Dennis Hong - ShawSpring Partners Portfolio Position Sizes (Q1 2026)

According to the SEC 13F filed on May 14, 2026, the ShawSpring Partners portfolio balances reported a total equity value of $267.61M across 12 publicly traded holdings as of quarter-end Mar 31, 2026.

The portfolio balances highlight OKTA INC (OKTA) as the single largest position, accounting for 16.6% of total equity value, followed by AMAZON COM INC (AMZN), ALIBABA GROUP HLDG LTD (BABA), ZSCALER INC (ZS), and others. Collectively, the top five holdings represent 65.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.