---
title: Dennis Hong (ShawSpring Partners LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/dennis-hong
cik: 0001766908
quarter: 2026-06-30
filed: 2026-08-14
---
# Dennis Hong — ShawSpring Partners LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 11 positions worth $232.1M. Against the quarter ended Mar 31, 2026: 2 bought, 4 added to, 0 unchanged, 5 reduced, 3 sold. The top five are 65% of the portfolio, the top ten 97%; 3 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| BABA | ALIBABA GROUP HLDG LTD | 409,153 | $39.3M | 16.9% | added (+41%) |
| AMZN | AMAZON COM INC | 157,020 | $37.4M | 16.1% | reduced (-16%) |
| OKTA | OKTA INC | 234,744 | $32.0M | 13.8% | reduced (-58%) |
| ZS | ZSCALER INC | 167,305 | $23.6M | 10.2% | reduced (-17%) |
| CR | CRANE COMPANY | 81,370 | $18.2M | 7.8% | bought |
| MSFT | MICROSOFT CORP | 45,495 | $17.0M | 7.3% | bought |
| FWONK | LIBERTY MEDIA CORP DEL | 170,806 | $16.3M | 7.0% | reduced (-16%) |
| CPNG | COUPANG INC | 920,068 | $16.0M | 6.9% | added (+2%) |
| BRZE | BRAZE INC | 641,194 | $13.9M | 6.0% | reduced (-42%) |
| GDS | GDS HLDGS LTD | 380,078 | $11.4M | 4.9% | added (+71%) |
| CEG | CONSTELLATION ENERGY CORP | 28,451 | $7.1M | 3.0% | added (+23%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| OKTA | OKTA INC | 234,744 | 565,036 | reduced (-58%) | −$45.1M | $32.0M |
| CR | CRANE COMPANY | 81,370 | 0 | bought | +$18.2M | $18.2M |
| INTU | INTUIT | 0 | 40,939 | sold | −$17.7M | $0 |
| MSFT | MICROSOFT CORP | 45,495 | 0 | bought | +$17.0M | $17.0M |
| CSGP | COSTAR GROUP INC | 0 | 339,081 | sold | −$13.7M | $0 |
| PCOR | PROCORE TECHNOLOGIES INC | 0 | 216,756 | sold | −$12.4M | $0 |
| BABA | ALIBABA GROUP HLDG LTD | 409,153 | 290,261 | added (+41%) | +$11.4M | $39.3M |

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Source: https://sweetvaluelab.com/investors/dennis-hong (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.