Institutional Fund
Shawspring Partners LLC
Boston, MACIK 17669085 filings on record
Portfolio Value
$267.61M
Q1 2026
Holdings
12
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-49.6%
from $531.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Okta Inc16.6%
- Amazon Com Inc14.5%
- Alibaba Group Hldg Ltd13.6%
- Zscaler Inc10.5%
- Braze Inc9.8%
- Intuit6.6%
- Other28.3%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Okta Inc | 565.0K | $44.47M | 16.6% | −318.4K | Reduced |
| 2 | Amazon Com Inc | 186.5K | $38.84M | 14.5% | +68.1K | Added |
| 3 | Alibaba Group Hldg Ltd | 290.3K | $36.42M | 13.6% | −87.9K | Reduced |
| 4 | Zscaler Inc | 200.4K | $28.12M | 10.5% | +200.4K | New |
| 5 | Braze Inc | 1.11M | $26.26M | 9.8% | −360.9K | Reduced |
| 6 | Intuit | 40.9K | $17.70M | 6.6% | −9.8K | Reduced |
| 7 | Liberty Media Corp Del | 202.9K | $17.25M | 6.4% | −168.9K | Reduced |
| 8 | Coupang Inc | 906.3K | $17.11M | 6.4% | +906.3K | New |
| 9 | Costar Group Inc | 339.1K | $13.68M | 5.1% | −618.5K | Reduced |
| 10 | Procore Technologies Inc | 216.8K | $12.36M | 4.6% | −464.8K | Reduced |
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