# Dennis Hong — ShawSpring Partners

Source: SEC EDGAR 13F filings (CIK 0001766908).
Page URL: https://superinvestorclub.com/manager/41
Last updated: 2026-07-08T11:29:50.387Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Dennis Hong reported 12 long equity positions in their ShawSpring Partners 13F filing, with a total reported value of $267.6M.

### About

Value-oriented investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | OKTA | OKTA INC | 565036 | $44.5M | 16.62% | -36.0% |
| 2 | AMZN | AMAZON COM INC | 186499 | $38.8M | 14.51% | +57.5% |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 290261 | $36.4M | 13.61% | -23.2% |
| 4 | ZS | ZSCALER INC | 200416 | $28.1M | 10.51% | NEW |
| 5 | BRZE | BRAZE INC | 1112099 | $26.3M | 9.81% | -24.5% |
| 6 | INTU | INTUIT | 40939 | $17.7M | 6.61% | -19.3% |
| 7 | FWONB | LIBERTY MEDIA CORP DEL | 202928 | $17.3M | 6.45% | -45.4% |
| 8 | CPNG | COUPANG INC | 906291 | $17.1M | 6.39% | NEW |
| 9 | CSGP | COSTAR GROUP INC | 339081 | $13.7M | 5.11% | -64.6% |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | 216756 | $12.4M | 4.62% | -68.2% |
| 11 | GDHLF | GDS HLDGS LTD | 221782 | $8.9M | 3.34% | NEW |
| 12 | CEG | CONSTELLATION ENERGY CORP | 23167 | $6.5M | 2.42% | NEW |

## New positions this quarter (4)

- ZS (ZSCALER INC): 200416 shares, $28.1M
- CPNG (COUPANG INC): 906291 shares, $17.1M
- GDHLF (GDS HLDGS LTD): 221782 shares, $8.9M
- CEG (CONSTELLATION ENERGY CORP): 23167 shares, $6.5M

## Increased positions (1)

- AMZN: 186499 shares (+57.5%), $38.8M

## Reduced positions (7)

- OKTA: 565036 shares (-36.0%), $44.5M
- BABA: 290261 shares (-23.2%), $36.4M
- BRZE: 1112099 shares (-24.5%), $26.3M
- INTU: 40939 shares (-19.3%), $17.7M
- FWONB: 202928 shares (-45.4%), $17.3M
- CSGP: 339081 shares (-64.6%), $13.7M
- PCOR: 216756 shares (-68.2%), $12.4M

## Sold positions (3)

- FOUR: previously held 1148861 shares worth $72.3M
- MNDY: previously held 253959 shares worth $37.5M
- BLND: previously held 9024099 shares worth $27.4M

## Filing history (9)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-13)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-13)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-14)

## Citation

When citing, use: "Dennis Hong, ShawSpring Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/41)".