What Dennis Hong Bought in Q1 2026
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$267.6M
Total Value
12
Holdings
4
New Buys
7
Reduced
In Q1 2026, Dennis Hong reported 12 long equity positions worth $267.6M in their ShawSpring Partners 13F filing, including 4 new positions (largest: ZSCALER INC at $28.1M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | FWONK | 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 |