Dennis Hong's ShawSpring Partners sold its entire CoStar Group Inc (CSGP) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 339K shares worth about $13.7M, 5.11% of the portfolio; the 2026 Q2 filing lists none. CSGP had been in the portfolio for 1.5 years, since the quarter ended December 31, 2024.
What did the 2026 Q2 filing report for CSGP?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 339K | 0 |
| Reported value | $13.7M | $0 |
| Portfolio weight | 5.11% | 0% |
| Held since | 2024 Q4 | sold out in 2026 Q2 |
| Quarters held | 6 |
What did Dennis Hong sell?
Dennis Hong sold 339K shares of CSGP between the quarter ended March 31, 2026 and June 30, 2026. The CSGP exit was the 5th largest of the quarter's 14 position changes by percent change to portfolio.
Where does CSGP sit in the Dennis Hong portfolio?
Before the sale, CSGP carried 5.11% of the Dennis Hong portfolio, below the fund's average stock position of 9%. The largest stock position is BABA at 16.92%. Next come AMZN at 16.13% and OKTA at 13.8%. The three largest stocks together are 46.85% of the book. 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 CSGP?
Dennis Hong held CSGP for 1.5 years, from the quarter ended December 31, 2024 to March 31, 2026. The weight peaked at 13.76% in 2025 Q2. Last quarter the fund had already cut the position by 65%, so the exit finishes a two-quarter unwind. Every reported trade is on the Dennis Hong CSGP trade history page.
Did other funds buy or sell CSGP in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 still hold CSGP. One other tracked fund sold out of it this quarter as well. The largest buyers of CSGP this quarter were Chuck Akre and Nathaniel Simons. The largest sellers were Polen Capital Management, Chase Coleman III and Wallace Weitz. Every tracked holder of CSGP is on the CSGP ownership page.
FAQ
How many CSGP shares did Dennis Hong sell?
Dennis Hong sold all 339K shares of CSGP it reported a quarter earlier, worth about $13.7M.
When did Dennis Hong first buy CSGP?
Dennis Hong first reported CSGP in the quarter ended December 31, 2024.
How much of the Dennis Hong portfolio was CSGP?
CSGP was 5.11% of the Dennis Hong portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell CSGP in 2026 Q2?
One other tracked fund sold out of CSGP in 2026 Q2 and 2 trimmed it; 4 still hold it.