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 | $141.93 | 1.08% | 47.61% | -46.73% | $44.5M | 16.62% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $38.8M | 14.51% | — | HELD |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $122.28 | 5.12% | 0.27% | -25.98% | $36.4M | 13.61% | — | HELD |
| 4 | ZS | ZSCALER INC | $151.20 | 1.89% | -47.05% | -46.69% | $28.1M | 10.51% | — | HELD |
| 5 | BRZE | BRAZE INC | $24.92 | -0.56% | -4.89% | -67.70% | $26.3M | 9.81% | — | HELD |
| 6 | INTU | INTUIT | $316.07 | 0.18% | -59.03% | -42.39% | $17.7M | 6.61% | — | HELD |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $98.13 | -1.87% | 1.07% | 104.65% | $17.3M | 6.45% | — | HELD |
| 8 | CPNG | COUPANG INC | $16.36 | 1.68% | -44.02% | -46.30% | $17.1M | 6.39% | — | HELD |
| 9 | CSGP | COSTAR GROUP INC | $28.76 | -2.38% | -68.86% | -65.23% | $13.7M | 5.11% | — | HELD |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | $54.77 | 1.82% | -13.30% | -40.69% | $12.4M | 4.62% | — | HELD |
| 11 | GDS | GDS HLDGS LTD | $32.74 | 2.41% | -6.98% | -45.73% | $8.9M | 3.34% | — | HELD |
| 12 | CEG | CONSTELLATION ENERGY CORP | $262.75 | -0.31% | -22.25% | 492.61% | $6.5M | 2.42% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001956. 13F discloses long positions only — shorts, foreign equities, and options are excluded.