Portfolio (Quarterly) Guide ↗

ShawSpring Partners LLC

· CIK 0001766908

13F Portfolio $531M AUM 11 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 Q3 2025 · All 11 New 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NCNO	NCINO INC	Technology	1,553,659	$42.1M	6.26%	SOLD
2	VERX	VERTEX INC	Technology	1,081,446	$26.8M	3.99%	SOLD

Sector Allocation

Technology 70.2%

Consumer Cyclical 16.7%

Real Estate 13.0%