ShawSpring Partners LLC
13F filer · CIK 1766908 · Boston, MA
Summary
ShawSpring Partners LLC reported $232.08M across 11 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are BABA (16.9%), AMZN (16.1%), OKTA (13.8%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 4, trimmed 5 and sold out of 3.
Reported value$232.08M
Positions11
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added4
Trimmed5
Sold out3
Top 11 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.9%Value $39.27MPrice $107.74Shares 409K +40.96%Since Jun 30 +12.25%
Weight 16.1%Value $37.42MPrice $246.67Shares 157K -15.81%Since Jun 30 +3.50%
Weight 13.8%Value $32.03MPrice $202.18Shares 235K -58.46%Since Jun 30 +48.17%
Weight 10.2%Value $23.62MPrice $199.39Shares 167K -16.52%Since Jun 30 +41.26%
Weight 7.8%Value $18.15MPrice $206.92Shares 81KSince Jun 30 -7.24%
Weight 7.3%Value $16.97MPrice $509.22Shares 45KSince Jun 30 +36.51%
Weight 7.0%Value $16.25MPrice $94.86Shares 171K -15.83%Since Jun 30 -0.29%
Weight 6.9%Value $15.98MPrice $13.75Shares 920K +1.52%Since Jun 30 -20.84%
Weight 6.0%Value $13.91MPrice $23.15Shares 641K -42.34%Since Jun 30 +6.73%
Weight 4.9%Value $11.41MPrice $31.66Shares 380K +71.37%Since Jun 30 +5.43%
Weight 3.0%Value $7.07MPrice $264.58Shares 28K +22.81%Since Jun 30 +6.53%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.9% | $39.27M | +12.25% | +40.96% | Add | |
| 16.1% | $37.42M | +3.50% | -15.81% | Trim | |
| 13.8% | $32.03M | +48.17% | -58.46% | Trim | |
| 10.2% | $23.62M | +41.26% | -16.52% | Trim | |
| 7.8% | $18.15M | -7.24% | — | New | |
| 7.3% | $16.97M | +36.51% | — | New | |
| 7.0% | $16.25M | -0.29% | -15.83% | Trim | |
| 6.9% | $15.98M | -20.84% | +1.52% | Add | |
| 6.0% | $13.91M | +6.73% | -42.34% | Trim | |
| 4.9% | $11.41M | +5.43% | +71.37% | Add | |
| 3.0% | $7.07M | +6.53% | +22.81% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.