Dennis Hong - ShawSpring Partners Portfolio Stock Holdings
According to the SEC 13F filed on May 14, 2026, ShawSpring Partners disclosed 12 stock positions valued at approximately $267.61M as of quarter-end March 31, 2026. The largest holdings include OKTA INC, AMAZON COM INC, and ALIBABA GROUP HLDG LTD.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $267.61M
Holdings by Sector
ShawSpring Partners Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| 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 |