Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 14, 2026, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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:
Increases - Amazon.com, Inc.
Reductions - Alibaba Group Holding Limited, Braze, Inc., CoStar Group, Inc., Liberty Media Corporation - Ser, Intuit Inc., and 2 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Buy |
+68,061
|
|
Q1 2026
|
BABA
Alibaba Group Holding Limited
|
Sell |
-87,894
|
|
Q1 2026
|
BLND
Blend Labs, Inc.
|
Sell - Position Exit |
-9,024,099
|
|
Q1 2026
|
BRZE
Braze, Inc.
|
Sell |
-360,906
|
|
Q1 2026
|
CEG
Constellation Energy Corporatio
|
Buy - Position Entry |
+23,167
|
|
Q1 2026
|
CPNG
Coupang, Inc.
|
Buy - Position Entry |
+906,291
|
|
Q1 2026
|
CSGP
CoStar Group, Inc.
|
Sell |
-618,476
|
|
Q1 2026
|
FOUR
Shift4 Payments, Inc.
|
Sell - Position Exit |
-1,148,861
|
|
Q1 2026
|
FWONK
Liberty Media Corporation - Ser
|
Sell |
-168,901
|
|
Q1 2026
|
GDS
GDS Holdings Limited
|
Buy - Position Entry |
+221,782
|
|
Q1 2026
|
INTU
Intuit Inc.
|
Sell |
-9,782
|
|
Q1 2026
|
MNDY
Monday.com
|
Sell - Position Exit |
-253,959
|
|
Q1 2026
|
OKTA
Okta, Inc.
|
Sell |
-318,405
|
|
Q1 2026
|
PCOR
Procore Technologies, Inc.
|
Sell |
-464,780
|
|
Q1 2026
|
ZS
Zscaler, Inc.
|
Buy - Position Entry |
+200,416
|