $96.86M 14.40% | 1.25M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 990.49K | SH | $90.83M 13.50% | 990.49K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.08M | SH | $78.60M 11.69% | 1.08M | 0.00 | 0.00 |
INTUITSOLE | COM | 114.37K | SH | $78.10M 11.61% | 114.37K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 896.03K | SH | $75.60M 11.24% | 896.03K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 374.22K | SH | $72.48M 10.78% | 374.22K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 1.85M | SH | $52.56M 7.82% | 1.85M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.55M | SH | $42.12M 6.26% | 1.55M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 9.84M | SH | $35.92M 5.34% | 9.84M | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 1.08M | SH | $26.81M 3.99% | 1.08M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 217.52K | SH | $22.72M 3.38% | 217.52K | 0.00 | 0.00 |