Alibaba Group Holding Ltd (BABA) is now the largest holding in Dennis Hong's ShawSpring Partners portfolio, at 16.92% as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. BABA ranked 3rd a quarter earlier, at 13.61% of the book. The filing lists 409K shares worth about $39.3M.
What did the 2026 Q2 filing report for BABA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 16.92% |
| Shares | 409K |
| Reported value | $39.3M |
| Rank in portfolio | 1st of 11 |
| Rank a quarter earlier | 3rd |
| Largest holding a quarter earlier | OKTA at 16.62% |
| Next largest holding now | AMZN at 16.13% |
How did BABA become the largest holding?
Dennis Hong added 41% to the BABA share count in 2026 Q2. OKTA, the largest holding a quarter earlier at 16.62%, was trimmed to 13.8%, now 3rd. The next largest holding now is AMZN at 16.13%.
Where does BABA sit in the Dennis Hong portfolio?
BABA is the largest of 11 stock positions in the Dennis Hong portfolio at 16.92%, above the fund's average stock position of 9%. The BABA addition was the 6th 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 BABA?
Dennis Hong first reported BABA in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 23%. Every reported trade is on the Dennis Hong BABA trade history page.
Did other funds buy or sell BABA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 7 hold BABA. Of those, one opened it this quarter. The largest buyer of BABA this quarter was Duan Yongping. The largest sellers were David Tepper, Sarah Ketterer and Richard Pzena. Every tracked holder of BABA is on the BABA ownership page.
FAQ
What is the largest holding in the Dennis Hong portfolio?
BABA is the largest holding in the Dennis Hong portfolio as of 2026 Q2, at 16.92% of the reported value.
What was the largest holding of Dennis Hong a quarter earlier?
OKTA, at 16.62% of the book. OKTA, the largest holding a quarter earlier at 16.62%, was trimmed to 13.8%, now 3rd.
How did BABA become the largest holding of Dennis Hong?
BABA ranked 3rd a quarter earlier, at 13.61% of the book. Dennis Hong added 41% to the BABA share count in 2026 Q2. OKTA, the largest holding a quarter earlier at 16.62%, was trimmed to 13.8%, now 3rd.
How many BABA shares does Dennis Hong hold?
Dennis Hong holds 409K shares of BABA, worth about $39.3M at June 30, 2026 prices.