ShawSpring Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ZSCALER INC(ZS) | 0 | 200,416 | +200,416 | 0 | 28,116,361 | 10.51% | +28,116,361 |
| COUPANG INC(CPNG) | 0 | 906,291 | +906,291 | 0 | 17,110,774 | 6.39% | +17,110,774 |
| AMAZON COM INC(AMZN) | 118,438 | 186,499 | +68,061 | 27,337,859 | 38,842,147 | 14.51% | +11,504,288 |
| GDS HLDGS LTD(GDS) | 0 | 221,782 | +221,782 | 0 | 8,935,597 | 3.34% | +8,935,597 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 23,167 | +23,167 | 0 | 6,469,385 | 2.42% | +6,469,385 |
| INTUIT(INTU) | 50,721 | 40,939 | -9,782 | 33,598,605 | 17,701,205 | 6.61% | -15,897,400 |
| ALIBABA GROUP HLDG LTD(BABA) | 378,155 | 290,261 | -87,894 | 55,429,960 | 36,416,145 | 13.61% | -19,013,815 |
| LIBERTY MEDIA CORP DEL(FWONA) | 371,829 | 202,928 | -168,901 | 36,628,875 | 17,252,939 | 6.45% | -19,375,936 |
| BRAZE INC(BRZE) | 1,473,005 | 1,112,099 | -360,906 | 50,509,341 | 26,256,657 | 9.81% | -24,252,684 |
| BLEND LABS INC | 9,024,099 | 0 | -9,024,099 | 27,433,261 | 0 | — | -27,433,261 |
| OKTA INC(OKTA) | 883,441 | 565,036 | -318,405 | 76,391,143 | 44,473,984 | 16.62% | -31,917,159 |
| PROCORE TECHNOLOGIES INC(PCOR) | 681,536 | 216,756 | -464,780 | 49,574,929 | 12,355,092 | 4.62% | -37,219,837 |
| MONDAY COM LTD SHS | 253,959 | 0 | -253,959 | 37,474,190 | 0 | — | -37,474,190 |
| COSTAR GROUP INC(CSGP) | 957,557 | 339,081 | -618,476 | 64,386,133 | 13,678,528 | 5.11% | -50,707,605 |
| SHIFT4 PMTS INC(FOUR) | 1,148,861 | 0 | -1,148,861 | 72,343,777 | 0 | — | -72,343,777 |