ShawSpring Partners LLC
Boston MA · SEC CIK 0001766908
$2.32亿2026Q2 申报市值
11持仓数
97.0%前十大占比 · 第一大 16.9%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CR 新建仓+$1,815.12万
MSFT 新建仓+$1,697.05万
BABA 加仓+$1,141.13万
GDS 加仓+$475.36万
CEG 加仓+$131.24万
2026Q2 卖出最多 按季末市值估算
OKTA 减仓-$4,506.83万
INTU 清仓-$1,770.12万
CSGP 清仓-$1,367.85万
PCOR 清仓-$1,235.51万
BRZE 减仓-$1,021.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $3,927.05万 | 16.92% | 409,153 | 118,892 | 41.0% | $1,141.13万 | 加仓 |
| AMZN | AMAZON COM INC | $3,742.41万 | 16.13% | 157,020 | -29,479 | -15.8% | -$702.60万 | 减仓 |
| OKTA | OKTA INC | $3,203.08万 | 13.80% | 234,744 | -330,292 | -58.5% | -$4,506.83万 | 减仓 |
| ZS | ZSCALER INC | $2,361.51万 | 10.18% | 167,305 | -33,111 | -16.5% | -$467.36万 | 减仓 |
| CR | CRANE COMPANY | $1,815.12万 | 7.82% | 81,370 | 81,370 | — | $1,815.12万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,697.05万 | 7.31% | 45,495 | 45,495 | — | $1,697.05万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,625.05万 | 7.00% | 170,806 | -32,122 | -15.8% | -$305.61万 | 减仓 |
| CPNG | COUPANG INC | $1,598.16万 | 6.89% | 920,068 | 13,777 | 1.5% | $23.93万 | 加仓 |
| BRZE | BRAZE INC | $1,390.75万 | 5.99% | 641,194 | -470,905 | -42.3% | -$1,021.39万 | 减仓 |
| GDS | GDS HLDGS LTD | $1,141.37万 | 4.92% | 380,078 | 158,296 | 71.4% | $475.36万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $706.64万 | 3.04% | 28,451 | 5,284 | 22.8% | $131.24万 | 加仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -40,939 | -100.0% | -$1,770.12万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -339,081 | -100.0% | -$1,367.85万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -216,756 | -100.0% | -$1,235.51万 | 清仓 |