Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 15 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1, bought 4 totally new, decreased the number of shares of 7 and completely sold out 3 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 5 securities: (ZS) ZSCALER INC (new buy), (CPNG) COUPANG INC (new buy), (AMZN) AMAZONCOM INC (added shares +57.47%), (GDS) GDS HOLDINGS LTD - ADR (new buy) and (CEG) CONSTELLATION ENERGY (new buy).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (OKTA) OKTA INC (16.62%), (AMZN) AMAZONCOM INC (14.51%), (BABA) ALIBABA GROUP HOLDING-SP ADR (13.61%), (ZS) ZSCALER INC (10.51%) and (BRZE) BRAZE INC-A (9.81%).

In the latest report(s) the following changes have been made to the top investments: (OKTA) OKTA INC (reduced shares -36.04%), (AMZN) AMAZONCOM INC (added shares +57.47%), (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -23.24%), (ZS) ZSCALER INC (new buy) and (BRZE) BRAZE INC-A (reduced shares -24.5%).

2024 Q1 (8 results)
FOUR
buy
+1,596,421
+13.55%
$66.07
42.36% $38.08
13.55%
MNDY
buy
+435,896
+12.64%
$225.87
62.04% $85.74
12.64%
BLND
+5.75%
+230,092
+0.10%
$3.25
50.15% $1.62
1.77%
HLT
-2.98%
-17,513
-0.48%
$213.31
-
15.63%
INTU
-11.12%
-16,408
-1.37%
$650.00
54.34% $296.76
10.95%
IAC
-13.93%
-499,739
-3.42%
$53.34
-
21.15%
CPNG
-21.79%
-1,375,159
-3.14%
$17.79
14.84% $15.15
11.28%
SE
-30.13%
-815,007
-5.62%
$53.71
-
13.04%
2023 Q4 (6 results)
SE
+4.83%
+124,732
+0.83%
$40.50
-
17.99%
IAC
-2.50%
-91,992
-0.79%
$52.38
-
30.84%
HLT
-2.78%
-16,844
-0.50%
$182.09
-
17.58%
INTU
-2.91%
-4,426
-0.45%
$625.03
52.52% $296.76
15.14%
CPNG
-13.16%
-956,439
-2.54%
$16.19
6.42% $15.15
16.77%
BLND
-15.26%
-720,385
-0.30%
$2.55
36.47% $1.62
1.67%
2023 Q3 (6 results)
SE
+40.38%
+742,293
+5.46%
$43.95
-
18.99%
IAC
-12.02%
-502,802
-4.24%
$50.39
-
31.03%
HLT
-15.71%
-112,755
-2.83%
$150.18
-
15.21%
INTU
-17.74%
-32,783
-2.80%
$510.94
41.92% $296.76
13.00%
CPNG
-23.33%
-2,211,072
-6.29%
$17.00
10.88% $15.15
20.68%
BLND
-58.00%
-6,520,188
-1.50%
$1.37
18.25% $1.62
1.08%
2023 Q2 (7 results)
BLND
+8.23%
+855,281
+0.11%
$0.95
71.03% $1.62
1.45%
HLT
+8.15%
+54,108
+1.07%
$145.55
-
14.23%
CPNG
+5.43%
+488,455
+1.16%
$17.40
12.93% $15.15
22.47%
SE
-0.26%
-4,779
-0.04%
$58.04
-
14.54%
IAC
-2.07%
-88,396
-0.76%
$62.80
-
35.78%
INTU
-11.33%
-23,607
-1.47%
$458.19
35.23% $296.76
11.53%
SNOW
-100.00%
-249,626
-5.25%
$154.29
54.42% $238.26
0.00%
2023 Q1 (7 results)
CPNG
+42.06%
+2,661,976
+5.61%
$16.00
5.31% $15.15
18.95%
INTU
+6.66%
+13,012
+0.76%
$445.83
33.44% $296.76
12.24%
HLT
+6.59%
+41,033
+0.76%
$140.87
-
12.32%
IAC
+5.90%
+238,046
+1.62%
$51.60
-
29.03%
BLND
+4.61%
+457,899
+0.06%
$1.00
62.62% $1.62
1.36%
SNOW
-22.50%
-72,456
-1.47%
$154.29
54.42% $238.26
0.00%
SE
-32.56%
-889,977
-10.15%
$86.55
-
21.02%
2022 Q4 (7 results)
SNOW
+17.22%
+47,323
+1.08%
$143.54
65.99% $238.26
7.34%
IAC
+15.16%
+530,676
+3.74%
$44.40
-
28.43%
SE
+13.32%
+321,247
+2.65%
$52.03
-
22.59%
BLND
+5.99%
+561,487
+0.13%
$1.44
12.50% $1.62
2.27%
CPNG
+2.31%
+142,800
+0.33%
$14.71
2.99% $15.15
14.79%
INTU
-5.76%
-11,938
-0.74%
$389.22
23.76% $296.76
12.08%
HLT
-46.58%
-542,942
-10.90%
$126.36
-
12.50%
2022 Q3 (7 results)
INTU
buy
+207,319
+11.15%
$387.32
23.38% $296.76
11.15%
HLT
+114.34%
+621,797
+10.41%
$120.62
-
19.51%
SE
+23.83%
+464,186
+3.61%
$56.05
-
18.76%
IAC
+14.09%
+432,444
+3.32%
$55.38
-
26.91%
SNOW
+9.90%
+24,759
+0.58%
$169.96
40.19% $238.26
6.48%
BLND
+9.76%
+832,642
+0.26%
$2.21
26.70% $1.62
2.87%
CPNG
-8.24%
-555,592
-1.29%
$16.67
9.12% $15.15
14.31%
48 of 218

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.