The Analysis of ShawSpring Partners LLC's Holdings & P&L

Currently, ShawSpring Partners LLC holds 12 types of securities in its portfolio with a total value $267.6M. In the most recent quarter, they have increased their positions in ZS (+200.4K shares, valued at $28.1M), CPNG (+906.3K shares, valued at $17.1M), AMZN (+68.1K shares, valued at $14.2M); decreased their positions in PCOR (-464.8K shares, valued at $26.5M), OKTA (-318.4K shares, valued at $25.1M), CSGP (-618.5K shares, valued at $24.9M); initiated new positions in ZS (+200.4K shares, valued at $28.1M), CPNG (+906.3K shares, valued at $17.1M), GDS (+221.8K shares, valued at $8.9M).

1M P&L

+8.8M+3.42%

3M P&L

+11.3M+4.41%

HY P&L

-56.0M-17.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail92.4M

36.9%

2Software - Infrastructure72.6M

29.0%

3Software - Application56.3M

22.5%

Top Industries by Stock Count

1Internet Retail3 stocks

27.3%

2Software - Application3 stocks

27.3%

3Software - Infrastructure2 stocks

18.2%

Sponsored

CSGP COSTAR GROUP INC339.1K shares-64.59%2026-03-312026-05-14

PCOR PROCORE TECHNOLOGIES INC216.8K shares-68.20%2026-03-312026-05-14

GDS GDS HLDGS LTD221.8K sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP23.2K sharesnew addition2026-03-312026-05-14

OKTA

OKTA INC

-36.04%

Shares565.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

57.47%

Shares186.5K

Event2026-03-31

Filed2026-05-14

BABA

ALIBABA GROUP HLDG LTD

-23.24%

Shares290.3K

Event2026-03-31

Filed2026-05-14

ZSCALER INC

New

Shares200.4K

Event2026-03-31

Filed2026-05-14

BRZE

BRAZE INC

-24.50%

Shares1.1M

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

-19.29%

Shares40.9K

Event2026-03-31

Filed2026-05-14

LIBERTY MEDIA CORP DEL

-45.42%

Shares202.9K

Event2026-03-31

Filed2026-05-14

CPNG

COUPANG INC

New

Shares906.3K

Event2026-03-31

Filed2026-05-14

CSGP

COSTAR GROUP INC

-64.59%

Shares339.1K

Event2026-03-31

Filed2026-05-14

PCOR

PROCORE TECHNOLOGIES INC

-68.20%

Shares216.8K

Event2026-03-31

Filed2026-05-14

GDS

GDS HLDGS LTD

New

Shares221.8K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

New

Shares23.2K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available