ShawSpring Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
ShawSpring Partners LLC disclosed 11 US equity positions worth $232.1m in its Q2 2026 13F filing. The largest position was BABA at 16.9% of the reported book, followed by AMZN and OKTA. Against the Q1 2026 filing, it opened 2 new positions, added to 4 and reduced 5 among the top 11 holdings.
What did ShawSpring Partners LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 16.9% | $39.3m | 409,153 | 41% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 16.1% | $37.4m | 157,020 | -16% | reduced |
| 3 | OKTA OKTA INC | Technology | 13.8% | $32.0m | 234,744 | -58% | reduced |
| 4 | ZS ZSCALER INC | Technology | 10.2% | $23.6m | 167,305 | -17% | reduced |
| 5 | CR CRANE COMPANY | Industrials | 7.8% | $18.2m | 81,370 | – | new |
| 6 | MSFT MICROSOFT CORP | Technology | 7.3% | $17.0m | 45,495 | – | new |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 7.0% | $16.3m | 170,806 | -16% | reduced |
| 8 | CPNG COUPANG INC | Consumer Cyclical | 6.9% | $16.0m | 920,068 | 2% | added |
| 9 | BRZE BRAZE INC | Technology | 6.0% | $13.9m | 641,194 | -42% | reduced |
| 10 | GDS GDS HLDGS LTD | Technology | 4.9% | $11.4m | 380,078 | 71% | added |
| 11 | CEG CONSTELLATION ENERGY CORP | Utilities | 3.0% | $7.1m | 28,451 | 23% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.