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%).

2022 Q2 (6 results)
SNOW
buy
+250,000
+6.16%
$139.06
73.51% $241.28
6.16%
HLT
buy
+543,825
+10.73%
$111.44
-
10.73%
BLND
+13.48%
+1,013,929
+0.42%
$2.36
32.63% $1.59
3.57%
SE
+2.80%
+53,059
+0.63%
$66.86
-
23.06%
CPNG
-4.25%
-299,046
-0.68%
$12.75
28.78% $16.42
15.22%
IAC
-7.47%
-247,598
-3.33%
$75.97
-
41.28%
2022 Q1 (6 results)
CPNG
buy
+7,040,110
+17.12%
$17.68
7.13% $16.42
17.12%
BLND
buy
+7,520,104
+5.90%
$5.70
72.11% $1.59
5.90%
SE
+103.79%
+964,890
+15.90%
$119.79
-
31.22%
IAC
-11.51%
-431,547
-5.95%
$100.28
-
45.75%
ANGI
-100.00%
-450,182
-5.70%
$92.10
93.45% $6.03
0.00%
SQ
-100.00%
-443,240
-9.85%
$161.48
-
0.00%
2021 Q4 (5 results)
IAC
+28.93%
+840,902
+13.55%
$130.71
-
60.41%
ANGI
+8.92%
+36,870
+0.42%
$92.10
93.45% $6.03
0.00%
SE
+0.41%
+3,750
+0.10%
$223.75
-
25.65%
SQ
-27.38%
-167,100
-3.33%
$161.48
-
0.00%
VMEO
-100.00%
-2,952,085
-10.69%
$29.37
-
0.00%
2021 Q3 (6 results)
IAC
+53.26%
+1,010,157
+13.73%
$130.29
-
39.51%
VMEO
+8.49%
+230,999
+0.71%
$29.37
-
0.00%
ANGI
+2.84%
+11,400
+0.15%
$123.40
95.11% $6.03
5.32%
SQ
-8.34%
-55,500
-1.39%
$239.74
-
15.27%
SE
-26.97%
-342,014
-11.40%
$319.43
-
30.86%
MTCH
-100.00%
-384,962
-6.48%
$161.25
78.72% $34.32
0.00%
2021 Q2 (7 results)
VMEO
buy
+2,721,086
+12.67%
$49.00
-
12.67%
IAC
buy
+1,896,715
+27.78%
$154.17
-
27.78%
ANGI
+17.07%
+58,600
+0.75%
$135.20
95.54% $6.03
5.16%
SQ
+16.34%
+93,500
+2.16%
$243.63
-
15.41%
SE
+16.12%
+176,000
+4.59%
$274.54
-
33.07%
MTCH
-41.24%
-270,148
-4.14%
$161.25
78.72% $34.32
0.00%
IAC
-100.00%
-1,358,278
-27.92%
$216.31
80.47% $42.24
0.00%
2021 Q1 (5 results)
IAC
+32.57%
+333,687
+9.00%
$216.31
80.47% $42.24
0.00%
ANGI
+17.04%
+49,985
+0.81%
$130.00
95.36% $6.03
5.56%
SQ
+14.99%
+74,600
+2.11%
$227.05
-
16.20%
SE
-13.17%
-165,629
-4.61%
$223.23
-
30.39%
MTCH
-15.42%
-119,446
-2.05%
$137.38
75.02% $34.32
11.22%
2020 Q4 (5 results)
IAC
+24.08%
+198,828
+5.31%
$189.35
77.69% $42.24
27.38%
ANGI
+8.12%
+22,019
+0.41%
$132.00
95.43% $6.03
5.47%
SE
+4.50%
+54,154
+1.52%
$199.05
-
35.33%
MTCH
-0.58%
-4,554
-0.10%
$151.19
77.30% $34.32
16.53%
SQ
-11.61%
-65,359
-2.01%
$217.64
-
15.29%
2020 Q3 (8 results)
IAC
buy
+825,763
+20.10%
$119.78
64.74% $42.24
20.10%
MTCH
buy
+779,110
+17.52%
$110.65
68.98% $34.32
17.52%
SE
+14.54%
+152,738
+4.78%
$154.04
-
37.67%
ANGI
-11.41%
-34,950
-0.79%
$110.95
94.57% $6.03
6.12%
SQ
-30.92%
-252,053
-8.33%
$162.55
-
18.60%
CVNA
-100.00%
-227,057
-5.55%
$120.20
47.05% $63.65
0.00%
1812212D
-100.00%
-410,958
-27.01%
$323.40
-
0.00%
JD
-100.00%
-844,108
-10.32%
$60.18
-
0.00%
48 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.