ShawSpring Partners LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$232,082
Net value change ($000)
-35,527 (-13.3%)
New positions
2
Sold out positions
3
Turnover %
34.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CR 18,151 NEW
MSFT 16,971 NEW
BABA 2,855 7.8%
GDS 2,478 27.7%
CEG 597 9.2%
Top Reduces (Value $000, Stocks/ETFs)
INTU -17,701 -100.0%
CSGP -13,679 -100.0%
OKTA -12,443 -28.0%
PCOR -12,355 -100.0%
BRZE -12,350 -47.0%
ZS -4,501 -16.0%
AMZN -1,418 -3.7%
CPNG -1,129 -6.6%
FWONA -1,003 -5.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type