Dennis Hong
Net sellingShawSpring Partners LLC — managed by Dennis Hong; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
ShawSpring Partners LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 12 positions worth $267.6M. The top 5 holdings represent 65% of that value, a concentrated portfolio.
The single largest position is Okta Inc at 16.6% of the portfolio, followed by Amazon Com Inc at 14.5% and Alibaba Group Hldg Ltd at 13.6%.
Against the prior quarter, Dennis Hong opened 4 new positions, exited 3, added to 1, and trimmed 7. The largest new buy was Zscaler Inc. The most notable sale was the full exit from Blend Labs Inc.
Across all 8 quarters on file, Intuit has appeared in every filing, as has Procore Technologies Inc. Intuit currently ranks sixth by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$44.5MWeight (prev→now)14.4% → 16.6% ▼
- Value$38.8MWeight (prev→now)5.1% → 14.5% ▲
- Value$36.4MWeight (prev→now)10.4% → 13.6% ▼
- Value$28.1MWeight (prev→now)New · 10.5%
- Value$26.3MWeight (prev→now)9.5% → 9.8% ▼
- Value$17.7MWeight (prev→now)6.3% → 6.6% ▼
- Value$17.3MWeight (prev→now)6.9% → 6.4% ▼
- Value$17.1MWeight (prev→now)New · 6.4%
- Value$13.7MWeight (prev→now)12.1% → 5.1% ▼
- Value$12.4MWeight (prev→now)9.3% → 4.6% ▼
- Value$8.9MWeight (prev→now)New · 3.3%
- Value$6.5MWeight (prev→now)New · 2.4%
Sources· SEC EDGAR 13F as of 2026-05-14
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