13F filing recap · Q1 2026

What did ShawSpring Partners buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$267.61M

Positions

Estimated turnover

81.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

ShawSpring Partners opened new positions in Zscaler, Coupang, Gds Holdings, and Constellation Energy. The firm exited Blend Labs, Shift4 Payments, and Monday.com entirely. It substantially trimmed Okta, Liberty Media, Costar Group, and Procore Technologies, while adding substantially to Amazon. Alibaba, Braze, and Intuit were also reduced.

New positions

ZSZscaler, Inc.$28.12Mreported value+200.4K shares CPNGCoupang, Inc.$17.11Mreported value+906.3K shares GDSGds Holdings Limited$8.94Mreported value+221.8K shares CEGConstellation Energy Corporation$6.47Mreported value+23.2K shares

Increased positions

AMZNAmazon.com Inc$38.84Mreported value+68.1K shares+57.5%

Reduced positions

OKTAOkta, Inc.$44.47Mreported value-318.4K shares-36.0%BABAAlibaba Group Holding Limited$36.42Mreported value-87.9K shares-23.2%BRZEBraze, Inc.$26.26Mreported value-360.9K shares-24.5%INTUIntuit Inc.$17.70Mreported value-9.8K shares

Exited positions

FOURShift4 Payments, Inc.$72.34Mprior reported value-1.15M shares-100.0%MNDYMonday.com Ltd.$37.47Mprior reported value-254.0K shares-100.0%BLNDBlend Labs, Inc.$27.43Mprior reported value-9.02M shares-100.0%