Dennis Hong
Portfolio value$232.1M
Positions11
QuarterQ2 2026ended 2026-06-30
Filed08/142026
ShawSpring Partners LLC's Q2 2026 13F, filed Aug 14, 2026, reports 11 positions worth $232.1M. The ten largest are 97.0% of the book, led by Alibaba Group Hldg Ltd at 16.9%, Amazon at 16.1% and Okta Inc at 13.8%. Against Q1 2026: 2 bought, 4 added to, 5 reduced, 3 sold; the largest moves were reduced Okta Inc (−58%) and bought Crane Company.
Where the money is
BABAAMZNOKTAZSCRMSFTFWONKCPNGBRZEGDS
Holdings
| Ticker | Issuer | Weight | Value | Q-end → now | Price vs model | Change |
|---|---|---|---|---|---|---|
| BABA | Alibaba Group Hldg LTD | 16.9% | $39.3M409,153 sh | 95.98 | — | added +41% |
| AMZN | Amazon Com INC | 16.1% | $37.4M157,020 sh | 238.34 → +5% | 182% overvalued | reduced −16% |
| OKTA | Okta INC | 13.8% | $32.0M234,744 sh | 136.45 | — | reduced −58% |
| ZS | Zscaler INC | 10.2% | $23.6M167,305 sh | 141.15 | — | reduced −17% |
| CR | Crane Company | 7.8% | $18.2M81,370 sh | 223.07 | — | bought |
| MSFT | Microsoft Corp | 7.3% | $17.0M45,495 sh | 373.02 → +42% | 10% overvalued | bought |
| FWONK | Liberty Media Corp Del | 7.0% | $16.3M170,806 sh | 95.14 | — | reduced −16% |
| CPNG | Coupang INC | 6.9% | $16.0M920,068 sh | 17.37 | — | added +2% |
| BRZE | Braze INC | 6.0% | $13.9M641,194 sh | 21.69 | — | reduced −42% |
| GDS | Gds Hldgs LTD | 4.9% | $11.4M380,078 sh | 30.03 | — | added +71% |
| CEG | Constellation Energy Corp | 3.0% | $7.1M28,451 sh | 248.37 → +9% | 53% overvalued | added +23% |
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.