Dennis Hong's ShawSpring Partners reported 45.5K shares of Microsoft Corp (MSFT) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $17M, or 7.31% of the reported portfolio. MSFT enters the book as the 6th largest of 11 stock positions.
What did the 2026 Q2 filing report for MSFT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 45.5K |
| Reported value | $17M |
| Portfolio weight | 7.31% |
| Rank in portfolio | 6th of 11 |
How big is the new MSFT position?
Dennis Hong opened 2 stock positions in 2026 Q2; MSFT is the 2nd largest of them by weight. An average stock position in the Dennis Hong portfolio is 9% of the reported value, so the new name starts at about the fund's typical size.
Where does MSFT sit in the Dennis Hong portfolio?
MSFT ranks 6th of 11 stock positions in the Dennis Hong portfolio at 7.31%, about the fund's average stock position of 9%. The MSFT purchase was the 3rd largest of the quarter's 14 position changes by percent change to portfolio. 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.
Has Dennis Hong held MSFT before?
Dennis Hong has not reported MSFT before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell MSFT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 36 hold MSFT. Of those, 2 opened it this quarter. Another 4 sold out of it. The largest buyers of MSFT this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Eagle Capital Management, Polen Capital Management and Chris Hohn. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
How many MSFT shares does Dennis Hong hold?
Dennis Hong holds 45.5K shares of MSFT as of June 30, 2026, worth about $17M.
What is MSFT's weight in the Dennis Hong portfolio?
MSFT is 7.31% of the Dennis Hong portfolio and ranks 6th of 11 stocks by weight.
Has Dennis Hong owned MSFT before?
No. Dennis Hong has not reported MSFT before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold MSFT?
36 other tracked funds that had filed for 2026 Q2 hold MSFT. 2 of them opened it this quarter.