Q1 2026 · 13F-HR
ShawSpring Partners LLCholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001956
$267.6M
Reported value
12
Positions
2026-03-31
Period end
The Brief · ShawSpring Partners LLC · Q1 2026
AI · grounded in 13F
ShawSpring Partners LLC closed its position in FOUR, reducing exposure by $72.3M. The fund also exited positions in MNDY and BLND, while trimming shares of PCOR by 68.2% and CSGP by 64.6%. On the buy side, the fund established new positions in ZS for $28.1M and CPNG for $17.1M, and increased its stake in AMZN by 57.5%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 679295105 | OKTA | OKTA INC | $44.5M | 16.6% | 565,036 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $38.8M | 14.5% | 186,499 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $36.4M | 13.6% | 290,261 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $28.1M | 10.5% | 200,416 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $26.3M | 9.81% | 1,112,099 | Common | SOLE |
| 461202103 | INTU | INTUIT | $17.7M | 6.61% | 40,939 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $17.3M | 6.45% | 202,928 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $17.1M | 6.39% | 906,291 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $13.7M | 5.11% | 339,081 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $12.4M | 4.62% | 216,756 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $8.9M | 3.34% | 221,782 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $6.5M | 2.42% | 23,167 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.