ShawSpring Partners LLC Long-Term Concentrated

Location: Boston, MA

CIK: 0001766908 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $267,609 (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (4)

ZS ZSCALER INC 10.5%

Value ($000) $28,116 Shares 200,416 Est. Cost $193.32 Unrealized 0.0%

CPNG COUPANG INC 6.4%

Value ($000) $17,111 Shares 906,291 Est. Cost $19.86 Unrealized 0.0%

GDS GDS HLDGS LTD 3.3%

Value ($000) $8,936 Shares 221,782 Est. Cost $40.29 Unrealized —

CEG CONSTELLATION ENERGY CORP 2.4%

Value ($000) $6,469 Shares 23,167 Est. Cost $301.15 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ZS	ZSCALER INC	200,416	$28,116	10.5%	$193.32	0.0%	COM	98980G102
CPNG	COUPANG INC	906,291	$17,111	6.4%	$19.86	0.0%	CL A	22266T109
GDS	GDS HLDGS LTD	221,782	$8,936	3.3%	$40.29	—	SPONSORED ADS	36165L108
CEG	CONSTELLATION ENERGY CORP	23,167	$6,469	2.4%	$301.15	0.0%	COM	21037T109

Increased Positions (1)

AMZN AMAZON COM INC 14.5%

Value ($000) $38,842 (+42.1%) Shares 186,499 (+57.5%) Est. Cost $228.07 Unrealized -0.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	186,499 (+57.5%)	$38,842 (+42.1%)	14.5%	$228.07	-0.5%	COM	023135106

Exited Positions (3)

FOUR SHIFT4 PMTS INC 27.0%

Value ($000) $72,344 Shares 1,148,861 Est. Cost $81.92 Unrealized -25.7%

MNDY MONDAY COM LTD 14.0%

Value ($000) $37,474 Shares 253,959 Est. Cost $220.37 Unrealized -50.4%

BLND BLEND LABS INC 10.3%

Value ($000) $27,433 Shares 9,024,099 Est. Cost $4.32 Unrealized -43.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FOUR	SHIFT4 PMTS INC	1,148,861	$72,344	27.0%	$81.92	-25.7%	—	82452J109
MNDY	MONDAY COM LTD	253,959	$37,474	14.0%	$220.37	-50.4%	—	M7S64H106
BLND	BLEND LABS INC	9,024,099	$27,433	10.3%	$4.32	-43.9%	—	09352U108

Decreased Positions (7)

CSGP COSTAR GROUP INC 5.1%

Value ($000) $13,679 (-78.8%) Shares 339,081 (-64.6%) Est. Cost $75.65 Unrealized -24.8%

PCOR PROCORE TECHNOLOGIES INC 4.6%

Value ($000) $12,355 (-75.1%) Shares 216,756 (-68.2%) Est. Cost $64.89 Unrealized -7.1%

OKTA OKTA INC 16.6%

Value ($000) $44,474 (-41.8%) Shares 565,036 (-36.0%) Est. Cost $106.31 Unrealized -18.9%

BRZE BRAZE INC 9.8%

Value ($000) $26,257 (-48.0%) Shares 1,112,099 (-24.5%) Est. Cost $37.38 Unrealized -39.5%

FWONK LIBERTY MEDIA CORP DEL 6.4%

Value ($000) $17,253 (-52.9%) Shares 202,928 (-45.4%) Est. Cost $101.98 Unrealized —

BABA ALIBABA GROUP HLDG LTD 13.6%

Value ($000) $36,416 (-34.3%) Shares 290,261 (-23.2%) Est. Cost $146.58 Unrealized —

INTU INTUIT 6.6%

Value ($000) $17,701 (-47.3%) Shares 40,939 (-19.3%) Est. Cost $507.07 Unrealized -1.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CSGP	COSTAR GROUP INC	339,081 (-64.6%)	$13,679 (-78.8%)	5.1%	$75.65	-24.8%	COM	22160N109
PCOR	PROCORE TECHNOLOGIES INC	216,756 (-68.2%)	$12,355 (-75.1%)	4.6%	$64.89	-7.1%	COM	74275K108
OKTA	OKTA INC	565,036 (-36.0%)	$44,474 (-41.8%)	16.6%	$106.31	-18.9%	CL A	679295105
BRZE	BRAZE INC	1,112,099 (-24.5%)	$26,257 (-48.0%)	9.8%	$37.38	-39.5%	COM CL A	10576N102
FWONK	LIBERTY MEDIA CORP DEL	202,928 (-45.4%)	$17,253 (-52.9%)	6.4%	$101.98	—	COM LBTY ONE S C	531229755
BABA	ALIBABA GROUP HLDG LTD	290,261 (-23.2%)	$36,416 (-34.3%)	13.6%	$146.58	—	SPONSORED ADS	01609W102
INTU	INTUIT	40,939 (-19.3%)	$17,701 (-47.3%)	6.6%	$507.07	-1.9%	COM	461202103