Data as of Q4 2025 (Dec 31, 2025)

ShawSpring Partners LLC

•CIK: 1766908•Filing: Q4 2025

**ShawSpring Partners LLC** manages $531M across a concentrated portfolio of 11 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including OKTA at $76.4M and FOUR at $72.3M. Further notable allocations include CSGP at $64.4M and BABA at $55.4M, indicating targeted exposure to high-potential sectors. This structure suggests a disciplined, high-conviction approach to capital deployment.

Total AUM
$531.1M
QoQ Performance
-21.0%
Positions
11
Top 10 Concentration
94.9%
Latest Filing
Q4 2025

Top Holdings Allocation

OKTA
FOUR
CSGP
BABA
BRZE
PCOR
MNDY
FWONK
OKTA14.4%
FOUR13.6%
CSGP12.1%
BABA10.4%
BRZE9.5%
PCOR9.3%
MNDY7.1%
FWONK6.9%

📈 Biggest Buys

BABA
ALIBABA GROUP HLDG LTD
NEW
10.4% of portfolio
AMZN
AMAZON COM INC
NEW
5.1% of portfolio
FWONK
LIBERTY MEDIA CORP DEL
+70.9%
6.9% of portfolio
CSGP
COSTAR GROUP INC
+6.9%
12.1% of portfolio

📉 Biggest Sells

INTU
INTUIT
-55.7%
6.3% of portfolio
PCOR
PROCORE TECHNOLOGIES INC
-36.8%
9.3% of portfolio
MNDY
MONDAY COM LTD
-32.1%
7.1% of portfolio
BRZE
BRAZE INC
-20.3%
9.5% of portfolio
OKTA
OKTA INC
-10.8%
14.4% of portfolio

Sector Breakdown

Other81.6%
Communication6.9%
Technology6.3%
Consumer5.1%

🚪 Exited Positionssold since Q3 2025

NCNO
NCINO INC
SOLD
$42.1M
VERX
VERTEX INC
SOLD
$26.8M

Changes from Q3 2025

NEW2 new positions
↑2 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

OKTA14.4%
OKTA INC
$76.4M
FOUR13.6%
SHIFT4 PMTS INC
$72.3M
CSGP12.1%
COSTAR GROUP INC
$64.4M
BABA10.4%
ALIBABA GROUP HLDG LTD
$55.4M
BRZE9.5%
BRAZE INC
$50.5M

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