Institutional
ShawSpring Partners LLC
CIK 0001766908
$267.6M
Reported AUM
12
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | OKTA | OKTA INC | $136.85 | -0.04% | 43.92% | -48.06% | $44.5M | 16.62% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $238.51 | 5.23% | 5.54% | 30.60% | $38.8M | 14.51% | — | HELD |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $115.43 | 0.35% | -0.84% | -26.80% | $36.4M | 13.61% | — | HELD |
| 4 | ZS | ZSCALER INC | $145.74 | -5.22% | -45.14% | -44.75% | $28.1M | 10.51% | — | HELD |
| 5 | BRZE | BRAZE INC | $24.98 | -6.90% | -4.66% | -67.63% | $26.3M | 9.81% | — | HELD |
| 6 | INTU | INTUIT | $310.26 | -6.87% | -59.64% | -43.25% | $17.7M | 6.61% | — | HELD |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $99.81 | -2.04% | 2.98% | 108.52% | $17.3M | 6.45% | — | HELD |
| 8 | CPNG | COUPANG INC | $15.90 | 4.88% | -47.25% | -49.40% | $17.1M | 6.39% | — | HELD |
| 9 | CSGP | COSTAR GROUP INC | $28.72 | -3.72% | -68.47% | -64.80% | $13.7M | 5.11% | — | HELD |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | $52.70 | 5.06% | -19.15% | -44.70% | $12.4M | 4.62% | — | HELD |
| 11 | GDS | GDS HLDGS LTD | $31.28 | 5.75% | -8.31% | -46.50% | $8.9M | 3.34% | — | HELD |
| 12 | CEG | CONSTELLATION ENERGY CORP | $268.44 | 4.07% | -23.91% | 479.99% | $6.5M | 2.42% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001956. 13F discloses long positions only — shorts, foreign equities, and options are excluded.