ShawSpring Partners LLC 13F Holdings · Q2 2026
ShawSpring Partners LLC reported 11 securities worth $232.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BABA (16.92%), AMZN (16.13%), OKTA (13.80%). Among its top 25 positions this quarter: 2 new, 4 added, 5 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $39.3M | 16.92% | 409,153 | Added |
| 2 | AMZN | AMAZON COM INC | $37.4M | 16.13% | 157,020 | Trimmed |
| 3 | OKTA | OKTA INC | $32.0M | 13.80% | 234,744 | Trimmed |
| 4 | ZS | ZSCALER INC | $23.6M | 10.18% | 167,305 | Trimmed |
| 5 | CR | CRANE COMPANY | $18.2M | 7.82% | 81,370 | New |
| 6 | MSFT | MICROSOFT CORP | $17.0M | 7.31% | 45,495 | New |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $16.3M | 7.00% | 170,806 | Trimmed |
| 8 | CPNG | COUPANG INC | $16.0M | 6.89% | 920,068 | Added |
| 9 | BRZE | BRAZE INC | $13.9M | 5.99% | 641,194 | Trimmed |
| 10 | GDS | GDS HLDGS LTD | $11.4M | 4.92% | 380,078 | Added |
| 11 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 3.04% | 28,451 | Added |
| 12 | CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | Exited |
| 13 | INTU | INTUIT | $0 | 0.00% | 0 | Exited |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR