ShawSpring Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP ShawSpring Partners LLC | Institutional Filer | ▼ 49.61% | $267.6M | 12 |
Current Portfolio Holdings
Showing all 12 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | OKTA | Okta, Inc. | Technology | 565K | $44.5M | 16.62% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 186K | $38.8M | 14.51% |
| 3 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 290K | $36.4M | 13.61% |
| 4 | ZS | Zscaler, Inc. | Technology | 200K | $28.1M | 10.51% |
| 5 | BRZE | Braze, Inc. | Technology | 1.1M | $26.3M | 9.81% |
| 6 | INTU | Intuit Inc. | Technology | 41K | $17.7M | 6.61% |
| 7 | FWONK | Formula One Group | Communication Services | 203K | $17.3M | 6.45% |
| 8 | CPNG | Coupang, Inc. | Consumer Cyclical | 906K | $17.1M | 6.39% |
| 9 | CSGP | CoStar Group, Inc. | Real Estate | 339K | $13.7M | 5.11% |
| 10 | PCOR | Procore Technologies, Inc. | Technology | 217K | $12.4M | 4.62% |
| 11 | GDS | GDS Holdings Limited | Technology | 222K | $8.9M | 3.34% |
| 12 | CEG | Constellation Energy Corporation | Utilities | 23K | $6.5M | 2.42% |
Showing 1 to 12 of 12 holdings