ShawSpring Partners LLC
Boston MA · SEC CIK 0001766908
$2.68亿2026Q1 申报市值
12持仓数
94.2%前十大占比 · 第一大 16.6%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ZS 新建仓+$2,811.64万
CPNG 新建仓+$1,711.08万
AMZN 加仓+$1,417.51万
GDS 新建仓+$893.56万
CEG 新建仓+$646.94万
2026Q1 卖出最多 按季末市值估算
FOUR 清仓-$7,234.38万
MNDY 清仓-$3,747.42万
BLND 清仓-$2,743.33万
PCOR 减仓-$2,649.25万
OKTA 减仓-$2,506.17万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $4,447.40万 | 16.62% | 565,036 | -318,405 | -36.0% | -$2,506.17万 | 减仓 |
| AMZN | AMAZON COM INC | $3,884.21万 | 14.51% | 186,499 | 68,061 | 57.5% | $1,417.51万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,641.61万 | 13.61% | 290,261 | -87,894 | -23.2% | -$1,102.72万 | 减仓 |
| ZS | ZSCALER INC | $2,811.64万 | 10.51% | 200,416 | 200,416 | — | $2,811.64万 | 新建仓 |
| BRZE | BRAZE INC | $2,625.67万 | 9.81% | 1,112,099 | -360,906 | -24.5% | -$852.10万 | 减仓 |
| INTU | INTUIT | $1,770.12万 | 6.61% | 40,939 | -9,782 | -19.3% | -$422.95万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,725.29万 | 6.45% | 202,928 | -168,901 | -45.4% | -$1,436.00万 | 减仓 |
| CPNG | COUPANG INC | $1,711.08万 | 6.39% | 906,291 | 906,291 | — | $1,711.08万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $1,367.85万 | 5.11% | 339,081 | -618,476 | -64.6% | -$2,494.93万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,235.51万 | 4.62% | 216,756 | -464,780 | -68.2% | -$2,649.25万 | 减仓 |
| GDS | GDS HLDGS LTD | $893.56万 | 3.34% | 221,782 | 221,782 | — | $893.56万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $646.94万 | 2.42% | 23,167 | 23,167 | — | $646.94万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -1,148,861 | -100.0% | -$7,234.38万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -253,959 | -100.0% | -$3,747.42万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -9,024,099 | -100.0% | -$2,743.33万 | 清仓 |