Dennis Hong

Net selling

ShawSpring Partners LLC — managed by Dennis Hong; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$232.1M (−13%)

Holdings11 (−1)

Top holdingAlibaba Group Hldg Ltd

Below band0

New

Added

Exited

By what price implies: 3 demand a demanding growth rate, 0 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Alibaba Group Hldg LtdBABA	$39.3M	—	10	409,153	16.9%	Big new
Amazon Com IncAMZN	$37.4M	—	39	157,020	16.1%	—
Okta IncOKTA	$32.0M	—	1	234,744	13.8%	—
Zscaler IncZS	$23.6M	—	2	167,305	10.2%	—
Crane CompanyCR	$18.2M	—	3	81,370	7.8%	Big new
Microsoft CorpMSFT	$17.0M	—	43	45,495	7.3%	Big new
Liberty Media CorpFWONK	$16.3M	—	4	170,806	7.0%	—
Coupang IncCPNG	$16.0M	—	11	920,068	6.9%	Big new
Braze IncBRZE	$13.9M	—	1	641,194	6.0%	—
Gds Hldgs LtdGDS	$11.4M	—	2	380,078	4.9%	Big new
Constellation Energy CorpCEG	$7.1M	—	2	28,451	3.0%	Big new

Alibaba Group Hldg LtdBABABig new
Value$39.3MValuation—Holders10Weight16.9%
Amazon Com IncAMZN—
Value$37.4MValuation—Holders39Weight16.1%
Okta IncOKTA—
Value$32.0MValuation—Holders1Weight13.8%
Zscaler IncZS—
Value$23.6MValuation—Holders2Weight10.2%
Crane CompanyCRBig new
Value$18.2MValuation—Holders3Weight7.8%
Microsoft CorpMSFTBig new
Value$17.0MValuation—Holders43Weight7.3%
Liberty Media CorpFWONK—
Value$16.3MValuation—Holders4Weight7.0%
Coupang IncCPNGBig new
Value$16.0MValuation—Holders11Weight6.9%
Braze IncBRZE—
Value$13.9MValuation—Holders1Weight6.0%
Gds Hldgs LtdGDSBig new
Value$11.4MValuation—Holders2Weight4.9%
Constellation Energy CorpCEGBig new
Value$7.1MValuation—Holders2Weight3.0%

Exited this quarter (3)Intuit、Costar Group Inc、Procore Technologies Inc

What is a superinvestor

About this investor

Portfolio overview

ShawSpring Partners LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 11 positions worth $232.1M. The top 5 holdings represent 65% of that value, a concentrated portfolio.

The single largest position is Alibaba Group Hldg Ltd at 16.9% of the portfolio, followed by Amazon Com Inc at 16.1% and Okta Inc at 13.8%.

Against the prior quarter, Dennis Hong opened 2 new positions, exited 3, added to 4, and trimmed 5. The largest new buy was Crane Company. The most notable sale was the full exit from Costar Group Inc.

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.

Dennis Hong has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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