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BOSTON, MA · CIK 0001766908
New positions
4
Added to
1
Trimmed
7
Exited
3
ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $267.61M across 12 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 94.2% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | OKTAOKTA INC | $44.47M | 16.62% | -36.0% |
| 2 | AMZNAMAZON COM INC | $38.84M | 14.51% | +57.5% |
| 3 | BABAALIBABA GROUP HLDG LTD | $36.42M | 13.61% | -23.2% |
| 4 | ZSZSCALER INC | $28.12M | 10.51% | New |
| 5 | BRZEBRAZE INC | $26.26M | 9.81% | -24.5% |
| 6 | INTUINTUIT | $17.70M | 6.61% | -19.3% |
| 7 | FWONKLIBERTY MEDIA CORP DEL | $17.25M | 6.45% | -45.4% |
| 8 | CPNGCOUPANG INC | $17.11M | 6.39% | New |
| 9 | CSGPCOSTAR GROUP INC | $13.68M | 5.11% | -64.6% |
| 10 | PCORPROCORE TECHNOLOGIES INC | $12.36M | 4.62% | -68.2% |
| Stock | Value | Shares |
|---|---|---|
| ZSZSCALER INC | $28.12M | 200,416 |
| CPNGCOUPANG INC | $17.11M | 906,291 |
| GDSGDS HLDGS LTD | $8.94M | 221,782 |
| CEGCONSTELLATION ENERGY CORP | $6.47M | 23,167 |
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