ShawSpring Partners LLC
Top Portfolio Positions
11 positions ·
$250,355,868 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OKTA |
Okta, Inc.
Technology
|
565,036 | $44,473,983 | 17.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
186,499 | $38,842,146 | 15.51% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
290,261 | $36,416,145 | 14.55% | |
| ZS |
Zscaler, Inc.
Technology
|
200,416 | $28,116,360 | 11.23% | |
| BRZE |
Braze, Inc.
Technology
|
1,112,099 | $26,256,657 | 10.49% | |
| INTU |
Intuit Inc.
Technology
|
40,939 | $17,701,204 | 7.07% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
906,291 | $17,110,774 | 6.83% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
339,081 | $13,678,527 | 5.46% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
216,756 | $12,355,092 | 4.94% | |
| GDS |
GDS Holdings Ltd
Technology
|
221,782 | $8,935,596 | 3.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLND
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $27,433,260 | 9,024,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,918,208 | 9,840,605 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,406,428 | 8,911,039 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,851,980 | 8,911,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,803,284 | 7,079,165 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,862,462 | 6,629,990 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,850,099 | 6,716,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,750,298 | 4,230,861 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,201,960 | 4,000,769 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,467,980 | 4,721,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,645,550 | 11,241,342 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,344,516 | 10,386,061 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,296,553 | 9,928,162 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,700,351 | 9,366,675 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,140,317 | 8,534,033 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $42,864,592 | 7,520,104 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||