Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $267.61M≈ (-$263M≈)
- Previous value:
- $531.11M≈
- # of changes:
- 15
- New positions:
- 4
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
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).
In the latest report(s) the following changes have been made to the top investments: (OKTA) Okta Inc (reduced shares -36.04%), (AMZN) Amazon.com Inc (added shares +57.47%), (BABA) Alibaba Group Holding Ltd (reduced shares -23.24%), (ZS) Zscaler Inc (new buy) and (BRZE) Braze Inc (reduced shares -24.50%).
15 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Constellation Energy Corp
|
new
|
+23,167
|
23,167
|
+2.42%
|
$279.25
|
-1.97%($273.74)
|
2.42%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Coupang LLC
|
new
|
+906,291
|
906,291
|
+6.39%
|
$18.88
|
-12.02%($16.61)
|
6.39%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
GDS Holdings Ltd
|
new
|
+221,782
|
221,782
|
+3.34%
|
$40.29
|
-17.35%($33.30)
|
3.34%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Zscaler Inc
|
new
|
+200,416
|
200,416
|
+10.51%
|
$140.29
|
+10.10%($154.46)
|
10.51%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Amazon.com Inc
|
+57.47%
|
+68,061
|
186,499
|
+5.3%
|
$208.27
|
+36.49%($284.26)
|
14.51%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Intuit Inc
|
-19.29%
|
-9,782
|
40,939
|
-0.8%
|
$432.38
|
-25.66%($321.43)
|
6.61%
|
2022 Q3
|
≈ 3.75 years
|
|
|
|
Alibaba Group Holding Ltd
|
-23.24%
|
-87,894
|
290,261
|
-2.08%
|
$125.46
|
+1.79%($127.71)
|
13.61%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Braze Inc
|
-24.50%
|
-360,906
|
1,112,099
|
-1.6%
|
$23.61
|
+8.81%($25.69)
|
9.81%
|
2024 Q4
|
≈ 1.50 years
|
|
|
|
Okta Inc
|
-36.04%
|
-318,405
|
565,036
|
-4.72%
|
$78.71
|
+82.41%($143.58)
|
16.62%
|
2025 Q2
|
≈ 1.00 year
|
|
|
|
Liberty Media Corp Series C Liberty Formula One
|
-45.42%
|
-168,901
|
202,928
|
-2.7%
|
$85.02
|
+15.18%($97.93)
|
6.45%
|
2025 Q3
|
≈ 0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.