Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $232.08M~ (-$36M~)
- Previous value:
- $267.61M~
- # of changes:
- 14
- New positions:
- 2
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
ShawSpring Partners has disclosed a total of 14 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 5 and completely sold out 3 position(s).
What stocks is Dennis Hong buying now?
In the recent quarter Dennis Hong has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (BABA) Alibaba Group Holding Ltd (added shares +40.96%), (CXT) Crane NXT Co (new buy), (MSFT) Microsoft Corp (new buy), (CPNG) Coupang LLC (added shares +1.52%) and (GDS) GDS Holdings Ltd (added shares +71.37%).
In the latest report(s) the following changes have been made to the top investments: (BABA) Alibaba Group Holding Ltd (added shares +40.96%), (AMZN) Amazon.com Inc (reduced shares -15.81%), (OKTA) Okta Inc (reduced shares -58.46%), (ZS) Zscaler Inc (reduced shares -16.52%) and (CXT) Crane NXT Co (new buy).
14 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Crane NXT Co
|
new
|
+81,370
|
81,370
|
+7.82%
|
$223.07
|
-77.78%($49.56)
|
7.82%
|
2026 Q2
|
~0.25 years
|
|
|
|
Microsoft Corp
|
new
|
+45,495
|
45,495
|
+7.31%
|
$373.02
|
+29.37%($482.58)
|
7.31%
|
2026 Q2
|
~0.25 years
|
|
|
|
GDS Holdings Ltd
|
+71.37%
|
+158,296
|
380,078
|
+2.05%
|
$30.03
|
+9.12%($32.77)
|
4.92%
|
2026 Q1
|
~0.50 years
|
|
|
|
Alibaba Group Holding Ltd
|
+40.96%
|
+118,892
|
409,153
|
+4.92%
|
$95.98
|
+24.92%($119.90)
|
16.92%
|
2025 Q4
|
~0.75 years
|
|
|
|
Constellation Energy Corp
|
+22.81%
|
+5,284
|
28,451
|
+0.57%
|
$248.37
|
+10.99%($275.66)
|
3.04%
|
2026 Q1
|
~0.50 years
|
|
|
|
Coupang LLC
|
+1.52%
|
+13,777
|
920,068
|
+0.1%
|
$17.37
|
-5.58%($16.40)
|
6.89%
|
2026 Q1
|
~0.50 years
|
|
|
|
Amazon.com Inc
|
-15.81%
|
-29,479
|
157,020
|
-2.63%
|
$238.34
|
+8.48%($258.56)
|
16.13%
|
2025 Q4
|
~0.75 years
|
|
|
|
Liberty Media Corp Series C Liberty Formula One
|
-15.83%
|
-32,122
|
170,806
|
-1.14%
|
$95.14
|
+9.92%($104.58)
|
7.00%
|
2025 Q3
|
~1.00 year
|
|
|
|
Zscaler Inc
|
-16.52%
|
-33,111
|
167,305
|
-1.75%
|
$141.15
|
+26.49%($178.54)
|
10.18%
|
2026 Q1
|
~0.50 years
|
|
|
|
Braze Inc
|
-42.34%
|
-470,905
|
641,194
|
-3.82%
|
$21.69
|
+43.52%($31.13)
|
5.99%
|
2024 Q4
|
~1.75 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".