ShawSpring Partners
Latest statistics and disclosures from ShawSpring Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OKTA, AMZN, BABA, ZS, BRZE, and represent 65.06% of ShawSpring Partners's stock portfolio.
- Added to shares of these 5 stocks: ZS (+$28M), CPNG (+$17M), AMZN (+$14M), GDS (+$8.9M), CEG (+$6.5M).
- Started 4 new stock positions in ZS, CPNG, GDS, CEG.
- Reduced shares in these 10 stocks: FOUR (-$72M), MNDY (-$38M), BLND (-$27M), PCOR (-$27M), OKTA (-$25M), CSGP (-$25M), FWONK (-$14M), BABA (-$11M), BRZE (-$8.5M), INTU.
- Sold out of its positions in BLND, FOUR, MNDY.
- ShawSpring Partners was a net seller of stock by $-177M.
- ShawSpring Partners has $268M in assets under management (AUM), dropping by -49.61%.
- Central Index Key (CIK): 0001766908
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Positions held by ShawSpring Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for ShawSpring Partners
ShawSpring Partners holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Okta Cl A (OKTA) | 16.6 | $45M | -36% | 565k | 78.71 |
|
| Amazon (AMZN) | 14.5 | $39M | +57% | 187k | 208.27 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 13.6 | $36M | -23% | 290k | 125.46 |
|
| Zscaler Incorporated (ZS) | 10.5 | $28M | NEW | 200k | 140.29 |
|
| Braze Com Cl A (BRZE) | 9.8 | $26M | -24% | 1.1M | 23.61 |
|
| Intuit (INTU) | 6.6 | $18M | -19% | 41k | 432.38 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.4 | $17M | -45% | 203k | 85.02 |
|
| Coupang Cl A (CPNG) | 6.4 | $17M | NEW | 906k | 18.88 |
|
| CoStar (CSGP) | 5.1 | $14M | -64% | 339k | 40.34 |
|
| Procore Technologies (PCOR) | 4.6 | $12M | -68% | 217k | 57.00 |
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| GDS HLDGS Sponsored Ads (GDS) | 3.3 | $8.9M | NEW | 222k | 40.29 |
|
| Constellation Energy (CEG) | 2.4 | $6.5M | NEW | 23k | 279.25 |
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Past Filings by ShawSpring Partners
SEC 13F filings are viewable for ShawSpring Partners going back to 2018
- ShawSpring Partners 2026 Q1 filed May 14, 2026
- ShawSpring Partners 2025 Q4 filed Feb. 13, 2026
- ShawSpring Partners 2025 Q3 filed Nov. 13, 2025
- ShawSpring Partners 2025 Q2 filed Aug. 14, 2025
- ShawSpring Partners 2025 Q1 filed May 15, 2025
- ShawSpring Partners 2024 Q4 filed Feb. 13, 2025
- ShawSpring Partners 2024 Q3 filed Nov. 13, 2024
- ShawSpring Partners 2024 Q1 filed May 14, 2024
- ShawSpring Partners 2023 Q4 filed Feb. 13, 2024
- ShawSpring Partners 2023 Q3 filed Nov. 13, 2023
- ShawSpring Partners 2023 Q2 filed Aug. 14, 2023
- ShawSpring Partners 2023 Q1 filed May 12, 2023
- ShawSpring Partners 2022 Q4 filed Feb. 13, 2023
- ShawSpring Partners 2022 Q3 filed Nov. 10, 2022
- ShawSpring Partners 2022 Q2 filed Aug. 12, 2022
- ShawSpring Partners 2022 Q1 filed May 16, 2022