Dennis Hong - ShawSpring Partners Portfolio Stock Holdings
ShawSpring Partners disclosed 12 stock positions valued at approximately $267.6 million in its latest SEC 13F filing. The largest holdings include OKTA INC, AMAZON COM INC, and ALIBABA GROUP HLDG LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $267.6M
Holdings by Sector
ShawSpring Partners Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| OKTA INC | OKTA | Technology | 16.62% | 565,036 | -318,405 | -36.04% | $44,473,984 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 14.51% | 186,499 | +68,061 | +57.47% | $38,842,147 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 13.61% | 290,261 | -87,894 | -23.24% | $36,416,145 |
| ZSCALER INC | ZS | Technology | 10.51% | 200,416 | +200,416 | +100.00% | $28,116,361 |
| BRAZE INC | BRZE | Technology | 9.81% | 1,112,099 | -360,906 | -24.50% | $26,256,657 |
| INTUIT | INTU | Technology | 6.61% | 40,939 | -9,782 | -19.29% | $17,701,205 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 6.45% | 202,928 | -168,901 | -45.42% | $17,252,939 |
| COUPANG INC | CPNG | Consumer Cyclical | 6.39% | 906,291 | -2,057,055 | -69.42% | $17,110,774 |
| COSTAR GROUP INC | CSGP | Real Estate | 5.11% | 339,081 | -618,476 | -64.59% | $13,678,528 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 4.62% | 216,756 | -464,780 | -68.20% | $12,355,092 |
| GDS HLDGS LTD | GDS | Technology | 3.34% | 221,782 | +221,782 | +100.00% | $8,935,597 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.42% | 23,167 | +23,167 | +100.00% | $6,469,385 |