Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 15 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 7 and completely sold out 3 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 5 securities: (ZS) ZSCALER INC (new buy), (CPNG) COUPANG INC (new buy), (AMZN) AMAZONCOM INC (added shares +57.47%), (GDS) GDS HOLDINGS LTD - ADR (new buy) and (CEG) CONSTELLATION ENERGY (new buy).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (OKTA) OKTA INC (16.62%), (AMZN) AMAZONCOM INC (14.51%), (BABA) ALIBABA GROUP HOLDING-SP ADR (13.61%), (ZS) ZSCALER INC (10.51%) and (BRZE) BRAZE INC-A (9.81%).

In the latest report(s) the following changes have been made to the top investments: (OKTA) OKTA INC (reduced shares -36.04%), (AMZN) AMAZONCOM INC (added shares +57.47%), (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -23.24%), (ZS) ZSCALER INC (new buy) and (BRZE) BRAZE INC-A (reduced shares -24.5%).

2026 Q1 (15 results)
ZS
buy
+200,416
+10.51%
$140.29
4.22% $134.37
10.51%
CPNG
buy
+906,291
+6.39%
$18.88
13.03% $16.42
6.39%
GDS
buy
+221,782
+3.34%
$40.29
-
3.34%
CEG
buy
+23,167
+2.42%
$279.25
4.30% $267.24
2.42%
AMZN
+57.47%
+68,061
+5.30%
$208.27
20.05% $250.02
14.51%
INTU
-19.29%
-9,782
-1.58%
$432.38
27.97% $311.44
6.61%
BABA
-23.24%
-87,894
-4.12%
$125.46
-
13.61%
BRZE
-24.50%
-360,906
-3.18%
$23.61
0.21% $23.56
9.81%
OKTA
-36.04%
-318,405
-9.37%
$78.71
58.37% $124.65
16.62%
FWONK
-45.42%
-168,901
-5.37%
$85.02
-
6.45%
CSGP
-64.59%
-618,476
-9.32%
$40.34
17.20% $33.40
5.11%
PCOR
-68.20%
-464,780
-9.90%
$57.00
11.14% $50.65
4.62%
FOUR
-100.00%
-1,148,861
-27.03%
$62.97
36.13% $40.22
0.00%
BLND
-100.00%
-9,024,099
-10.25%
$3.04
47.70% $1.59
0.00%
MNDY
-100.00%
-253,959
-14.00%
$147.56
41.75% $85.95
0.00%
2025 Q4 (13 results)
BABA
buy
+378,155
+10.44%
$146.58
-
10.44%
AMZN
buy
+118,438
+5.15%
$230.82
8.32% $250.02
5.15%
FWONK
+70.94%
+154,306
+2.86%
$98.51
-
6.90%
CSGP
+6.87%
+61,523
+0.78%
$67.24
50.33% $33.40
12.12%
FOUR
-8.19%
-102,513
-1.22%
$62.97
36.13% $40.22
0.00%
BLND
-8.30%
-816,506
-0.47%
$3.04
47.70% $1.59
0.00%
OKTA
-10.81%
-107,045
-1.74%
$86.47
44.15% $124.65
14.38%
BRZE
-20.30%
-375,239
-2.42%
$34.29
31.29% $23.56
9.51%
MNDY
-32.14%
-120,262
-3.34%
$147.56
41.75% $85.95
0.00%
PCOR
-36.77%
-396,377
-5.43%
$72.74
30.37% $50.65
9.33%
INTU
-55.65%
-63,648
-7.94%
$662.42
52.98% $311.44
6.33%
VERX
-100.00%
-1,081,446
-5.05%
$24.79
48.41% $12.79
0.00%
NCNO
-100.00%
-1,553,659
-7.93%
$27.11
-
0.00%
2025 Q3 (11 results)
FWONK
buy
+217,523
+3.38%
$104.45
-
3.38%
FOUR
+60.70%
+472,652
+5.44%
$77.40
48.04% $40.22
14.40%
VERX
+51.79%
+369,001
+1.36%
$24.79
48.41% $12.79
0.00%
MNDY
+33.07%
+93,009
+2.68%
$193.69
55.62% $85.95
10.78%
BLND
+10.43%
+929,566
+0.50%
$3.65
56.44% $1.59
5.34%
OKTA
+3.79%
+36,193
+0.49%
$91.70
35.93% $124.65
13.50%
INTU
-17.62%
-24,454
-2.48%
$682.91
54.40% $311.44
11.61%
BRZE
-26.65%
-671,356
-2.84%
$28.44
17.16% $23.56
7.82%
PCOR
-30.97%
-483,700
-5.24%
$72.92
30.54% $50.65
11.69%
CSGP
-33.92%
-460,026
-5.77%
$84.37
60.41% $33.40
11.24%
NCNO
-46.20%
-1,334,107
-5.38%
$27.11
-
0.00%
2025 Q2 (10 results)
OKTA
buy
+954,293
+12.04%
$99.97
24.69% $124.65
12.04%
VERX
+45.35%
+222,283
+0.99%
$35.34
63.80% $12.79
3.18%
CSGP
+18.09%
+207,758
+2.11%
$80.40
58.46% $33.40
13.76%
PCOR
+8.65%
+124,282
+1.07%
$68.42
25.97% $50.65
13.48%
BRZE
+6.16%
+146,214
+0.52%
$28.10
16.16% $23.56
8.94%
FOUR
-13.37%
-120,152
-1.50%
$99.11
59.42% $40.22
9.74%
INTU
-16.84%
-28,113
-2.79%
$787.63
60.46% $311.44
13.80%
NCNO
-20.92%
-764,152
-2.70%
$27.97
-
10.19%
MNDY
-25.74%
-97,499
-3.87%
$314.48
72.67% $85.95
11.16%
HLT
-100.00%
-179,612
-5.16%
$227.55
-
0.00%
49 of 218

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.