ShawSpring Partners LLC Long-Term Concentrated

Location: Boston, MA

CIK: 0001766908 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $232M (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (2)

CR CRANE COMPANY 7.8%

Value $18.15M Shares 81,370 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 7.3%

Value $16.97M Shares 45,495 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CR	CRANE COMPANY	81,370	$18.15M	7.8%	—	—	COMMON STOCK	224408104
MSFT	MICROSOFT CORP	45,495	$16.97M	7.3%	—	—	COM	594918104

Increased Positions (4)

BABA ALIBABA GROUP HLDG LTD 16.9%

Value $39.27M (+7.8%) Shares 409,153 (+41.0%) Est. Cost — Unrealized —

GDS GDS HLDGS LTD 4.9%

Value $11.41M (+27.7%) Shares 380,078 (+71.4%) Est. Cost — Unrealized —

CPNG COUPANG INC 6.9%

Value $15.98M (-6.6%) Shares 920,068 (+1.5%) Est. Cost — Unrealized —

CEG CONSTELLATION ENERGY CORP 3.0%

Value $7.066M (+9.2%) Shares 28,451 (+22.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	409,153 (+41.0%)	$39.27M (+7.8%)	16.9%	—	—	SPONSORED ADS	01609W102
GDS	GDS HLDGS LTD	380,078 (+71.4%)	$11.41M (+27.7%)	4.9%	—	—	SPONSORED ADS	36165L108
CPNG	COUPANG INC	920,068 (+1.5%)	$15.98M (-6.6%)	6.9%	—	—	CL A	22266T109
CEG	CONSTELLATION ENERGY CORP	28,451 (+22.8%)	$7.066M (+9.2%)	3.0%	—	—	COM	21037T109

Exited Positions (3)

INTU INTUIT 7.6%

Value $17.7M Shares 40,939 Est. Cost — Unrealized —

CSGP COSTAR GROUP INC 5.9%

Value $13.68M Shares 339,081 Est. Cost — Unrealized —

PCOR PROCORE TECHNOLOGIES INC 5.3%

Value $12.36M Shares 216,756 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTU	INTUIT	40,939	$17.7M	7.6%	—	—	—	461202103
CSGP	COSTAR GROUP INC	339,081	$13.68M	5.9%	—	—	—	22160N109
PCOR	PROCORE TECHNOLOGIES INC	216,756	$12.36M	5.3%	—	—	—	74275K108

Decreased Positions (5)

OKTA OKTA INC 13.8%

Value $32.03M (-28.0%) Shares 234,744 (-58.5%) Est. Cost — Unrealized —

BRZE BRAZE INC 6.0%

Value $13.91M (-47.0%) Shares 641,194 (-42.3%) Est. Cost — Unrealized —

ZS ZSCALER INC 10.2%

Value $23.62M (-16.0%) Shares 167,305 (-16.5%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 16.1%

Value $37.42M (-3.7%) Shares 157,020 (-15.8%) Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 7.0%

Value $16.25M (-5.8%) Shares 170,806 (-15.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OKTA	OKTA INC	234,744 (-58.5%)	$32.03M (-28.0%)	13.8%	—	—	CL A	679295105
BRZE	BRAZE INC	641,194 (-42.3%)	$13.91M (-47.0%)	6.0%	—	—	COM CL A	10576N102
ZS	ZSCALER INC	167,305 (-16.5%)	$23.62M (-16.0%)	10.2%	—	—	COM	98980G102
AMZN	AMAZON COM INC	157,020 (-15.8%)	$37.42M (-3.7%)	16.1%	—	—	COM	023135106
FWONK	LIBERTY MEDIA CORP DEL	170,806 (-15.8%)	$16.25M (-5.8%)	7.0%	—	—	COM LBTY ONE S C	531229755