ShawSpring Partners LLC
Filing Date
Global Rank
#4,264
/ 8,700
▲ 822
Top Industry
Internet Retail
39.9%
Period ended 3 months ago
Filed Aug 14, 2026 · 31d
26 quarters · since Mar 2020
Portfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.9%
+0.3 pts
Top 5
64.8%
−0.2 pts
Top 10
97.0%
+2.7 pts
HHI
1,121
Diversified+51
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.2% | $97,937,701 |
| Consumer Cyclical | 39.9% | $92,676,231 |
| Industrials | 7.8% | $18,151,205 |
| Communication Services | 7.0% | $16,250,482 |
| Utilities | 3.0% | $7,066,374 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRZE | Braze, Inc. | −470,905 | 641,194 | $13,907,497 | |
| OKTA | Okta, Inc. | −330,292 | 234,744 | $32,030,818 | |
| ZS | Zscaler, Inc. | −33,111 | 167,305 | $23,615,100 | |
| FWONA | Liberty Media Corp | −32,122 | 170,806 | $16,250,482 | |
| AMZN | Amazon Com Inc | −29,479 | 157,020 | $37,424,146 | |
| No positions match the current search. | |||||
11 tracked positions ·
$232,081,993 total
· filing declares
11 positions · $232,082,002
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 409,153 | $39,270,504 | 16.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 157,020 | $37,424,146 | 16.13% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 234,744 | $32,030,818 | 13.80% | |
| ZS |
Zscaler, Inc.
Technology
|
Reduced | 167,305 | $23,615,100 | 10.18% | |
| CR |
Crane Co
Industrials
|
NEW | 81,370 | $18,151,205 | 7.82% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 45,495 | $16,970,544 | 7.31% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Reduced | 170,806 | $16,250,482 | 7.00% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Added | 920,068 | $15,981,581 | 6.89% | |
| BRZE |
Braze, Inc.
Technology
|
Reduced | 641,194 | $13,907,497 | 5.99% | |
| GDS |
GDS Holdings Ltd
Technology
|
Added | 380,078 | $11,413,742 | 4.92% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 28,451 | $7,066,374 | 3.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.