SP

ShawSpring Partners LLC

13F
ShawSpring Partners LLC
Last update 2025-02-14 11 Stocks (2 new)
Value $755.00 Mil Turnover 19 %
Countries:
Top Holdings: FOUR(13.33%)PCOR(11.88%)MNDY(11.81%)NCNO(11.69%)HLT(10.29%)
Summary Stock Picks Current Portfolio
ShawSpring Partners LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FOUR 		Shift4 Payments Inc
969,748
100,640.4
-26.53%
13.330
-3.92%
1.380
-31.24%
-22.64%
5,563.2
Software
PCOR 		Procore Technologies Inc
1,197,199
89,706.1
-16.75%
11.880
-1.88%
0.810
-18.27%
-14.93%
9,556.2
Software
MNDY 		Monday.Com Ltd
378,712
89,163.9
+8.04%
11.810
+0.88%
0.760
+10.43%
+16.38%
13,911.9
Software
NCNO 		Ncino Inc
2,628,856
88,277.0
-0.94%
11.690
-0.10%
2.270
-29.26%
-31.39%
2,683.0
Software
HLT 		Hilton Worldwide Holdings Inc
314,437
77,716.3
+8.64%
10.290
+0.82%
0.130
-11.30%
-11.09%
52,624.0
Travel & Leisure
CSGP 		CoStar Group Inc
909,803
65,132.8
New Holding
8.630
+8.63%
0.220
+11.68%
+15.69%
34,930.4
Real Estate
IAC 		IAC Inc
1,490,081
64,282.1
-5.69%
8.520
-0.61%
1.730
+1.33%
+0.04%
2,848.9
Interactive Media
BRZE 		Braze Inc
1,500,413
62,837.3
New Holding
8.320
+8.32%
1.450
-31.67%
-25.45%
3,266.6
Software
INTU 		Intuit Inc
85,728
53,880.1
-19.84%
7.140
-1.66%
0.030
+4.56%
-0.36%
174,480.2
Software
SE 		Sea Ltd
315,538
33,478.6
-66.55%
4.430
-7.47%
0.050
+8.46%
+20.41%
75,636.5
Retail - Cyclical

ShawSpring Partners LLC's Historical Top Holdings Breakdowns

ShawSpring Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CPNG 		Coupang Inc2024-12-31Sold Out
-9.19%
●
21.98 ($24.55) 26.89
$23.44
-4.52%
Sold Out
0
-2,963,346
CSGP 		CoStar Group Inc2024-12-31New Buy
+8.63%
●
69.84 ($75.53) 81.97
$82.82
9.65%
New holding
909,803
909,803
BRZE 		Braze Inc2024-12-31New Buy
+8.32%
●
29.93 ($36.35) 44.78
$31.22
-14.11%
New holding
1,500,413
1,500,413
SE 		Sea Ltd2024-12-31Reduce
-7.47%
●
93.56 ($105.22) 117.41
$127.76
21.42%
Reduce -66.55%
315,538
-627,641
FOUR 		Shift4 Payments Inc2024-12-31Reduce
-3.92%
●
88.91 ($99.45) 114.95
$80.28
-19.28%
Reduce -26.53%
969,748
-350,131
PCOR 		Procore Technologies Inc2024-12-31Reduce
-1.88%
●
58.8 ($71.13) 85.72
$63.74
-10.39%
Reduce -16.75%
1,197,199
-240,883
INTU 		Intuit Inc2024-12-31Reduce
-1.66%
●
602.01 ($639.51) 706.25
$624.12
-2.41%
Reduce -19.84%
85,728
-21,224
MNDY 		Monday.Com Ltd2024-12-31Add
+0.88%
●
224.69 ($277.12) 324.31
$274.00
-1.13%
Add 8.04%
378,712
28,182
HLT 		Hilton Worldwide Holdings Inc2024-12-31Add
+0.82%
●
230.88 ($245) 258.46
$219.62
-10.36%
Add 8.64%
314,437
25,017
IAC 		IAC Inc2024-12-31Reduce
-0.61%
●
41.75 ($48.79) 55.1
$35.55
-27.14%
Reduce -5.69%
1,490,081
-89,847

ShawSpring Partners LLC Total Holding History ($B)

To

ShawSpring Partners LLC's Asset Allocation

To

ShawSpring Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ShawSpring Partners LLC's Hypothetical Growth since 2024-12-31

ShawSpring Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ShawSpring Partners LLC's Holdings Heat Map

Size field:

ShawSpring Partners LLC's Holdings Bubble Chart

ShawSpring Partners LLC News

  • 1

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