ShawSpring Partners LLC
ShawSpring Partners LLC reported 11 US-listed holdings worth $232.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alibaba Group Holding Limited (16.9%), Amazon.com Inc. (16.1%) and Okta, Inc. (13.8%). Against the quarter before, it opened 2 positions, added to 4, trimmed 5 and sold out of 3.
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -33.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Crane Co. CR$18.2 million
- Microsoft Corp. MSFT$17.0 million
Added to 4
- Alibaba Group Holding Limited BABA+118,892 shares · +41%
- GDS Hldgs Ltd GDS+158,296 shares · +71%
- Constellation Energy Corp. CEG+5,284 shares · +23%
- Coupang Inc. Class A CPNG+13,777 shares · +2%
Trimmed 5
- Okta, Inc. OKTA-330,292 shares · -58%
- Braze Inc. BRZE-470,905 shares · -42%
- Amazon.com Inc. AMZN-29,479 shares · -16%
- Zscaler Inc. ZS-33,111 shares · -17%
- Liberty Media Corp. Del FWONK-32,122 shares · -16%
Sold out of 3
- Intuit Inc. INTU$17.7 million last quarter
- Costar Group, Inc. CSGP$13.7 million last quarter
- Procore Technologies Inc. PCOR$12.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alibaba Group Holding Limited BABA | 409.2K | $39.3 million | 16.92% | +118.9K |
| Amazon.com Inc. AMZN | 157.0K | $37.4 million | 16.13% | -29.5K |
| Okta, Inc. OKTA | 234.7K | $32.0 million | 13.80% | -330.3K |
| Zscaler Inc. ZS | 167.3K | $23.6 million | 10.18% | -33.1K |
| Crane Co. CR | 81.4K | $18.2 million | 7.82% | new |
| Microsoft Corp. MSFT | 45.5K | $17.0 million | 7.31% | new |
| Liberty Media Corp. Del FWONK | 170.8K | $16.3 million | 7.00% | -32.1K |
| Coupang Inc. Class A CPNG | 920.1K | $16.0 million | 6.89% | +13.8K |
| Braze Inc. BRZE | 641.2K | $13.9 million | 5.99% | -470.9K |
| GDS Hldgs Ltd GDS | 380.1K | $11.4 million | 4.92% | +158.3K |
| Constellation Energy Corp. CEG | 28.5K | $7.1 million | 3.04% | +5.3K |