One name, Alibaba Group Holding Ltd (BABA), is 16.92% of what Dennis Hong's ShawSpring Partners reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 409K shares worth about $39.3M, the largest of 11 stock positions. Dennis Hong added 41% to the share count in 2026 Q2.
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 |
| Next largest holding | AMZN at 16.13% |
| Top three holdings | 46.85% of the book |
| Change this quarter | +41% shares |
How concentrated is Dennis Hong in BABA?
BABA at 16.92% is 1.9 times the average stock position in the Dennis Hong portfolio, which is 9%. The next largest holding is AMZN at 16.13%. The three largest stocks together are 46.85% of the reported book. A quarter earlier BABA was 13.61% of the book.
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 share of the Dennis Hong portfolio is BABA?
BABA is 16.92% of the Dennis Hong portfolio as of 2026 Q2, the largest of 11 stock positions.
What is the BABA stake of Dennis Hong worth?
Dennis Hong holds 409K shares of BABA, worth about $39.3M at June 30, 2026 prices, 16.92% 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 BABA position in 2026 Q2?
Dennis Hong added 41% to the share count in 2026 Q2.