ShawSpring Partners

Latest statistics and disclosures from ShawSpring Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are OKTA, FOUR, CSGP, BABA, BRZE, and represent 60.07% of ShawSpring Partners's stock portfolio.
  • Added to shares of these 4 stocks: BABA (+$55M), AMZN (+$27M), FWONK (+$15M), CSGP.
  • Started 2 new stock positions in BABA, AMZN.
  • Reduced shares in these 9 stocks: INTU (-$42M), NCNO (-$42M), PCOR (-$29M), VERX (-$27M), MNDY (-$18M), BRZE (-$13M), OKTA (-$9.3M), FOUR (-$6.5M), BLND.
  • Sold out of its positions in NCNO, VERX.
  • ShawSpring Partners was a net seller of stock by $-87M.
  • ShawSpring Partners has $531M in assets under management (AUM), dropping by -21.04%.
  • Central Index Key (CIK): 0001766908

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Portfolio Holdings for ShawSpring Partners

ShawSpring Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Okta Cl A (OKTA) 14.4 $76M -10% 883k 86.47
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Shift4 Pmts Cl A (FOUR) 13.6 $72M -8% 1.1M 62.97
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CoStar (CSGP) 12.1 $64M +6% 958k 67.24
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Alibaba Group Hldg Sponsored Ads (BABA) 10.4 $55M NEW 378k 146.58
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Braze Com Cl A (BRZE) 9.5 $51M -20% 1.5M 34.29
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Procore Technologies (PCOR) 9.3 $50M -36% 682k 72.74
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Monday SHS (MNDY) 7.1 $38M -32% 254k 147.56
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Liberty Media Corp Del Com Lbty One S C (FWONK) 6.9 $37M +70% 372k 98.51
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Intuit (INTU) 6.3 $34M -55% 51k 662.42
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Blend Labs Cl A (BLND) 5.2 $27M -8% 9.0M 3.04
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Amazon (AMZN) 5.1 $27M NEW 118k 230.82
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Past Filings by ShawSpring Partners

SEC 13F filings are viewable for ShawSpring Partners going back to 2018

View all past filings