ShawSpring Partners Dennis Hong

Top positions activity

Value History

Quarterly report: Q1 2026

Total portfolio value: $267.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
OKTA
Okta Inc - Class A 44.5M 16.61% 565.0K -318.4K ↓36.04%
AMZN
Amazon.com Inc. 38.8M 14.51% 186.5K +68.1K ↑57.47%
BABA
Alibaba Group Holding Ltd - ADR 36.4M 13.6% 290.3K -87.9K ↓23.24%
ZS
Zscaler Inc 28.1M 10.5% 200.4K +200.4K Newly Added
BRZE
Braze Inc - Class A 26.3M 9.81% 1.1M -360.9K ↓24.50%
INTU
Intuit Inc 17.7M 6.61% 40.9K -9.8K ↓19.29%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 17.3M 6.44% 202.9K -168.9K ↓45.42%
CPNG
Coupang Inc - Class A 17.1M 6.39% 906.3K +906.3K Newly Added
CSGP
Costar Group, Inc. 13.7M 5.11% 339.1K -618.5K ↓64.59%
PCOR
Procore Technologies Inc 12.4M 4.61% 216.8K -464.8K ↓68.20%
GDS
GDS Holdings Limited - ADR 8.9M 3.33% 221.8K +221.8K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
FOUR
Shift4 Payments Inc - Class A 72.3M 13.62% 1.1M Sold Out
MNDY
Monday.Com Ltd 37.5M 7.05% 254.0K Sold Out
BLND
Blend Labs Inc - Class A 27.4M 5.16% 9.0M Sold Out