13F filing recap · Q2 2026

What did ShawSpring Partners buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$232.08M

Positions

Estimated turnover

66.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

ShawSpring Partners opened new positions in Crane Company and Microsoft Corporation, while exiting Costar Group, Intuit, and Procore Technologies. The firm substantially increased its stake in Alibaba Group Holding and GDS Holdings, and significantly trimmed Okta and Braze. It also moderately reduced Amazon.com, Zscaler, and Liberty Media Corporation, and slightly added to Coupang.

New positions

CRCrane Company$18.15Mreported value+81.4K shares MSFTMicrosoft Corporation$16.97Mreported value+45.5K shares

Increased positions

BABAAlibaba Group Holding Limited$39.27Mreported value+118.9K shares+41.0%CPNGCoupang, Inc.$15.98Mreported value+13.8K shares+1.5%GDSGds Holdings Limited$11.41Mreported value+158.3K shares+71.4%CEGConstellation Energy Corporation$7.07Mreported value+5.3K shares

Reduced positions

AMZNAmazon.com Inc$37.42Mreported value-29.5K shares-15.8%OKTAOkta, Inc.$32.03Mreported value-330.3K shares-58.5%ZSZscaler, Inc.$23.62Mreported value-33.1K shares-16.5%FWONKLiberty Media Corporation$16.25Mreported value-32.1K shares

Exited positions

INTUIntuit Inc.$17.70Mprior reported value-40.9K shares-100.0%CSGPCostar Group, Inc.$13.68Mprior reported value-339.1K shares-100.0%PCORProcore Technologies, Inc.$12.36Mprior reported value-216.8K shares-100.0%