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
Holdings in FOUR
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $72,343,777 | 1,148,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,856,347 | 1,251,374 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $77,179,137 | 778,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,446,994 | 898,874 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $100,640,447 | 969,748 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,941,279 | 1,319,879 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,868,460 | 1,402,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $105,475,535 | 1,596,421 | Shares | Sole | 2024-05-14 | |
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