Dennis Hong's Top Holdings Show Mixed Quarterly Changes
Dennis Hong's portfolio, valued at approximately $268 million as of March 31, 2026, shows significant shifts in holdings like ZS and BABA, alongside decreases in positions such as CSGP and BRZE.
As of March 31, 2026, Dennis Hong's portfolio at ShawSpring Partners is valued at approximately $268 million. The analysis of top holdings reveals notable changes in share quantities across various sectors.
Among the significant movements, ZS (Zscaler, Inc.) stands out with a substantial increase of 100% in shares held during the quarter, indicating a major new investment or position build-up. Conversely, BABA (Alibaba Group Holding Ltd.) experienced a significant reduction, with a 23.24% decrease in shares, representing a substantial divestment from the position.
Other notable changes include a decrease in CSGP (Costar Group, Inc.) shares by 64.59%, and a reduction in BRZE (Braze, Inc.) shares by 24.5%. On the positive side, AMZN (Amazon.com, Inc.) saw an increase of 57.47% in shares, while OKTA (Okta, Inc.) and INTU (Intuit, Inc.) also reported share growth, albeit with declines in their respective previous periods.
For a complete view of Dennis Hong's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/dennis-hong-shawspring-partners. Detailed information on each stock holding, including company profiles, can be found at https://www.insiderset.com/investors/stocks/.