Dennis Hong's ShawSpring Partners holds 157K shares of Amazon.com Inc (AMZN) worth about $37.4M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 16.13% of the reported portfolio, the 2nd largest of 11 stock positions. Dennis Hong trimmed the share count by 16% in 2026 Q2.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 16.13% |
| Shares | 157K |
| Reported value | $37.4M |
| Rank in portfolio | 2nd of 11 |
| Largest holding | BABA at 16.92% |
| Top three holdings | 46.85% of the book |
| Change this quarter | -16% shares |
How concentrated is Dennis Hong in AMZN?
AMZN at 16.13% is 1.8 times the average stock position in the Dennis Hong portfolio, which is 9%. The largest holding is BABA at 16.92%. The three largest stocks together are 46.85% of the reported book. A quarter earlier AMZN was 14.51% of the book.
Where does AMZN sit in the Dennis Hong portfolio?
AMZN ranks 2nd of 11 stock positions in the Dennis Hong portfolio at 16.13%, above the fund's average stock position of 9%. The AMZN cut was the 9th largest of the quarter's 14 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Dennis Hong reported 11 stock positions, with 2 opened and 3 closed. The total portfolio value is about $232.1M, down 13% from the prior quarter.
How long has Dennis Hong held AMZN?
Dennis Hong first reported AMZN in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund added to the position by 57%. Every reported trade is on the Dennis Hong AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 29 hold AMZN. One other tracked fund sold out of it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Lewis Sanders, Eagle Capital Management and Bill Ackman. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What share of the Dennis Hong portfolio is AMZN?
AMZN is 16.13% of the Dennis Hong portfolio as of 2026 Q2, the 2nd largest of 11 stock positions.
What is the AMZN stake of Dennis Hong worth?
Dennis Hong holds 157K shares of AMZN, worth about $37.4M at June 30, 2026 prices, 16.13% of the reported portfolio.
What are the largest holdings of Dennis Hong?
The largest stock positions of Dennis Hong as of 2026 Q2 are BABA (16.92%), AMZN (16.13%) and OKTA (13.8%), together 46.85% of the book.
Did Dennis Hong's ShawSpring Partners change its AMZN position in 2026 Q2?
Dennis Hong trimmed the share count by 16% in 2026 Q2.