Dennis Hong's Top Holdings Snapshot: Tech Focus with Strategic Shifts
Dennis Hong's $531M portfolio as of Dec 31, 2025, features heavy Technology allocations with notable changes in holdings like ALIBABA and COSTAR.
As of December 31, 2025, Dennis Hong's portfolio managed by ShawSpring Partners totals approximately $531 million, with Technology being the dominant sector allocation. His top holdings reflect a strategic focus on growth stocks, particularly in the Technology space.
Among the top holdings, OKTA (NASDAQ:OKTA) maintains its position as the largest position at 14.38% allocation, followed closely by SHIFT4 PMTS (NASDAQ:FOUR) at 13.62% and COSTAR GROUP (NASDAQ:CSGP) at 12.12%. Notably, ALIBABA GROUP HLDG (NYSE:BABA) saw a significant increase in its position during the period, with a 100% change in shares, boosting its allocation to 10.44%.
Other key holdings include BRAZE (NASDAQ:BRZE), PROCORE TECHNOLOGIES (NASDAQ:PCOR), and MONDAY COM (NASDAQ:MNDY), all representing over 7% of the portfolio. Hong also maintains positions in INTUIT (NASDAQ:INTU) and BLEND LABS (NASDAQ:BLND).
The portfolio shows active management, with several holdings experiencing substantial share changes. For instance, SHIFT4 PMTS saw a 8.19% reduction in shares, while BRAZE experienced a 20.3% decrease. Conversely, COSTAR GROUP increased its position by 6.87%, and ALIBABA by 100%. Detailed information on these holdings can be found here: Dennis Hong's Profile and here: Stock Details.