ShawSpring Partners LLC
CIK: 0001766908SEC EDGAR →
Portfolio Value
$531K
Holdings
11
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | OKTA INC | 883,441 | $76K | 14.38% |
| 2 | SHIFT4 PMTS INC | 1,148,861 | $72K | 13.62% |
| 3 | COSTAR GROUP INC | 957,557 | $64K | 12.12% |
| 4 | ALIBABA GROUP HLDG LTD | 378,155 | $55K | 10.44% |
| 5 | BRAZE INC | 1,473,005 | $51K | 9.51% |
| 6 | PROCORE TECHNOLOGIES INC | 681,536 | $50K | 9.33% |
| 7 | MONDAY COM LTD | 253,959 | $37K | 7.06% |
| 8 | LIBERTY MEDIA CORP DEL | 371,829 | $37K | 6.90% |
| 9 | INTUIT | 50,721 | $34K | 6.33% |
| 10 | BLEND LABS INC | 9,024,099 | $27K | 5.17% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $347K | 65.4% |
| Consumer Cyclical | 2 | $83K | 15.6% |
| Real Estate | 1 | $64K | 12.1% |
| Communication Services | 1 | $37K | 6.9% |