ShawSpring Partners LLC reported 11 positions worth $232.08M for the quarter ended Jun 30, 2026, down 13.3% on the prior quarter. It opened 2 new positions, added to 4, trimmed 5 and exited 3. Its largest holding is Alibaba Group Holding Ltd at 16.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CR Crane Co | +81.4K | – | $18.15M | 7.82% |
| MSFT Microsoft Corp | +45.5K | – | $16.97M | 7.31% |
| BABA Alibaba Group Holding Ltd | +118.9K | +41.0% | $11.41M | 16.92% |
| GDS GDS Holdings Ltd | +158.3K | +71.4% | $4.75M | 4.92% |
| CEG Constellation Energy Corp | +5,284 | +22.8% | $1.31M | 3.04% |
| CPNG Coupang, Inc. | +13.8K | +1.5% | $239.31K | 6.89% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| OKTA Okta, Inc. | -330.3K | -58.5% | $45.07M | 13.8% |
| INTU Intuit Inc. | -40.9K | -100.0% | $17.70M | Exited |
| CSGP Costar Group, Inc. | -339.1K | -100.0% | $13.68M | Exited |
| PCOR Procore Technologies, Inc. | -216.8K | -100.0% | $12.36M | Exited |
| BRZE Braze, Inc. | -470.9K | -42.3% | $10.21M | 5.99% |
| AMZN Amazon Com Inc | -29.5K | -15.8% | $7.03M | 16.13% |
| ZS Zscaler, Inc. | -33.1K | -16.5% | $4.67M | 10.18% |
| FWONK Liberty Media Corp | -32.1K | -15.8% | $3.06M | 7% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BABA Alibaba Group Holding Ltd | Technology | 409.2K | $39.27M | 16.92% | +118.9K | +41.0% | Added | 0.02% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 157.0K | $37.42M | 16.13% | -29.5K | -15.8% | Reduced | 0% |
| 3 | OKTA Okta, Inc. | Technology | 234.7K | $32.03M | 13.8% | -330.3K | -58.5% | Reduced | 0.14% |
| 4 | ZS Zscaler, Inc. | Technology | 167.3K | $23.62M | 10.18% | -33.1K | -16.5% | Reduced | 0.1% |
| 5 | CR Crane Co | Industrials | 81.4K | $18.15M | 7.82% | +81.4K | – | New | 0.14% |
| 6 | MSFT Microsoft Corp | Technology | 45.5K | $16.97M | 7.31% | +45.5K | – | New | 0% |
| 7 | FWONK Liberty Media Corp | Communication Services | 170.8K | $16.25M | 7% | -32.1K | -15.8% | Reduced | 0.07% |
| 8 | CPNG Coupang, Inc. | Consumer Discretionary | 920.1K | $15.98M | 6.89% | +13.8K | +1.5% | Added | 0.06% |
| 9 | BRZE Braze, Inc. | Technology | 641.2K | $13.91M | 5.99% | -470.9K | -42.3% | Reduced | 0.57% |
| 10 | GDS GDS Holdings Ltd | Technology | 380.1K | $11.41M | 4.92% | +158.3K | +71.4% | Added | 0.18% |
| 11 | CEG Constellation Energy Corp | Utilities | 28.5K | $7.07M | 3.04% | +5,284 | +22.8% | Added | 0.01% |
Tip. Select a row to see that position’s full history at ShawSpring Partners.
As of its Q2 2026 13F filing, ShawSpring Partners LLC’s five largest positions were Alibaba Group Holding Ltd (BABA) at 16.9%, Amazon Com Inc (AMZN) at 16.1%, Okta, Inc. (OKTA) at 13.8%, Zscaler, Inc. (ZS) at 10.2%, Crane Co (CR) at 7.8% of the reported portfolio.
ShawSpring Partners LLC reported a 13F portfolio worth $232.08M across 11 positions for Q2 2026. That is down 13.3% from the previous quarter.
Its largest purchases by value were Crane Co ($18.15M), Microsoft Corp ($16.97M), Alibaba Group Holding Ltd ($11.41M). It opened 2 new positions.
Its largest sales by value were Okta, Inc. ($45.07M), Intuit Inc. ($17.70M), Costar Group, Inc. ($13.68M). It exited 3 positions entirely.
From the Form 13F-HR reports ShawSpring Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.