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

As of Mar 31, 2026, the ShawSpring Partners portfolio balances reported a total equity value of $267.61M across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 14, 2026, providing an updated snapshot of assets under management.

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.