ShawSpring Partners LLC — 13F holdings

ShawSpring Partners LLC reported 11 holdings worth $232M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BABA ALIBABA GROUP HLDG LTD — $39.3M (16.9%)
2. AMZN AMAZON COM INC — $37.4M (16.1%)
3. OKTA OKTA INC — $32.0M (13.8%)
4. ZS ZSCALER INC — $23.6M (10.2%)
5. CR CRANE COMPANY — $18.2M (7.8%)
6. MSFT MICROSOFT CORP — $17.0M (7.3%)
7. FWONK LIBERTY MEDIA CORP DEL — $16.3M (7.0%)
8. CPNG COUPANG INC — $16.0M (6.9%)
9. BRZE BRAZE INC — $13.9M (6.0%)
10. GDS GDS HLDGS LTD — $11.4M (4.9%)