Dennis Hong portfolio: what ShawSpring Partners holds
The founder of ShawSpring Partners, which holds a concentrated portfolio of quality companies.
Stock portfolio value
$232.1M
Stock positions
11
Report date
30 June 2026
Filed
14 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Alibaba Group Hldg LtdBABA | 16.9% | $39.3M | Added +41% |
| 2 | Amazon Com IncAMZN | 16.1% | $37.4M | Trimmed -16% |
| 3 | Okta IncOKTA | 13.8% | $32.0M | Trimmed -58% |
| 4 | Zscaler IncZS | 10.2% | $23.6M | Trimmed -17% |
| 5 | Crane CompanyCR | 7.8% | $18.2M | New |
| 6 | Microsoft CorpMSFT | 7.3% | $17.0M | New |
| 7 | Liberty Media Corp DelFWONK | 7% | $16.3M | Trimmed -16% |
| 8 | Coupang IncCPNG | 6.9% | $16.0M | Added +2% |
| 9 | Braze IncBRZE | 6% | $13.9M | Trimmed -42% |
| 10 | Gds Hldgs LtdGDS | 4.9% | $11.4M | Added +71% |
| 11 | Constellation Energy CorpCEG | 3% | $7.1M | Added +23% |
New positions last quarter
- Crane Company$18.2M
- Microsoft Corp$17.0M
Positions sold
- Intuit$17.7M
- Costar Group Inc$13.7M
- Procore Technologies Inc$12.4M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.