Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $531.11M≈ (-$141M≈)
- Previous value:
- $672.60M≈
- # of changes:
- 13
- New positions:
- 2
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 13 Feb 2026
ShawSpring Partners has disclosed a total of 13 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 7 and completely sold out 2 position(s).
What stocks did Dennis Hong buy in 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (OKTA) Okta Inc (reduced shares -10.81%), (FOUR) Shift4 Payments Inc (reduced shares -8.19%), (CSGP) CoStar Group Inc (added shares +6.87%), (BABA) Alibaba Group Holding Ltd (new buy) and (BRZE) Braze Inc (reduced shares -20.30%).
13 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alibaba Group Holding Ltd
|
new
|
+378,155
|
378,155
|
+10.44%
|
$146.58
|
-12.87%($127.71)
|
10.44%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Amazon.com Inc
|
new
|
+118,438
|
118,438
|
+5.15%
|
$230.82
|
+23.15%($284.26)
|
5.15%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Liberty Media Corp Series C Liberty Formula One
|
+70.94%
|
+154,306
|
371,829
|
+2.86%
|
$98.51
|
-0.59%($97.93)
|
6.90%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
CoStar Group Inc
|
+6.87%
|
+61,523
|
957,557
|
+0.78%
|
$67.24
|
-55.29%($30.06)
|
12.12%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
Shift4 Payments Inc
|
-8.19%
|
-102,513
|
1,148,861
|
-0.96%
|
$62.97
|
-13.91%($54.21)
|
13.62%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
Blend Labs Inc
|
-8.30%
|
-816,506
|
9,024,099
|
-0.37%
|
$3.04
|
-38.65%($1.86)
|
5.17%
|
2022 Q1
|
≈ 4.00 years
|
|
|
|
Okta Inc
|
-10.81%
|
-107,045
|
883,441
|
-1.38%
|
$86.47
|
+66.04%($143.58)
|
14.38%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
Braze Inc
|
-20.30%
|
-375,239
|
1,473,005
|
-1.91%
|
$34.29
|
-25.08%($25.69)
|
9.51%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
MONDAY.COM LTD
|
-32.14%
|
-120,262
|
253,959
|
-2.64%
|
$147.56
|
-39.88%($88.72)
|
7.06%
|
2024 Q1
|
≈ 2.00 years
|
|
|
|
Procore Technologies Inc
|
-36.77%
|
-396,377
|
681,536
|
-4.29%
|
$72.74
|
-24.80%($54.70)
|
9.33%
|
2024 Q2
|
≈ 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.