Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Constellation Energy Corporatio, Coupang, Inc., GDS Holdings Limited, Zscaler, Inc.

Increases - Amazon.com, Inc.

Reductions - Alibaba Group Holding Limited, Braze, Inc., CoStar Group, Inc., Liberty Media Corporation - Ser, Intuit Inc., and 2 more

Complete Exits - Blend Labs, Inc., Shift4 Payments, Inc., Monday.com

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+68,061	+57.5%	$38.84M	186,499
Q1 2026	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-87,894	-23.2%	$36.42M	290,261
Q1 2026	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell - Position Exit	-9,024,099	-100.0%	$0.00	-
Q1 2026	BRZE Braze, Inc.	Braze, Inc.	Sell	-360,906	-24.5%	$26.26M	1,112,099
Q1 2026	CEG Constellation Energy Corporatio	Constellation Energy Corporatio	Buy - Position Entry	+23,167	-	$6.47M	23,167
Q1 2026	CPNG Coupang, Inc.	Coupang, Inc.	Buy - Position Entry	+906,291	-	$17.11M	906,291
Q1 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-618,476	-64.6%	$13.68M	339,081
Q1 2026	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell - Position Exit	-1,148,861	-100.0%	$0.00	-
Q1 2026	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-168,901	-45.4%	$17.25M	202,928
Q1 2026	GDS GDS Holdings Limited	GDS Holdings Limited	Buy - Position Entry	+221,782	-	$8.94M	221,782
Q1 2026	INTU Intuit Inc.	Intuit Inc.	Sell	-9,782	-19.3%	$17.70M	40,939
Q1 2026	MNDY Monday.com	Monday.com	Sell - Position Exit	-253,959	-100.0%	$0.00	-
Q1 2026	OKTA Okta, Inc.	Okta, Inc.	Sell	-318,405	-36.0%	$44.47M	565,036
Q1 2026	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Sell	-464,780	-68.2%	$12.36M	216,756
Q1 2026	ZS Zscaler, Inc.	Zscaler, Inc.	Buy - Position Entry	+200,416	-	$28.12M	200,416
Q4 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+118,438	-	$27.34M	118,438
Q4 2025	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+378,155	-	$55.43M	378,155
Q4 2025	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell	-816,506	-8.3%	$27.43M	9,024,099
Q4 2025	BRZE Braze, Inc.	Braze, Inc.	Sell	-375,239	-20.3%	$50.51M	1,473,005
Q4 2025	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+61,523	+6.9%	$64.39M	957,557
Q4 2025	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell	-102,513	-8.2%	$72.34M	1,148,861
Q4 2025	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Buy	+154,306	+70.9%	$36.63M	371,829
Q4 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-63,648	-55.7%	$33.60M	50,721
Q4 2025	MNDY Monday.com	Monday.com	Sell	-120,262	-32.1%	$37.47M	253,959
Q4 2025	NCNO nCino, Inc.	nCino, Inc.	Sell - Position Exit	-1,553,659	-100.0%	$0.00	-
Q4 2025	OKTA Okta, Inc.	Okta, Inc.	Sell	-107,045	-10.8%	$76.39M	883,441
Q4 2025	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Sell	-396,377	-36.8%	$49.57M	681,536
Q4 2025	VERX Vertex, Inc.	Vertex, Inc.	Sell - Position Exit	-1,081,446	-100.0%	$0.00	-