← All Managers
Dennis Hong
ShawSpring Partners
Value-oriented investor
$232.1M
Portfolio Value
11
Holdings
Q2 '26
Period
2026-08-14
Filed
📉
⚠️ ApproximationSimulated 13F Return
Total Return
+0.32%
Q1 '25 → Q4 '25
Annualized
+0.43%/yr
S&P: +26.24%/yr
Alpha (vs S&P)
-18.86%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
BABAINCREASED
16.9% of portfolio
+41% shares+3.3pp
AMZNREDUCED
16.1% of portfolio
-16% shares+1.6pp
OKTAREDUCED
13.8% of portfolio
-58% shares-2.8pp
ZSREDUCED
10.2% of portfolio
-17% shares-0.3pp
CRNEW
7.8% of portfolio
New position
MSFTNEW
7.3% of portfolio
New position
FWONKREDUCED
7.0% of portfolio
-16% shares+0.6pp
CPNGINCREASED
6.9% of portfolio
+2% shares+0.5pp
BRZEINCREASED
6.0% of portfolio
-42% shares-3.8pp
GDHLFINCREASED
4.9% of portfolio
+71% shares+1.6pp
CEGINCREASED
3.0% of portfolio
+23% shares+0.6pp
INTUSOLD
was 6.6%
Sold out position
Filing price: $432.38
CSGPSOLD
was 5.1%
Sold out position
Filing price: $40.34
PCORSOLD
was 4.6%
Sold out position
Filing price: $57.00
Sold Out (3)
📊 Sector Breakdown
Portfolio allocation by sector
Technology 64.3%Unknown 35.7%
💼 Holdings
🔍
11 of 11 positions · $232.1M
This quarter: 2 new positions, increased 5, reduced 4, sold 3. Balanced activity.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 16.9% | Add 40.96% | 409153 | $95.98 | $39.3M | — | — | — | — | 📄 | |
| 2 | AMZNAMAZON COM INC | 16.1% | Reduce 15.81% | 157020 | $238.34 | $37.4M | — | — | — | — | 📄 | |
| 3 | OKTAOKTA INC | 13.8% | Reduce 58.46% | 234744 | $136.45 | $32.0M | — | — | — | — | 📄 | |
| 4 | ZSZSCALER INC | 10.2% | Reduce 16.52% | 167305 | $141.15 | $23.6M | — | — | — | — | 📄 | |
| 5 | CRCRANE COMPANY | 7.8% | Buy | 81370 | $223.07 | $18.2M | — | — | — | — | 📄 | |
| 6 | MSFTMICROSOFT CORP | 7.3% | Buy | 45495 | $373.02 | $17.0M | — | — | — | — | 📄 | |
| 7 | FWONKLIBERTY MEDIA CORP DEL | 7.0% | Reduce 15.83% | 170806 | $95.14 | $16.3M | — | — | — | — | 📄 | |
| 8 | CPNGCOUPANG INC | 6.9% | Add 1.52% | 920068 | $17.37 | $16.0M | — | — | — | — | 📄 | |
| 9 | BRZEBRAZE INC | 6.0% | Add 42.34% | 641194 | $21.69 | $13.9M | — | — | — | — | 📄 | |
| 10 | GDHLFGDS HLDGS LTD | 4.9% | Add 71.37% | 380078 | $30.03 | $11.4M | — | — | — | — | 📄 | |
| 11 | CEGCONSTELLATION ENERGY CORP | 3.0% | Add 22.81% | 28451 | $248.37 | $7.1M | — | — | — | — | 📄 |