13F filing recap · Q2 2025

What did ShawSpring Partners buy in Q2 2025?

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

Stock value

$792.38M

Positions

Estimated turnover

34.1%

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 a new position in Okta and exited Hilton Worldwide entirely. It trimmed Intuit, Monday.com, Ncino, and Shift4 Payments, while adding to Costar Group and Procore Technologies. The firm also increased its stake in Vertex substantially and added slightly to Braze.

New positions

OKTAOkta, Inc.$95.40Mreported value+954.3K shares

Increased positions

CSGPCostar Group, Inc.$109.03Mreported value+207.8K shares+18.1%PCORProcore Technologies, Inc.$106.85Mreported value+124.3K shares+8.6%BRZEBraze, Inc.$70.80Mreported value+146.2K shares+6.2%VERXVertex, Inc.$25.17Mreported value+222.3K shares

Reduced positions

INTUIntuit Inc.$109.34Mreported value-28.1K shares-16.8%MNDYMonday.com Ltd.$88.44Mreported value-97.5K shares-25.7%NCNONcino, Inc.$80.77Mreported value-764.2K shares-20.9%FOURShift4 Payments, Inc.$77.18Mreported value-120.2K shares

Exited positions

HLTHilton Worldwide Holdings Inc.$40.87Mprior reported value-179.6K shares-100.0%