Dennis Hong Portfolio: ShawSpring Partners 13F Holdings (Q2 2026)
Checked against SEC EDGAR
ShawSpring Partners reported 11 stock positions worth $232.1M as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 97% of the reported portfolio. Changes are compared with Q1 2026: 2 new, 4 added, 5 reduced, 3 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 16.92% | $39.3M | 409,153 | Added 41% |
| AMZN | AMAZON COM INC | 16.12% | $37.4M | 157,020 | Reduced 16% |
| OKTA | OKTA INC | 13.80% | $32.0M | 234,744 | Reduced 58% |
| ZS | ZSCALER INC | 10.18% | $23.6M | 167,305 | Reduced 16% |
| CR | CRANE COMPANY | 7.82% | $18.2M | 81,370 | New position |
| MSFT | MICROSOFT CORP | 7.31% | $17.0M | 45,495 | New position |
| FWONK | LIBERTY MEDIA CORP DEL | 7.00% | $16.3M | 170,806 | Reduced 16% |
| CPNG | COUPANG INC | 6.89% | $16.0M | 920,068 | Added 2% |
| BRZE | BRAZE INC | 5.99% | $13.9M | 641,194 | Reduced 42% |
| GDS | GDS HLDGS LTD | 4.92% | $11.4M | 380,078 | Added 71% |
| CEG | CONSTELLATION ENERGY CORP | 3.04% | $7.1M | 28,451 | Added 23% |
Sold out
Geopolitical news on Dennis Hong’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data AMZN, MSFT
- How China’s Yangtze River Delta is helping keep Beijing’s GDP target on track BABA
- The real way to tell if Amazon’s AI spending is paying off AMZN, MSFT
- UBS sees buying opportunity in China AI tech stocks after selloff AMZN, MSFT
- NJ holiday shoppers in 2026 will cut back or take on debt, experts say AMZN
- Professor shares insights on ND and the church’s role in conversations of AI and dignity AMZN, MSFT
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. AMZN, MSFT
- The AI Fed Votes to Hold Interest Rates Steady MSFT
- AI stocks rally as SK Hynix jumps 11%, Micron and Sandisk gain 4% AMZN, MSFT
- Enhancing pipeline integrity management with artificial intelligence and integrated technologies AMZN, MSFT
Source: SEC EDGAR filing 0001172661-26-003620 (CIK 1766908). Values are as reported in the filing.