Free Trial

Shawspring Partners LLC Top Holdings and 13F Report (2025)

About Shawspring Partners LLC

Investment Activity

  • Shawspring Partners LLC has $754.92 million in total holdings as of December 31, 2024.
  • Shawspring Partners LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 18.90% of the portfolio was purchased this quarter.
  • About 28.05% of the portfolio was sold this quarter.
  • This quarter, Shawspring Partners LLC has purchased 10 new stocks and bought additional shares in 3 stocks.
  • Shawspring Partners LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Shift4 Payments
$100,640,447
monday.com
$89,163,953
nCino
$88,276,984
Hilton Worldwide
$77,716,249

Largest New Holdings this Quarter

CoStar Group
$65,132,797 Holding
Braze
$62,837,296 Holding

Largest Purchases this Quarter

CoStar Group
909,803 shares (about $65.13M)
Braze
1,500,413 shares (about $62.84M)
monday.com
28,182 shares (about $6.64M)
Hilton Worldwide
25,017 shares (about $6.18M)
Blend Labs
449,175 shares (about $1.89M)

Largest Sales this Quarter

SEA
627,641 shares (about $66.59M)
Shift4 Payments
350,131 shares (about $36.34M)
Procore Technologies
240,883 shares (about $18.05M)
Intuit
21,224 shares (about $13.34M)
IAC
89,847 shares (about $3.88M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofShawspring Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$100,640,447$36,336,595 -26.5%969,74813.3%Business Services
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$89,706,121$18,049,363 -16.8%1,197,19911.9%Computer and Technology
monday.com Ltd. stock logo
MNDY
monday.com
$89,163,953$6,635,170 8.0%378,71211.8%Computer and Technology
nCino, Inc. stock logo
NCNO
nCino
$88,276,984$833,825 -0.9%2,628,85611.7%Computer and Technology
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$77,716,249$6,183,202 8.6%314,43710.3%Consumer Discretionary
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$65,132,797$65,132,797 New Holding909,8038.6%Computer and Technology
IAC Inc. stock logo
IAC
IAC
$64,282,094$3,876,000 -5.7%1,490,0818.5%Multi-Sector Conglomerates
Braze, Inc. stock logo
BRZE
Braze
$62,837,296$62,837,296 New Holding1,500,4138.3%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$53,880,048$13,339,284 -19.8%85,7287.1%Computer and Technology
Sea Limited stock logo
SE
SEA
$33,478,582$66,592,710 -66.5%315,5384.4%Computer and Technology
Blend Labs, Inc. stock logo
BLND
Blend Labs
$29,803,285$1,891,027 6.8%7,079,1653.9%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$0$72,750,144 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data