ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 12
- +1 vs. Q4 2025
- Portfolio value
- $267.6M
- −$263.5M (−49.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OKTAOkta, Inc. | CL A | 565,036 | $44.5M | 16.6% | −318,405−36.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 186,499 | $38.8M | 14.5% | +68,061+57.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 290,261 | $36.4M | 13.6% | −87,894−23.2% | Reduced | History |
| ZSZscaler, Inc. | Stock | 200,416 | $28.1M | 10.5% | +200,416 | New | History |
| BRZEBraze, Inc. | Stock | 1,112,099 | $26.3M | 9.8% | −360,906−24.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 40,939 | $17.7M | 6.6% | −9,782−19.3% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 202,928 | $17.3M | 6.4% | −168,901−45.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 906,291 | $17.1M | 6.4% | +906,291 | New | History |
| CSGPCostar Group, Inc. | COM | 339,081 | $13.7M | 5.1% | −618,476−64.6% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 216,756 | $12.4M | 4.6% | −464,780−68.2% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 221,782 | $8.94M | 3.3% | +221,782 | New | History |
| CEGConstellation Energy Corp | Stock | 23,167 | $6.47M | 2.4% | +23,167 | New | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.