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ShawSpring Partners 13F Holdings and Portfolio Changes
ShawSpring Partners reported $232.1M in 13F securities for Q2 2026, with 11 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include Alibaba (BABA), CRANE (CR), Microsoft (MSFT), and COUPANG (CPNG). Reduced or exited positions include Amazon (AMZN), OKTA, ZSCALER (ZS), and INTUIT (INTU). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Reported holdings and concentration
ShawSpring Partners's Q2 2026 13F report contains 11 positions valued at $232.1M. The largest reported holdings include Alibaba, Amazon, OKTA, ZSCALER, and CRANE.
The three largest positions in the holdings table account for approximately 46.9% of reported 13F value. The largest reported sector exposure is Consumer Discretionary at 39.9% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0001172661-26-003620. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
ShawSpring Partners portfolio analytics
the top five positions account for 64.8% of disclosed value; the largest sector exposure is Consumer Discretionary at 39.9%.
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| BABA whale holders ALIBABA GROUP HLDG LTD | $39.3M | 16.9% | Increased |
| AMZN whale holders AMAZON COM INC | $37.4M | 16.1% | Reduced |
| OKTA whale holders OKTA INC | $32.0M | 13.8% | Reduced |
| ZS whale holders ZSCALER INC | $23.6M | 10.2% | Reduced |
| CR whale holders CRANE COMPANY | $18.2M | 7.8% | New |
| MSFT whale holders MICROSOFT CORP | $17.0M | 7.3% | New |
| FWONK whale holders LIBERTY MEDIA CORP DEL | $16.3M | 7.0% | Reduced |
| CPNG whale holders COUPANG INC | $16.0M | 6.9% | Increased |
| BRZE whale holders BRAZE INC | $13.9M | 6.0% | Reduced |
| GDS whale holders GDS HLDGS LTD | $11.4M | 4.9% | Increased |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- BABA whale holders — ALIBABA GROUP HLDG LTD ($39.3M)
- CR whale holders — CRANE COMPANY ($18.2M)
- MSFT whale holders — MICROSOFT CORP ($17.0M)
- CPNG whale holders — COUPANG INC ($16.0M)
- GDS whale holders — GDS HLDGS LTD ($11.4M)
- CEG whale holders — CONSTELLATION ENERGY CORP ($7.1M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- AMZN whale holders — AMAZON COM INC ($37.4M)
- OKTA whale holders — OKTA INC ($32.0M)
- ZS whale holders — ZSCALER INC ($23.6M)
- INTU whale holders — INTUIT ($17.7M)
- FWONK whale holders — LIBERTY MEDIA CORP DEL ($16.3M)
- BRZE whale holders — BRAZE INC ($13.9M)
Allocation
- Consumer Discretionary: 39.9%
- Information Technology: 31.3%
- Other: 18.7%
- Communication Services: 7.0%
- Utilities: 3.0%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0001172661-26-003620)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
Related investor portfolios
Profiles with the same disclosure type, ordered by overlap among their top 20 reported holdings.
- Foxhaven Asset Management 13F holdings and portfolio changes — Foxhaven Asset Management
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- HMI Capital Management 13F holdings and portfolio changes — HMI Capital Management
- Tiger Global Management 13F holdings and portfolio changes — Tiger Global Management
- Altarock Partners 13F holdings and portfolio changes — Altarock Partners
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Questions about this 13F filing
What does ShawSpring Partners report for Q2 2026?
The filing reports 11 positions and $232.1M in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include Alibaba (BABA), CRANE (CR), Microsoft (MSFT), and COUPANG (CPNG). Reduced or exited positions include Amazon (AMZN), OKTA, ZSCALER (ZS), and INTUIT (INTU).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.