2026 Q2 Portfolio Activity
In 2026 Q2, ShawSpring Partners LLC maintained a portfolio of 14 distinct positions. The most significant new addition was CRANE COMPANY, now representing 7.82% of the total fund value. They heavily accumulated shares in ALIBABA GROUP HLDG LTD, increasing the position by 41.0%. Conversely, ShawSpring Partners LLC completely exited their position in INTUIT.
Position History
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Total Positions
14
Quarter
2026 Q2
Top Holding
BABA (16.9%)
Top 10 Concentration
97.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
ShawSpring Partners LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 16.92% | 13.61% |
#1
2
Prev: #3
|
8.5 |
—
|
118,892 | 41.0% |
P
S
|
409,153 | $39,270,505 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 16.13% | 14.51% |
#2
Prev: #2
|
6.0 |
—
|
-29,479 | -15.8% |
P
S
|
157,020 | $37,424,147 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OKTA
OKTA INC
|
Technology | 13.80% | 16.62% |
#3
2
Prev: #1
|
5.0 |
—
|
-330,292 | -58.5% |
P
S
|
234,744 | $32,030,819 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZS
ZSCALER INC
|
Technology | 10.18% | 10.51% |
#4
Prev: #4
|
5.0 |
—
|
-33,111 | -16.5% |
P
S
|
167,305 | $23,615,101 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CR
CRANE COMPANY
|
Industrials | 7.82% | — |
#5
Prev: #—
|
7.1 |
—
|
81,370 | — |
NEW
|
81,370 | $18,151,206 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.31% | — |
#6
Prev: #—
|
6.4 |
—
|
45,495 | — |
NEW
|
45,495 | $16,970,545 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 7.00% | 6.45% |
#7
Prev: #7
|
3.3 |
—
|
-32,122 | -15.8% |
P
S
|
170,806 | $16,250,483 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 6.89% | 6.39% |
#8
Prev: #8
|
3.3 |
—
|
13,777 | 1.5% |
P
S
|
920,068 | $15,981,581 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRZE
BRAZE INC
|
Technology | 5.99% | 9.81% |
#9
4
Prev: #5
|
2.4 |
—
|
-470,905 | -42.3% |
P
S
|
641,194 | $13,907,498 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 4.92% | 3.34% |
#10
1
Prev: #11
|
5.0 |
—
|
158,296 | 71.4% |
P
S
|
380,078 | $11,413,742 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 3.04% | 2.42% |
#11
1
Prev: #12
|
3.7 |
—
|
5,284 | 22.8% |
P
S
|
28,451 | $7,066,375 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 0.00% | 4.62% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-216,756 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 0.00% | 5.11% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-339,081 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTU
INTUIT
|
Technology | 0.00% | 6.61% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-40,939 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-14 of 14 holdings