Investor
ShawSpring Partners LLC
CIK 0001766908 · filed 2026-05-14 · SEC filing
13F book
$267.6M
Positions
12
4 new · 3 sold
Largest name
16.6%
Okta, Inc. · OKTA
Est. mark
−$49.8M
Price effect on 8 names still held. Flow −$213.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Okta, Inc. | OKTA | 565K | $44.5M | 16.6% | −$4.38M | Cut−$31.9M |
| Amazon Com Inc | AMZN | 186.5K | $38.8M | 14.5% | −$2.67M | Added$11.5M |
| Alibaba Group Hldg Ltd | — | 290.3K | $36.4M | 13.6% | −$6.13M | Cut−$19M |
| Zscaler, Inc. | ZS | 200.4K | $28.1M | 10.5% | — | New |
| Braze, Inc. | BRZE | 1.11M | $26.3M | 9.8% | −$11.9M | Cut−$24.3M |
| Intuit Inc. | INTU | 40.9K | $17.7M | 6.6% | −$9.42M | Cut−$15.9M |
| Liberty Media Corp Del | — | 202.9K | $17.3M | 6.4% | −$2.74M | Cut−$19.4M |
| Coupang, Inc. | CPNG | 906.3K | $17.1M | 6.4% | — | New |
| Costar Group, Inc. | CSGP | 339.1K | $13.7M | 5.1% | −$9.12M | Cut−$50.7M |
| Procore Technologies, Inc. | PCOR | 216.8K | $12.4M | 4.6% | −$3.41M | Cut−$37.2M |
| Gds Hldgs Ltd | — | 221.8K | $8.94M | 3.3% | — | New |
| Constellation Energy Corp | CEG | 23.2K | $6.47M | 2.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.