Hedge fund
ShawSpring Partners
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$267.6M
Positions
12
Concentration
Concentrated
Top holding
17%OKTA
Top 5
65%of book
Top 10
94%of book
Top 5
6 – 10
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | OKTAOKTA | 16.62% | ↘Reduced 36.04% | 565.0K shares · $78.71 $44.5M |
| 2 | AMAZON COMAMZN | 14.51% | ↗Added 57.47% | 186.5K shares · $208.27 $38.8M |
| 3 | ALIBABA HLDGBABA | 13.61% | ↘Reduced 23.24% | 290.3K shares · $125.46 $36.4M |
| 4 | ZSCALERZS | 10.51% | ↗Buy | 200.4K shares · $140.29 $28.1M |
| 5 | BRAZEBRZE | 9.81% | ↘Reduced 24.50% | 1.1M shares · $23.61 $26.3M |
| 6 | INTUITINTU | 6.61% | ↘Reduced 19.29% | 40.9K shares · $432.38 $17.7M |
| 7 | LIBERTY MEDIA CORPFWONK | 6.45% | ↘Reduced 45.42% | 202.9K shares · $85.02 $17.3M |
| 8 | COUPANGCPNG | 6.39% | ↘Reduced 69.42% | 906.3K shares · $18.88 $17.1M |
| 9 | COSTARCSGP | 5.11% | ↘Reduced 64.59% | 339.1K shares · $40.34 $13.7M |
| 10 | PROCORE TECHNOLOGIESPCOR | 4.62% | ↘Reduced 68.20% | 216.8K shares · $57.00 $12.4M |
| 11 | GDS HLDGSGDS | 3.34% | ↗Buy | 221.8K shares · $40.29 $8.9M |
| 12 | CONSTELLATION ENERGY CORPCEG | 2.42% | ↗Buy | 23.2K shares · $279.25 $6.5M |
| 12 positions | 100.00% | $267.6M |