13F filing recap · Q3 2025

What did ShawSpring Partners buy in Q3 2025?

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

Stock value

$672.60M

Positions

Estimated turnover

32.7%

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 Liberty Media Corporation. The firm substantially increased its stakes in Shift4 Payments and Vertex, while also adding to Okta, Monday.com, and Blend Labs. It trimmed Procore Technologies, Intuit, Costar Group, Braze, and substantially reduced Ncino.

New positions

FWONKLiberty Media Corporation$22.72Mreported value+217.5K shares

Increased positions

FOURShift4 Payments, Inc.$96.86Mreported value+472.7K shares+60.7%OKTAOkta, Inc.$90.83Mreported value+36.2K shares+3.8%MNDYMonday.com Ltd.$72.48Mreported value+93.0K shares+33.1%BLNDBlend Labs, Inc.$35.92Mreported value+929.6K shares

Reduced positions

PCORProcore Technologies, Inc.$78.60Mreported value-483.7K shares-31.0%INTUIntuit Inc.$78.10Mreported value-24.5K shares-17.6%CSGPCostar Group, Inc.$75.60Mreported value-460.0K shares-33.9%BRZEBraze, Inc.$52.56Mreported value-671.4K shares