ShawSpring Partners LLC holds a concentrated book of 11 stocks worth $232.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Crane Co and trimmed Amazon.com Inc. Their largest long position is Alibaba Group Holding-SP ADR at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as ShawSpring Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Sellaronda Global Management LP | 5 / 11 | $92.7M |
| Altarock Partners LP | 2 / 11 | $2.2B |
| Skye Global Management LP | 3 / 11 | $2.5B |
| Joho Capital LLC | 2 / 11 | $189.7M |
| Nellore Capital Management LLC | 3 / 11 | $301.8M |
| HMI Capital Management, L.P. | 3 / 11 | $287.8M |
| Torque Asset Management LLC | 3 / 11 | $88.4M |
| Standard Investments LLC | 2 / 11 | $598.8M |
Ranked by the share of each fund's own book sitting in the names it shares with ShawSpring Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alibaba Group Hldg Ltd SPONSORED ADS | $39.3M | 409.2K | 16.9% | ▲+41% Added · +119K sh | |
| 2 | Amazon Com Inc COM | $37.4M | 157.0K | 16.1% | ▼−16% Reduced · −29K sh | |
| 3 | Okta Inc CL A | $32.0M | 234.7K | 13.8% | ▼−58% Reduced · −330K sh | |
| 4 | Zscaler Inc COM | $23.6M | 167.3K | 10.2% | ▼−17% Reduced · −33K sh | |
| 5 | Crane Company COMMON STOCK | $18.2M | 81.4K | 7.8% | ▲New New position | |
| 6 | Microsoft Corp COM | $17.0M | 45.5K | 7.3% | ▲New New position | |
| 7 | Liberty Media Corp Del COM LBTY ONE S C | $16.3M | 170.8K | 7.0% | ▼−16% Reduced · −32K sh | |
| 8 | Coupang Inc CL A | $16.0M | 920.1K | 6.9% | ▲+1.5% Added · +14K sh | |
| 9 | Braze Inc COM CL A | $13.9M | 641.2K | 6.0% | ▼−42% Reduced · −471K sh | |
| 10 | GDS Hldgs Ltd SPONSORED ADS | $11.4M | 380.1K | 4.9% | ▲+71% Added · +158K sh | |
| 11 | Constellation Energy Corp COM | $7.1M | 28.5K | 3.0% | ▲+23% Added · +5K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766908/holdings"
Use Arkolith to show ShawSpring Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.