13F filing recap · Q4 2024

What did ShawSpring Partners buy in Q4 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$754.92M

Positions

Estimated turnover

45.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

ShawSpring Partners opened new positions in Costar Group and Braze, while exiting Coupang entirely. The firm trimmed Shift4 Payments, Procore Technologies, and Intuit, and substantially reduced its Sea Limited stake. It also added slightly to Monday.com, Hilton Worldwide Holdings, and Blend Labs.

New positions

CSGPCostar Group, Inc.$65.13Mreported value+909.8K shares BRZEBraze, Inc.$62.84Mreported value+1.50M shares

Increased positions

MNDYMonday.com Ltd.$89.16Mreported value+28.2K shares+8.0%HLTHilton Worldwide Holdings Inc.$77.72Mreported value+25.0K shares+8.6%BLNDBlend Labs, Inc.$29.80Mreported value+449.2K shares+6.8%

Reduced positions

FOURShift4 Payments, Inc.$100.64Mreported value-350.1K shares-26.5%PCORProcore Technologies, Inc.$89.71Mreported value-240.9K shares-16.8%NCNONcino, Inc.$88.28Mreported value-24.8K shares-0.9%PPLIIac Inc.$64.28Mreported value-89.8K shares

Exited positions

CPNGCoupang, Inc.$72.75Mprior reported value-2.96M shares-100.0%