ShawSpring Partners
Dennis HongBoston, MAfiles as ShawSpring Partners LLC
$232m in 11 US stocks at the end of 30 June 2026. The top 10 are 97.0% of the money. It changed about 23.3% of the portfolio this quarter.
Value
$232m
Stocks
11
Top 10 share
97.0%
Turnover
23.3%
What changed this quarter
New
Bought for the first time this quarter.
- CraneCR7.8% of the fund
- MicrosoftMSFT7.3% of the fund
Added
Bought more of a stock they already held.
- Alibaba Group HldgBABA16.9% of the fund+41%
- GDS HldgsGDS4.9% of the fund+71%
- Constellation EnergyCEG3.0% of the fund+23%
Cut
Sold some of their stake.
- Amazon.comAMZN16.1% of the fund-16%
- OktaOKTA13.8% of the fund-58%
- ZscalerZS10.2% of the fund-17%
- Liberty MediaFWONK7.0% of the fund-16%
- BrazeBRZE6.0% of the fund-42%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- Costar GroupCSGP-100%
- Procore TechnologiesPCOR-100%
Holdings
- Alibaba Group HldgBABA
- Share
- 16.9%
- Value
- $39m
- Shares
- 409,153
+41%
- GDS HldgsGDS
- Share
- 4.9%
- Value
- $11m
- Shares
- 380,078
+71%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Alibaba Group HldgBABA | 16.9% | $39m | 409,153 | +41% |
| Amazon.comAMZN | 16.1% | $37m | 157,020 | -16% |
| OktaOKTA | 13.8% | $32m | 234,744 | -58% |
| ZscalerZS | 10.2% | $24m | 167,305 | -17% |
| CraneCR | 7.8% | $18m | 81,370 | New |
| MicrosoftMSFT | 7.3% | $17m | 45,495 | New |
| Liberty MediaFWONK | 7.0% | $16m | 170,806 | -16% |
| CoupangCPNG | 6.9% | $16m | 920,068 | Held |
| BrazeBRZE | 6.0% | $14m | 641,194 | -42% |
| GDS HldgsGDS | 4.9% | $11m | 380,078 | +71% |
| Constellation EnergyCEG | 3.0% | $7m | 28,451 | +23% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 70.7% since 30 June 2025.
Where the money is
Technology37.3%
Retail & consumer23.0%
Industrials7.8%
Media & telecom7.0%
Utilities3.0%
Other21.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.