ShawSpring Partners 13F, Q3 2025
Dennis Hong · quarter ending 30 September 2025 · filed 13 November 2025 · SEC CIK 1766908
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| SHIFT4 PMTS INC | FOUR | $96.86M | 14.4% | +61% shares |
| OKTA INC | OKTA | $90.83M | 13.5% | +4% shares |
| PROCORE TECHNOLOGIES INC | PCOR | $78.60M | 11.7% | -31% shares |
| INTUIT | INTU | $78.10M | 11.6% | -18% shares |
| COSTAR GROUP INC | CSGP | $75.60M | 11.2% | -34% shares |
| MONDAY COM LTD | $72.48M | 10.8% | +33% shares | |
| BRAZE INC | BRZE | $52.56M | 7.8% | -27% shares |
| NCINO INC | NCNO | $42.12M | 6.3% | -46% shares |
| BLEND LABS INC | BLND | $35.92M | 5.3% | +10% shares |
| VERTEX INC | VERX | $26.81M | 4.0% | +52% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $22.72M | 3.4% | new |
What changed since Q2 2025
Against the Q2 2025 filing, ShawSpring Partners opened 1 new position, added to 5, trimmed 5, left 0 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-004775, filed by ShawSpring Partners LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.