Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 13, 2026, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2025. 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 Q4 2025, the filing reported:
New Buys - Amazon.com, Inc., Alibaba Group Holding Limited
Increases - CoStar Group, Inc., Liberty Media Corporation - Ser
Reductions - Blend Labs, Inc., Braze, Inc., Shift4 Payments, Inc., Intuit Inc., Monday.com, and 2 more
Complete Exits - nCino, Inc., Vertex, Inc.
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 |
|---|---|---|---|
|
Q4 2025
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+118,438
|
|
Q4 2025
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+378,155
|
|
Q4 2025
|
BLND
Blend Labs, Inc.
|
Sell |
-816,506
|
|
Q4 2025
|
BRZE
Braze, Inc.
|
Sell |
-375,239
|
|
Q4 2025
|
CSGP
CoStar Group, Inc.
|
Buy |
+61,523
|
|
Q4 2025
|
FOUR
Shift4 Payments, Inc.
|
Sell |
-102,513
|
|
Q4 2025
|
FWONK
Liberty Media Corporation - Ser
|
Buy |
+154,306
|
|
Q4 2025
|
INTU
Intuit Inc.
|
Sell |
-63,648
|
|
Q4 2025
|
MNDY
Monday.com
|
Sell |
-120,262
|
|
Q4 2025
|
NCNO
nCino, Inc.
|
Sell - Position Exit |
-1,553,659
|
|
Q4 2025
|
OKTA
Okta, Inc.
|
Sell |
-107,045
|
|
Q4 2025
|
PCOR
Procore Technologies, Inc.
|
Sell |
-396,377
|
|
Q4 2025
|
VERX
Vertex, Inc.
|
Sell - Position Exit |
-1,081,446
|