Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 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
|