ShawSpring Partners LLC
- SEC CIK
- 0001766908
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 11
- −1 vs. Q1 2026
- Portfolio value
- $232.1M
- −$35.5M (−13.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 409,153 | $39.3M | 16.9% | +118,892+41.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 157,020 | $37.4M | 16.1% | −29,479−15.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 234,744 | $32.0M | 13.8% | −330,292−58.5% | Reduced | History |
| ZSZscaler, Inc. | Stock | 167,305 | $23.6M | 10.2% | −33,111−16.5% | Reduced | History |
| CRCrane Co | COMMON STOCK | 81,370 | $18.2M | 7.8% | +81,370 | New | History |
| MSFTMicrosoft Corp | Stock | 45,495 | $17.0M | 7.3% | +45,495 | New | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 170,806 | $16.3M | 7.0% | −32,122−15.8% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 920,068 | $16.0M | 6.9% | +13,777+1.5% | Added | History |
| BRZEBraze, Inc. | Stock | 641,194 | $13.9M | 6.0% | −470,905−42.3% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 380,078 | $11.4M | 4.9% | +158,296+71.4% | Added | History |
| CEGConstellation Energy Corp | Stock | 28,451 | $7.07M | 3.0% | +5,284+22.8% | Added | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.