Dennis Hong (ShawSpring Partners) portfolio: Q2 2026 13F
Every US-listed position ShawSpring Partners reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026. 11 positions at the quarter end, after opening 2 and exiting 3 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 16.92% | $39.27M | 409,153 | Added |
| AMZN | Amazon.com Inc | 16.13% | $37.42M | 157,020 | Trimmed |
| OKTA | Okta, Inc. | 13.80% | $32.03M | 234,744 | Trimmed |
| ZS | Zscaler, Inc. | 10.18% | $23.62M | 167,305 | Trimmed |
| CR | Crane Co | 7.82% | $18.15M | 81,370 | New |
| MSFT | Microsoft Corp | 7.31% | $16.97M | 45,495 | New |
| FWONK | Liberty Media Corp | 7.00% | $16.25M | 170,806 | Trimmed |
| CPNG | Coupang, Inc. | 6.89% | $15.98M | 920,068 | Added |
| BRZE | Braze, Inc. | 5.99% | $13.91M | 641,194 | Trimmed |
| GDS | GDS Holdings Ltd | 4.92% | $11.41M | 380,078 | Added |
| CEG | Constellation Energy Corp | 3.04% | $7.07M | 28,451 | Added |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Added | BABA | Alibaba Group Holding Ltd | +118,892 | $39.27M |
| Trimmed | AMZN | Amazon.com Inc | -29,479 | $37.42M |
| Trimmed | OKTA | Okta, Inc. | -330,292 | $32.03M |
| Trimmed | ZS | Zscaler, Inc. | -33,111 | $23.62M |
| New | CR | Crane Co | +81,370 | $18.15M |
| New | MSFT | Microsoft Corp | +45,495 | $16.97M |
| Trimmed | FWONK | Liberty Media Corp | -32,122 | $16.25M |
| Added | CPNG | Coupang, Inc. | +13,777 | $15.98M |
| Trimmed | BRZE | Braze, Inc. | -470,905 | $13.91M |
| Added | GDS | GDS Holdings Ltd | +158,296 | $11.41M |
| Added | CEG | Constellation Energy Corp | +5,284 | $7.07M |
| Sold | PCOR | Procore Technologies, Inc. | -216,756 | - |
| Sold | INTU | Intuit Inc. | -40,939 | - |
| Sold | CSGP | CoStar Group, Inc. | -339,081 | - |
About these holdings
The 13F on record for Dennis Hong (ShawSpring Partners LLC), filed on Aug 14, 2026, reports 11 positions as of Jun 30, 2026. The largest is Alibaba Group Holding Ltd (BABA) at 16.9% of the reported portfolio, followed by Amazon.com Inc (AMZN, 16.1%) and Okta, Inc. (OKTA, 13.8%). The ten largest make up 97.0% of it. Against the previous quarter, it opened 2 new positions, added to 4, trimmed 5 and sold out of 3. The largest new position is Crane Co (CR), at 7.8% of the portfolio. The largest position it added to is Alibaba Group Holding Ltd (BABA), now 16.9%. The largest it sold out of, by its value the quarter before, is Intuit Inc. (INTU).
Alibaba Group Holding Ltd (BABA), the largest position, is also held by 7 other investors tracked here. Of those, David Tepper, Sarah Ketterer, Dodge & Cox and Ken Griffin hold the most of it as a share of their own portfolios.
Other investors
Pat DorseyDavid AbramsJosh TarasoffChris HohnBryan LawrenceCarl IcahnGlenn WellingAlex Roepers