ShawSpring Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), ShawSpring Partners LLC reported 12 stock positions worth $267.6 million. Its top holding was Okta (OKTA) at 16.6% of the portfolio, followed by Amazon.com (AMZN, 14.5%) and Alibaba Group Holding-SP ADR (BABA, 13.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 1 and reduced 7. The biggest buy was a new position in Zscaler (ZS) and the biggest sale an exit from SHIFT4 Payments Class A (FOUR).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $267.6M (Q1 2026)
- SEC Filing
- 0001172661-26-001956 ↗ filed May 14, 2026
Holdings Value
Holdings 12 stocks · $267.6M
| OKTA Okta Inc. | 16.62% | 565,036 | $44.5M | Reduce -36.0% |
| AMZN Amazon.com Inc. | 14.51% | 186,499 | $38.8M | Add +57.5% |
| BABA Alibaba Group Holding-SP ADR | 13.61% | 290,261 | $36.4M | Reduce -23.2% |
| ZS Zscaler Inc. | 10.51% | 200,416 | $28.1M | New |
| BRZE Braze Inc. Class A | 9.81% | 1,112,099 | $26.3M | Reduce -24.5% |
| INTU Intuit Inc. | 6.61% | 40,939 | $17.7M | Reduce -19.3% |
| FWONK Liberty Media Corp. Class C | 6.45% | 202,928 | $17.3M | Reduce -45.4% |
| CPNG Coupang Inc. | 6.39% | 906,291 | $17.1M | New |
| CSGP Costar Group Inc. | 5.11% | 339,081 | $13.7M | Reduce -64.6% |
| PCOR Procore Technologies Inc. | 4.62% | 216,756 | $12.4M | Reduce -68.2% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 3.34% | 221,782 | $8.9M | New |
| CEG Constellation Energy | 2.42% | 23,167 | $6.5M | New |
Portfolio Sells Q4 2025 → Q1 2026
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −13.62 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −7.06 |
| CSGP Costar Group Inc. | Reduce -64.6% | 5.11% | −7.01 |
| BLND Blend Labs Inc. Class A | Sold out | 0.00% | −5.17 |
| PCOR Procore Technologies Inc. | Reduce -68.2% | 4.62% | −4.72 |
| FWONK Liberty Media Corp. Class C | Reduce -45.4% | 6.45% | −0.45 |
| INTU Intuit Inc. | Reduce -19.3% | 6.61% | +0.29 |
| BRZE Braze Inc. Class A | Reduce -24.5% | 9.81% | +0.30 |
| OKTA Okta Inc. | Reduce -36.0% | 16.62% | +2.24 |
| BABA Alibaba Group Holding-SP ADR | Reduce -23.2% | 13.61% | +3.17 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $232.1M | BABA, AMZN, OKTA, ZS, CR |
| Q1 2026 | 12 | $267.6M | OKTA, AMZN, BABA, ZS, BRZE |
| Q4 2025 | 11 | $531.1M | OKTA, FOUR, CSGP, BABA, BRZE |
| Q3 2025 | 11 | $672.6M | FOUR, OKTA, PCOR, INTU, CSGP |
| Q2 2025 | 10 | $792.4M | INTU, CSGP, PCOR, OKTA, MNDY |
| Q1 2025 | 10 | $727.7M | INTU, NCNO, PCOR, MNDY, CSGP |
| Q4 2024 | 11 | $754.9M | FOUR, PCOR, MNDY, NCNO, HLT |
| Q3 2024 | 10 | $791.6M | FOUR, MNDY, SE, PCOR, PPLI |
| Q2 2024 | 10 | $693.3M | PPLI, FOUR, HLT, MNDY, INTU |
| Q1 2024 | 8 | $778.7M | PPLI, HLT, FOUR, SE, MNDY |