ShawSpring Partners LLC
Net seller this quarter
$232M
11
-$46.3M
97.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BABA | $39.3M | 16.92% | 0.02% | +41.0% | Q4 2025 |
 AMZN | $37.4M | 16.13% | 0.00% | -15.8% | Q4 2025 |
 OKTA | $32M | 13.80% | Not reported | -58.5% | Q2 2025 |
 ZS | $23.6M | 10.18% | 0.10% | -16.5% | Q1 2026 |
 CR | $18.2M | 7.82% | 0.14% | New | Q2 2026 |
 MSFT | $17M | 7.31% | 0.00% | New | Q2 2026 |
 FWONK | $16.3M | 7.00% | Not reported | -15.8% | Q3 2025 |
 CPNG | $16M | 6.89% | Not reported | +1.5% | Q1 2022 |
 BRZE | $13.9M | 5.99% | 0.57% | -42.3% | Q4 2024 |
 GDS | $11.4M | 4.92% | 0.04% | +71.4% | Q1 2026 |
 CEG | $7.07M | 3.04% | 0.01% | +22.8% | Q1 2026 |
| Q1 2026 | |||||
| OKTA | $44.5M | 16.62% | Not reported | -36.0% | Q2 2025 |
| AMZN | $38.8M | 14.51% | 0.00% | +57.5% | Q4 2025 |
| BABA | $36.4M | 13.61% | 0.02% | -23.2% | Q4 2025 |
| ZS | $28.1M | 10.51% | 0.12% | New | Q1 2026 |
| BRZE | $26.3M | 9.81% | 0.98% | -24.5% | Q4 2024 |
 INTU | $17.7M | 6.61% | 0.01% | -19.3% | Q3 2022 |
| FWONK | $17.3M | 6.45% | Not reported | -45.4% | Q3 2025 |
| CPNG | $17.1M | 6.39% | Not reported | Not reported | Q1 2022 |
 CSGP | $13.7M | 5.11% | 0.08% | -64.6% | Q4 2024 |
 PCOR | $12.4M | 4.62% | 0.14% | -68.2% | Q2 2024 |
| GDS | $8.94M | 3.34% | 0.02% | New | Q1 2026 |
| CEG | $6.47M | 2.42% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| OKTA | $76.4M | 14.38% | Not reported | -10.8% | Q2 2025 |
 FOUR | $72.3M | 13.62% | 1.39% | -8.2% | Q1 2024 |
| CSGP | $64.4M | 12.12% | 0.23% | +6.9% | Q4 2024 |
| BABA | $55.4M | 10.44% | 0.00% | New | Q4 2025 |
| BRZE | $50.5M | 9.51% | 6.88% | -20.3% | Q4 2024 |
| PCOR | $49.6M | 9.33% | 0.45% | -36.8% | Q2 2024 |
 MNDY | $37.5M | 7.06% | 0.50% | -32.1% | Q1 2024 |
| FWONK | $36.6M | 6.90% | Not reported | +70.9% | Q3 2025 |
| INTU | $33.6M | 6.33% | 0.02% | -55.7% | Q3 2022 |
 BLND | $27.4M | 5.17% | 3.52% | -8.3% | Q1 2022 |
| AMZN | $27.3M | 5.15% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| FOUR | $96.9M | 14.40% | 1.51% | +60.7% | Q1 2024 |
| OKTA | $90.8M | 13.50% | Not reported | +3.8% | Q2 2025 |
| PCOR | $78.6M | 11.69% | 0.72% | -31.0% | Q2 2024 |
| INTU | $78.1M | 11.61% | 0.04% | -17.6% | Q3 2022 |
| CSGP | $75.6M | 11.24% | 0.21% | -33.9% | Q4 2024 |
| MNDY | $72.5M | 10.78% | 0.73% | +33.1% | Q1 2024 |
| BRZE | $52.6M | 7.82% | 8.63% | -26.7% | Q4 2024 |
 NCNO | $42.1M | 6.26% | 1.34% | -46.2% | Q2 2024 |
| BLND | $35.9M | 5.34% | 3.78% | +10.4% | Q1 2022 |
 VERX | $26.8M | 3.99% | 4.10% | +51.8% | Q1 2025 |
| FWONK | $22.7M | 3.38% | Not reported | New | Q3 2025 |