What Dennis Hong Bought in Q2 2026
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$232.1M
Total Value
11
Holdings
2
New Buys
4
Reduced
In Q2 2026, Dennis Hong reported 11 long equity positions worth $232.1M in their ShawSpring Partners 13F filing, including 2 new positions (largest: CRANE COMPANY at $18.2M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 409153 | $39.3M | 16.92% | +41.0% |
| 2 | AMZN | AMAZON COM INC | 157020 | $37.4M | 16.13% | -15.8% |
| 3 | OKTA | OKTA INC | 234744 | $32.0M | 13.80% | -58.5% |
| 4 | ZS | ZSCALER INC | 167305 | $23.6M | 10.18% | -16.5% |
| 5 | CR | CRANE COMPANY | 81370 | $18.2M | 7.82% | NEW |
| 6 | MSFT | MICROSOFT CORP | 45495 | $17.0M | 7.31% | NEW |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | 170806 | $16.3M | 7.00% | -15.8% |
| 8 | CPNG | COUPANG INC | 920068 | $16.0M | 6.89% | +1.5% |
| 9 | BRZE | BRAZE INC | 641194 | $13.9M | 5.99% | +-42.3% |
| 10 | GDHLF | GDS HLDGS LTD | 380078 | $11.4M | 4.92% | +71.4% |
| 11 | CEG | CONSTELLATION ENERGY CORP | 28451 | $7.1M | 3.04% | +22.8% |