2026 Q1 Portfolio Activity
In 2026 Q1, ShawSpring Partners LLC maintained a portfolio of 15 distinct positions. The most significant new addition was ZSCALER INC, now representing 10.51% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 57.5%. Conversely, ShawSpring Partners LLC completely exited their position in SHIFT4 PMTS INC.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
OKTA (16.6%)
Top 10 Concentration
94.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
ShawSpring Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
OKTA
OKTA INC
|
Technology | 16.62% | 14.38% |
#1
Prev: #1
|
6.0 |
—
|
-318,405 | -36.0% |
P
S
|
565,036 | $44,473,984 |
$99.67
-14.0%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 14.51% | 5.15% |
#2
9
Prev: #11
|
8.5 |
—
|
68,061 | 57.5% |
P
S
|
186,499 | $38,842,147 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 13.61% | 10.44% |
#3
1
Prev: #4
|
5.0 |
—
|
-87,894 | -23.2% |
P
S
|
290,261 | $36,416,145 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ZS
ZSCALER INC
|
Technology | 10.51% | — |
#4
Prev: #—
|
8.0 |
—
|
200,416 | — |
NEW
|
200,416 | $28,116,361 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRZE
BRAZE INC
|
Technology | 9.81% | 9.51% |
#5
Prev: #5
|
4.4 |
—
|
-360,906 | -24.5% |
P
S
|
1,112,099 | $26,256,657 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INTU
INTUIT
|
Technology | 6.61% | 6.33% |
#6
3
Prev: #9
|
3.1 |
—
|
-9,782 | -19.3% |
P
S
|
40,939 | $17,701,205 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 6.45% | 6.90% |
#7
1
Prev: #8
|
2.6 |
—
|
-168,901 | -45.4% |
P
S
|
202,928 | $17,252,939 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 6.39% | — |
#8
Prev: #—
|
6.1 |
—
|
906,291 | — |
NEW
|
906,291 | $17,110,774 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 5.11% | 12.12% |
#9
6
Prev: #3
|
2.0 |
—
|
-618,476 | -64.6% |
P
S
|
339,081 | $13,678,528 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 4.62% | 9.33% |
#10
4
Prev: #6
|
1.8 |
—
|
-464,780 | -68.2% |
P
S
|
216,756 | $12,355,092 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 3.34% | — |
#11
Prev: #—
|
4.8 |
—
|
221,782 | — |
NEW
|
221,782 | $8,935,597 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 2.42% | — |
#12
Prev: #—
|
4.5 |
—
|
23,167 | — |
NEW
|
23,167 | $6,469,385 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLND
BLEND LABS INC
|
Technology | 0.00% | 5.17% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-9,024,099 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 0.00% | 7.06% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-253,959 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FOUR
SHIFT4 PMTS INC
|
Technology | 0.00% | 13.62% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-1,148,861 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-15 of 15 holdings