ShawSpring Partners, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2023-12-31 (20.59% strategy return, 4.96% benchmark, 15.63% excess, 6.40% turnover), while the weakest was 2025-12-31 (-3.25% strategy return, 9.57% benchmark, -12.81% excess, 25.84% turnover). Those periods should be read alongside baseline metrics of return 17.93%, alpha 5.14%, beta 1.08, Sharpe 0.66, Sortino 0.92, and max drawdown -69.59% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows OKTA unchanged to 20.21%; AMZN unchanged to 17.65%; BABA unchanged to 16.55%. Combined with top 5 75.23%, top 10 100.01%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by OKTA (Okta, Inc.) 20.21%, AMZN (Amazon.com, Inc.) 17.65%, and BABA (Alibaba Group Holding Limited) 16.55%, with sector exposure of Consumer Discretionary 41.98%, Information Technology 41.03%, and Communication Services 7.84%. The baseline metrics show return 17.93%, alpha 5.14%, beta 1.08, Sharpe 0.66, Sortino 0.92, and max drawdown -69.59%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.