Dennis Hong's ShawSpring Partners sold its entire Intuit Inc (INTU) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 40.9K shares worth about $17.7M, 6.61% of the portfolio; the 2026 Q2 filing lists none. INTU had been in the portfolio for about 4 years, since the quarter ended September 30, 2022.
What did the 2026 Q2 filing report for INTU?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 40.9K | 0 |
| Reported value | $17.7M | $0 |
| Portfolio weight | 6.61% | 0% |
| Held since | 2022 Q3 | sold out in 2026 Q2 |
| Quarters held | 15 |
What did Dennis Hong sell?
Dennis Hong sold 40.9K shares of INTU between the quarter ended March 31, 2026 and June 30, 2026. The INTU exit was the 4th largest of the quarter's 14 position changes by percent change to portfolio.
Where does INTU sit in the Dennis Hong portfolio?
Before the sale, INTU carried 6.61% 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 INTU?
Dennis Hong held INTU for about 4 years, from the quarter ended September 30, 2022 to March 31, 2026. The weight peaked at 15.14% in 2023 Q4. Last quarter the fund had already cut the position by 19%, so the exit finishes a two-quarter unwind. Every reported trade is on the Dennis Hong INTU trade history page.
Did other funds buy or sell INTU in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 still hold INTU. Another 2 sold out of it this quarter as well. The largest buyers of INTU this quarter were Eagle Capital Management and Donald Yacktman. The largest sellers were Lindsell Train, Eric H. Schoenstein and Fred Martin. Every tracked holder of INTU is on the INTU ownership page.
FAQ
How many INTU shares did Dennis Hong sell?
Dennis Hong sold all 40.9K shares of INTU it reported a quarter earlier, worth about $17.7M.
When did Dennis Hong first buy INTU?
Dennis Hong first reported INTU in the quarter ended September 30, 2022.
How much of the Dennis Hong portfolio was INTU?
INTU was 6.61% of the Dennis Hong portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell INTU in 2026 Q2?
2 other tracked funds sold out of INTU in 2026 Q2 and 3 trimmed it; 6 still hold it.