ShawSpring Partners LLC Portfolio Holdings
Q3 2025•11 long positions•$672.6M portfolio value
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Holding11 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $96.9M 14.4% | +$36.6M Bought | 1.82% 1.3M shares | 778.7K → 1.3M +$36.6M | +60.7% | $5.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $90.8M 13.5% | +$3.3M Bought | 0.562% 990.5K shares | 954.3K → 990.5K +$3.3M | +3.79% | $16.2B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $78.6M 11.69% | -$35.3M Sold | 0.718% 1.1M shares | 1.6M → 1.1M −$35.3M | -30.97% | $11.0B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $78.1M 11.61% | -$16.7M Sold | 0.041% 114.4K shares | 138.8K → 114.4K −$16.7M | -17.62% | $190.40B Large Cap | Q3 2022 Held for 3y 2m | |
Real Estate - Services Real Estate | $75.6M 11.24% | -$38.8M Sold | 0.212% 896.0K shares | 1.4M → 896.0K −$38.8M | -33.92% | $35.7B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $72.5M 10.78% | +$18.0M Bought | 0.726% 374.2K shares | 281.2K → 374.2K +$18.0M | +33.07% | $10.0B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $52.6M 7.82% | -$19.1M Sold | 1.66% 1.8M shares | 2.5M → 1.8M −$19.1M | -26.65% | $3.2B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $42.1M 6.26% | -$36.2M Sold | 1.34% 1.6M shares | 2.9M → 1.6M −$36.2M | -46.2% | $3.1B Mid Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $35.9M 5.34% | +$3.4M Bought | 3.79% 9.8M shares | 8.9M → 9.8M +$3.4M | +10.43% | $946.5M Small Cap | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $26.8M 3.99% | +$9.1M Bought | 0.678% 1.1M shares | 712.4K → 1.1M +$9.1M | +51.79% | $4.0B Mid Cap | Q1 2025 Held for 8 months | |
Entertainment Communication Services | $22.7M 3.38% | +$22.7M New | 0.087% 217.5K shares | 0 → 217.5K +$22.7M | New | $26.1B Large Cap | Q3 2025 Held for 2 months |
