ShawSpring Partners LLC — 13F Holdings & Portfolio
CIK 1766908 · latest 13F-HR filed 2026-05-14
ShawSpring Partners LLC manages $267.6M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are OKTA (16.62%), AMZN (14.51%), BABA (13.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 1, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$267.6M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-14
+4 / −3 / ↑1 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- COSTAR GROUP INC-$50.7M -78.8%
- PROCORE TECHNOLOGIES INC-$37.2M -75.1%
- OKTA INC-$31.9M -41.8%
- BRAZE INC-$24.3M -48.0%
- LIBERTY MEDIA CORP DEL-$19.4M -52.9%
New Positions
- ZSCALER INC$28.1M
- COUPANG INC$17.1M
- GDS HLDGS LTD$8.9M
- CONSTELLATION ENERGY CORP$6.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | OKTA INC | OKTA | 679295105 | $44.5M | 16.62% | 565,036 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $38.8M | 14.51% | 186,499 | SH |
| 3 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $36.4M | 13.61% | 290,261 | SH |
| 4 | ZSCALER INC | ZS | 98980G102 | $28.1M | 10.51% | 200,416 | SH |
| 5 | BRAZE INC | BRZE | 10576N102 | $26.3M | 9.81% | 1,112,099 | SH |
| 6 | INTUIT | INTU | 461202103 | $17.7M | 6.61% | 40,939 | SH |
| 7 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $17.3M | 6.45% | 202,928 | SH |
| 8 | COUPANG INC | CPNG | 22266T109 | $17.1M | 6.39% | 906,291 | SH |
| 9 | COSTAR GROUP INC | CSGP | 22160N109 | $13.7M | 5.11% | 339,081 | SH |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $12.4M | 4.62% | 216,756 | SH |
| 11 | GDS HLDGS LTD | GDS | 36165L108 | $8.9M | 3.34% | 221,782 | SH |
| 12 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $6.5M | 2.42% | 23,167 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $267.6M | 12 | 0001172661-26-001956 |
| 2025-12-31 | 2026-02-13 | $531.1M | 11 | 0001172661-26-000731 |
| 2025-09-30 | 2025-11-13 | $672.6M | 11 | 0001172661-25-004775 |