Investor Details
| Filer Name: | SHAWSPRING PARTNERS LLC |
|---|---|
| CIK: | 1766908 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.75B |
Shawspring Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| FOUR | US | SHIFT4 PAYMENTS INC-CLASS A | 969,748 | $101M | 13.33% | -26.5% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 1,197,199 | $90M | 11.88% | -16.8% | - |
| MNDY | US | MONDAY.COM LTD | 378,712 | $89M | 11.81% | 8.0% | - |
| NCNO | US | NCINO INC | 2,628,856 | $88M | 11.69% | -0.9% | - |
| HLT | US | HILTON WORLDWIDE HOLDINGS IN | 314,437 | $78M | 10.29% | 8.6% | - |
| CSGP | US | COSTAR GROUP INC | 909,803 | $65M | 8.63% | 100.0% | - |
| IAC | US | IAC INC | 1,490,081 | $64M | 8.52% | -5.7% | - |
| BRZE | US | BRAZE INC-A | 1,500,413 | $63M | 8.32% | 100.0% | - |
| INTU | US | INTUIT INC | 85,728 | $54M | 7.14% | -19.8% | - |
| SE | US | SEA LTD-ADR | 315,538 | $33M | 4.43% | -66.5% | - |
| BLND | US | BLEND LABS INC-A | 7,079,165 | $30M | 3.95% | 6.8% | - |