Holdings of ShawSpring Partners LLC
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.2 % of the equity sleeve
Sector breakdown
- Consumer discretionary 28.1 %
- Technology 6.6 %
- Utilities 2.4 %
- Unattributed 62.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 96.7 %
- KY 3.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 11 | 258.7M $ | 96.66 % |
| 2 | KY | 1 | 8.9M $ | 3.34 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Okta Inc | 565,036 | 44.5M $ | |
| 2 | Amazon.com Inc | 186,499 | 38.8M $ | |
| 3 | Alibaba Group Holding Ltd | 290,261 | 36.4M $ | |
| 4 | Zscaler Inc | 200,416 | 28.1M $ | |
| 5 | Braze Inc | 1,112,099 | 26.3M $ | |
| 6 | Intuit Inc | 40,939 | 17.7M $ | |
| 7 | Liberty Media Corp-Liberty Formula One | 202,928 | 17.3M $ | |
| 8 | Coupang Inc | 906,291 | 17.1M $ | |
| 9 | CoStar Group Inc | 339,081 | 13.7M $ | |
| 10 | Procore Technologies Inc | 216,756 | 12.4M $ | |
| 11 | GDS Holdings Ltd | 221,782 | 8.9M $ | |
| 12 | Constellation Energy Corp. | 23,167 | 6.5M $ |