SP
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ShawSpring Partners LLC13F | |
| ShawSpring Partners LLC | |
| Last update 2025-05-15 | 10 Stocks (1 new) |
| Value $728.00 Mil | Turnover 23 % |
ShawSpring Partners LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTU | Intuit Inc | 166,936 | 102,497.0 | +94.73% | 14.080 | +6.85% | 0.060 | +22.70% | +20.99% | 211,402.8 | Software | |
NCNO | Ncino Inc | 3,651,918 | 100,318.2 | +38.92% | 13.780 | +3.86% | 3.170 | -11.10% | -22.22% | 3,028.4 | Software | |
PCOR | Procore Technologies Inc | 1,437,331 | 94,892.6 | +20.06% | 13.040 | +2.18% | 0.960 | -6.69% | -9.90% | 10,070.4 | Software | |
MNDY | Monday.Com Ltd | 378,711 | 92,087.4 | 0% | 12.650 | 0% | 0.750 | +7.58% | +26.72% | 15,148.7 | Software | |
CSGP | CoStar Group Inc | 1,148,302 | 90,980.0 | +26.21% | 12.500 | +2.60% | 0.270 | +1.28% | +13.51% | 34,282.5 | Real Estate | |
BRZE | Braze Inc | 2,373,386 | 85,631.8 | +58.18% | 11.770 | +4.33% | 2.270 | -32.29% | -36.72% | 2,798.7 | Software | |
FOUR | Shift4 Payments Inc | 898,874 | 73,447.0 | -7.31% | 10.090 | -0.97% | 1.310 | +11.26% | -7.06% | 6,637.6 | Software | |
HLT | Hilton Worldwide Holdings Inc | 179,612 | 40,870.7 | -42.88% | 5.620 | -4.41% | 0.080 | +8.18% | +2.77% | 60,309.2 | Travel & Leisure | |
BLND | Blend Labs Inc | 8,911,039 | 29,852.0 | +25.88% | 4.100 | +0.84% | 3.450 | -12.30% | -23.75% | 829.9 | Software | |
VERX | Vertex Inc | 490,162 | 17,160.6 | New Holding | 2.360 | +2.36% | 0.310 | -5.88% | -37.30% | 5,301.4 | Software |
ShawSpring Partners LLC's Historical Top Holdings Breakdowns
ShawSpring Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IAC | IAC Inc | 2025-03-31 | Sold Out Sold Out | -8.52% | 33.77 ($36.63) 41.19 | $36.39 | -0.66% | Sold Out | 0 | -1,490,081 | |
INTU | Intuit Inc | 2025-03-31 | Add Add | +6.85% | 555.63 ($600.51) 630.23 | $757.86 | 26.20% | Add 94.73% | 166,936 | 81,208 | |
SE | Sea Ltd | 2025-03-31 | Sold Out Sold Out | -4.43% | 104.87 ($124.01) 146.31 | $155.81 | 25.64% | Sold Out | 0 | -315,538 | |
HLT | Hilton Worldwide Holdings Inc | 2025-03-31 | Reduce Reduce | -4.41% | 221.78 ($249.12) 273.45 | $253.72 | 1.85% | Reduce -42.88% | 179,612 | -134,825 | |
BRZE | Braze Inc | 2025-03-31 | Add Add | +4.33% | 32.44 ($40.24) 47.22 | $26.50 | -34.15% | Add 58.18% | 2,373,386 | 872,973 | |
NCNO | Ncino Inc | 2025-03-31 | Add Add | +3.86% | 27.36 ($31.63) 34.81 | $26.12 | -17.42% | Add 38.92% | 3,651,918 | 1,023,062 | |
CSGP | CoStar Group Inc | 2025-03-31 | Add Add | +2.60% | 69.29 ($76.08) 80.37 | $81.26 | 6.81% | Add 26.21% | 1,148,302 | 238,499 | |
VERX | Vertex Inc | 2025-03-31 | New Buy New Buy | +2.36% | 31.15 ($45.68) 58.95 | $33.45 | -26.77% | New holding | 490,162 | 490,162 | |
PCOR | Procore Technologies Inc | 2025-03-31 | Add Add | +2.18% | 65.21 ($75.46) 88.33 | $67.51 | -10.54% | Add 20.06% | 1,437,331 | 240,132 | |
FOUR | Shift4 Payments Inc | 2025-03-31 | Reduce Reduce | -0.97% | 81.71 ($103.05) 125.66 | $96.45 | -6.40% | Reduce -7.31% | 898,874 | -70,874 |
ShawSpring Partners LLC Total Holding History ($B)
ShawSpring Partners LLC's Asset Allocation
ShawSpring Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ShawSpring Partners LLC's Hypothetical Growth since 2025-03-31
ShawSpring Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ShawSpring Partners LLC's Holdings Heat Map
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ShawSpring Partners LLC's Holdings Bubble Chart
ShawSpring Partners LLC News
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