ShawSpring Partners, a Boston-based investment firm led by Dennis Hong, has disclosed a new stake in Microsoft Corp. (MSFT) in a recent SEC filing. The filing, which reflects holdings as of June 30, 2026, revealed the firm purchased 45,490 shares, valued at approximately $16.97 million. This new position constitutes 7.31% of ShawSpring's reported portfolio.
As with all 13F filings, this disclosure represents a snapshot of the firm's portfolio from the end of the previous quarter and does not indicate the exact timing of the trades. ShawSpring is known for its concentrated investment strategy, often holding a small number of positions it believes in strongly. This new investment places Microsoft as one of the firm's top ten holdings.