# ShawSpring Partners portfolio: Q2 2026 13F holdings

ShawSpring Partners: $232m in 11 US holdings at Q2 2026, with buys and sells. Top: Alibaba Group Holding, Amazon.com, Okta, Zscaler, Crane Company.

In Q2 2026, ShawSpring Partners held 11 US-listed stocks worth $232m. Its biggest move was buying Crane Company (now 7.8% of the portfolio), followed by buying Microsoft (now 7.3% of the portfolio). It started 2 new positions and sold out of 3. Its largest holding is Alibaba Group Holding at 17%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1766908/000117266126003620/0001172661-26-003620-index.htm)). $232m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Alibaba Group Holding (BABA) | $39.3m | 16.9% | Added +41% | 13.6% |
| Amazon.com (AMZN) | $37.4m | 16.1% | Trimmed -16% | 14.5% |
| Okta (OKTA) | $32.0m | 13.8% | Trimmed -58% | 16.6% |
| Zscaler (ZS) | $23.6m | 10.2% | Trimmed -16% | 10.5% |
| Crane Company (CR) | $18.2m | 7.8% | New | – |
| Microsoft (MSFT) | $17.0m | 7.3% | New | – |
| Liberty Media (FWONA) | $16.3m | 7.0% | Trimmed -16% | 6.5% |
| Coupang (CPNG) | $16.0m | 6.9% | Added +1.5% | 6.4% |
| Braze (BRZE) | $13.9m | 6.0% | Trimmed -42% | 9.8% |
| GDS Holdings (GDS) | $11.4m | 4.9% | Added +71% | 3.3% |
| Constellation Energy (CEG) | $7.1m | 3.0% | Added +23% | 2.4% |
| Intuit (INTU) | – | – | Sold out | 6.6% |
| CoStar Group (CSGP) | – | – | Sold out | 5.1% |
| Procore Technologies (PCOR) | – | – | Sold out | 4.6% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/shawspring-partners). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.