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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
Rockwood Research
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ShawSpring Partners

Long Only
Manager
Dennis Hong
Quarter
Q2 2026
13F value
$232.1M
Positions
11
CIK
0001766908
SHARE:XLINKEDINEMAIL
Alibaba Group Hldg LTDBABAHISTORY16.92%+41.0%
Amazon Com IncAMZNHISTORY16.13%(15.8%)
Okta IncOKTAHISTORY13.80%(58.5%)
Zscaler IncZSHISTORY10.18%(16.5%)
Crane CompanyCRHISTORY7.82%NEW
Microsoft CorpMSFTHISTORY7.31%NEW
Liberty Media Corp DelFWONKHISTORY7.00%(15.8%)
Coupang IncCPNGHISTORY6.89%+1.5%
Braze IncBRZEHISTORY5.99%(42.3%)
GDS Hldgs LTDGDSHISTORY4.92%+71.4%
Constellation Energy CorpCEGHISTORY3.04%+22.8%
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology