ShawSpring Partners LLC

Boston, MA · CIK 1766908 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

As an employer

$232.1m reported value -13.3% vs Q1 2026

11positions

97.0%in top 10

2 new 4 added 5 reduced 3 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	409,153	$39.3m16.92%	16.92%	Added +118.9k	+118,892 41.0%
2	AMAZON COM INC COM AMZN	AMZN	157,020	$37.4m16.13%	16.13%	Reduced -29.5k	-29,479 -15.8%
3	OKTA INC CL A OKTA	OKTA	234,744	$32.0m13.80%	13.80%	Reduced -330.3k	-330,292 -58.5%
4	ZSCALER INC COM ZS	ZS	167,305	$23.6m10.18%	10.18%	Reduced -33.1k	-33,111 -16.5%
5	CRANE COMPANY COMMON STOCK CR	CR	81,370	$18.2m7.82%	7.82%	New
6	MICROSOFT CORP COM MSFT	MSFT	45,495	$17.0m7.31%	7.31%	New
7	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	170,806	$16.3m7.00%	7.00%	Reduced -32.1k	-32,122 -15.8%
8	COUPANG INC CL A CPNG	CPNG	920,068	$16.0m6.89%	6.89%	Added +13.8k	+13,777 1.5%
9	BRAZE INC COM CL A BRZE	BRZE	641,194	$13.9m5.99%	5.99%	Reduced -470.9k	-470,905 -42.3%
10	GDS HLDGS LTD SPONSORED ADS GDS	GDS	380,078	$11.4m4.92%	4.92%	Added +158.3k	+158,296 71.4%
11	CONSTELLATION ENERGY CORP COM CEG	CEG	28,451	$7.1m3.04%	3.04%	Added +5.3k	+5,284 22.8%

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	40,939	$17.7m40.9k shares
COSTAR GROUP INC CSGP	CSGP	339,081	$13.7m339.1k shares
PROCORE TECHNOLOGIES INC PCOR	PCOR	216,756	$12.4m216.8k shares