Dennis Hong, ShawSpring Partners
Portfolio USD 232,082,000 across 11 positions as of 2026 Q2; history from 2019 Q1. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- BABA Alibaba Group Holdings: 17% of portfolio, USD 39,271,000, add +40.96%
- AMZN Amazon.com Inc.: 16% of portfolio, USD 37,424,000, reduce -15.81%
- OKTA Okta Inc.: 14% of portfolio, USD 32,031,000, reduce -58.46%
- ZS Zscaler Inc.: 10% of portfolio, USD 23,615,000, reduce -16.52%
- CR Crane Co: 7.8% of portfolio, USD 18,151,000, new
- MSFT Microsoft Corp.: 7.3% of portfolio, USD 16,971,000, new
- FWONK Liberty Media Corp Formula One Series C: 7.0% of portfolio, USD 16,250,000, reduce -15.83%
- CPNG Coupang Inc.: 6.9% of portfolio, USD 15,982,000, add +1.52%
- BRZE Braze Inc A: 6.0% of portfolio, USD 13,907,000, reduce -42.34%
- GDS GDS Holdings Ltd: 4.9% of portfolio, USD 11,414,000, add +71.37%
- CEG Constellation Energy Corp.: 3.0% of portfolio, USD 7,066,000, add +22.81%
Portfolio value, all published quarters
- 2019 Q1: USD 158,982,834
- 2019 Q2: USD 170,689,432
- 2019 Q3: USD 153,117,904
- 2019 Q4: USD 249,554,088
- 2020 Q1: USD 282,691,556
- 2020 Q2: USD 446,420,092
- 2020 Q3: USD 492,074,616
- 2020 Q4: USD 708,475,116
- 2021 Q1: USD 802,139,347
- 2021 Q2: USD 1,052,583,927
- 2021 Q3: USD 958,433,249
- 2021 Q4: USD 810,919,793
- 2022 Q1: USD 726,906,177
- 2022 Q2: USD 564,685,888
- 2022 Q3: USD 720,549,087
- 2022 Q4: USD 629,555,109
- 2023 Q1: USD 759,064,789
- 2023 Q2: USD 734,040,802
- 2023 Q3: USD 597,391,754
- 2023 Q4: USD 609,222,064
- 2024 Q1: USD 778,595,438
- 2024 Q2: USD 693,194,221
- 2024 Q3: USD 791,671,307
- 2024 Q4: USD 754,993,355
- 2025 Q1: USD 727,809,956
- 2025 Q2: USD 792,377,988
- 2025 Q3: USD 672,534,350
- 2025 Q4: USD 531,055,474
- 2026 Q1: USD 267,607,940
- 2026 Q2: USD 232,082,000