ShawSpring Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
ShawSpring Partners LLC disclosed 12 US equity positions worth $267.6m in its Q1 2026 13F filing. The largest position was OKTA at 16.6% of the reported book, followed by AMZN and BABA.
What did ShawSpring Partners LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | OKTA OKTA INC | Technology | 16.6% | $44.5m | 565,036 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 14.5% | $38.8m | 186,499 | – | |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 13.6% | $36.4m | 290,261 | – | |
| 4 | ZS ZSCALER INC | Technology | 10.5% | $28.1m | 200,416 | – | |
| 5 | BRZE BRAZE INC | Technology | 9.8% | $26.3m | 1,112,099 | – | |
| 6 | INTU INTUIT | Technology | 6.6% | $17.7m | 40,939 | – | |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 6.4% | $17.3m | 202,928 | – | |
| 8 | CPNG COUPANG INC | Consumer Cyclical | 6.4% | $17.1m | 906,291 | – | |
| 9 | CSGP COSTAR GROUP INC | Real Estate | 5.1% | $13.7m | 339,081 | – | |
| 10 | PCOR PROCORE TECHNOLOGIES INC | Technology | 4.6% | $12.4m | 216,756 | – | |
| 11 | GDS GDS HLDGS LTD | Technology | 3.3% | $8.9m | 221,782 | – | |
| 12 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.4% | $6.5m | 23,167 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.