ShawSpring Partners LLC
13F Reported Value
ⓘ$267.6M
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ShawSpring Partners LLC disclosed 12 positions worth $267.6M in its Form 13F-HR for Q1 2026, led by $OKTA (Okta, Inc.) at 16.6% of the equity portfolio, followed by $AMZN and $BABA. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $ZS and a full exit from $FOUR. The portfolio is most concentrated in Technology (51.5% of disclosed assets). All figures are sourced directly from ShawSpring Partners LLC’s Form 13F-HR filing with the SEC under CIK 1766908.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 67.3#473
Quality
$44.5M565,036 sh - 74.6#152
Quality
$38.8M186,499 sh - —
Quality
$36.4M290,261 sh - 57.9
Quality
$28.1M200,416 sh - 44.8
Quality
$26.3M1,112,099 sh - 82.0
Quality
$17.7M40,939 sh - 51.0
Quality
$17.3M202,928 sh - 56.4
Quality
$17.1M906,291 sh - 49.5
Quality
$13.7M339,081 sh - 51.8
Quality
$12.4M216,756 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Okta, Inc.$OKTA | 67.3#473 | $44.5M | 565,036 |
 AMAZON COM INC$AMZN | 74.6#152 | $38.8M | 186,499 |
 Alibaba Group Holding Ltd$BABA | — | $36.4M | 290,261 |
 Zscaler, Inc.$ZS | 57.9 | $28.1M | 200,416 |
 Braze, Inc.$BRZE | 44.8 | $26.3M | 1,112,099 |
 INTUIT INC.$INTU | 82.0 | $17.7M | 40,939 |
 Liberty Media Corp$FWONA | 51.0 | $17.3M | 202,928 |
 Coupang, Inc.$CPNG | 56.4 | $17.1M | 906,291 |
 COSTAR GROUP, INC.$CSGP | 49.5 | $13.7M | 339,081 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8 | $12.4M | 216,756 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ShawSpring Partners LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$137.8M
Consumer Discretionary
$56.0M
Industrials
$50.1M
Communication Services
$17.3M
Utilities
$6.5M
Full Holdings — ShawSpring Partners LLC (Q1 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $OKTA | Okta, Inc. | $44.5M | 16.6% | -36% | 67.3 |
| 2 | $AMZN | AMAZON COM INC | $38.8M | 14.5% | +57% | 74.6 |
| 3 | $BABA | Alibaba Group Holding Ltd | $36.4M | 13.6% | -23% | — |
| 4 | $ZS | Zscaler, Inc. | $28.1M | 10.5% | NEW | 57.9 |
| 5 | $BRZE | Braze, Inc. | $26.3M | 9.8% | -25% | 44.8 |
| 6 | $INTU | INTUIT INC. | $17.7M | 6.6% | -19% | 82 |
| 7 | $FWONA | Liberty Media Corp | $17.3M | 6.5% | -45% | 51 |
| 8 | $CPNG | Coupang, Inc. | $17.1M | 6.4% | NEW | 56.4 |
| 9 | $CSGP | COSTAR GROUP, INC. | $13.7M | 5.1% | -65% | 49.5 |
| 10 | $PCOR | PROCORE TECHNOLOGIES, INC. | $12.4M | 4.6% | -68% | 51.8 |
| 11 |  $GDS | GDS Holdings Ltd | $8.9M | 3.3% | NEW | — |
| 12 |  $CEG | Constellation Energy Corp | $6.5M | 2.4% | NEW | 62.5 |
New Positions (4)
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