ShawSpring Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), ShawSpring Partners LLC reported 11 stock positions worth $232.1 million. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 16.9% of the portfolio, followed by Amazon.com (AMZN, 16.1%) and Okta (OKTA, 13.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 4 and reduced 5. The biggest buy was a new position in Crane (CR) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001766908
- Portfolio Value
- $232.1M (Q2 2026)
- SEC Filing
- 0001172661-26-003620 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $232.1M
| BABA Alibaba Group Holding-SP ADR | 16.92% | 409,153 | $39.3M | Add +41.0% |
| AMZN Amazon.com Inc. | 16.13% | 157,020 | $37.4M | Reduce -15.8% |
| OKTA Okta Inc. | 13.80% | 234,744 | $32.0M | Reduce -58.5% |
| ZS Zscaler Inc. | 10.18% | 167,305 | $23.6M | Reduce -16.5% |
| CR Crane Co. | 7.82% | 81,370 | $18.2M | New |
| MSFT Microsoft Corp. | 7.31% | 45,495 | $17.0M | New |
| FWONK Liberty Media Corp. Class C | 7.00% | 170,806 | $16.3M | Reduce -15.8% |
| CPNG Coupang Inc. | 6.89% | 920,068 | $16.0M | Add +1.5% |
| BRZE Braze Inc. Class A | 5.99% | 641,194 | $13.9M | Reduce -42.3% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 4.92% | 380,078 | $11.4M | Add +71.4% |
| CEG Constellation Energy | 3.04% | 28,451 | $7.1M | Add +22.8% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −6.61 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −5.11 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −4.62 |
| BRZE Braze Inc. Class A | Reduce -42.3% | 5.99% | −3.82 |
| OKTA Okta Inc. | Reduce -58.5% | 13.80% | −2.82 |
| ZS Zscaler Inc. | Reduce -16.5% | 10.18% | −0.33 |
| FWONK Liberty Media Corp. Class C | Reduce -15.8% | 7.00% | +0.56 |
| AMZN Amazon.com Inc. | Reduce -15.8% | 16.13% | +1.61 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $232.1M | BABA, AMZN, OKTA, ZS, CR |
| Q1 2026 | 12 | $267.6M | OKTA, AMZN, BABA, ZS, BRZE |
| Q4 2025 | 11 | $531.1M | OKTA, FOUR, CSGP, BABA, BRZE |
| Q3 2025 | 11 | $672.6M | FOUR, OKTA, PCOR, INTU, CSGP |
| Q2 2025 | 10 | $792.4M | INTU, CSGP, PCOR, OKTA, MNDY |
| Q1 2025 | 10 | $727.7M | INTU, NCNO, PCOR, MNDY, CSGP |
| Q4 2024 | 11 | $754.9M | FOUR, PCOR, MNDY, NCNO, HLT |
| Q3 2024 | 10 | $791.6M | FOUR, MNDY, SE, PCOR, PPLI |
| Q2 2024 | 10 | $693.3M | PPLI, FOUR, HLT, MNDY, INTU |
| Q1 2024 | 8 | $778.7M | PPLI, HLT, FOUR, SE, MNDY |