As of Q1 2026, this manager reported 12 long-equity positions worth $267.61M in aggregate.
As of Q1 2026, Dennis Hong's ShawSpring Partners held 12 long-equity positions with a reported value of $267.61M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| PCOR | PROCORE TECHNOLOGIES INC | Reduce -68.2% | 4.62% | 216,756 | $12.36M | $57.00 | $46.08 - $75.22(37%)$70.04 -> $57.00 |
| CSGP | COSTAR GROUP INC | Reduce -64.6% | 5.11% | 339,081 | $13.68M | $40.34 | $39.18 - $70.57(4%)$65.69 -> $40.34 |
| AMZN | AMAZON COM INC | Add +57.5% | 14.51% | 186,499 | $38.84M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -45.4% | 6.45% | 202,928 | $17.25M | $85.02 | $80.15 - $99.24(26%)$98.04 -> $85.02 |
| OKTA | OKTA INC | Reduce -36.0% | 16.62% | 565,036 | $44.47M | $78.71 | $68.77 - $97.45(35%)$83.64 -> $78.71 |
| BRZE | BRAZE INC | Reduce -24.5% | 9.81% | 1,112,099 | $26.26M | $23.61 | $15.26 - $34.53(43%)$32.55 -> $23.61 |
| BABA | ALIBABA GROUP HLDG LTD | Reduce -23.2% | 13.61% | 290,261 | $36.42M | $125.46 | $121.16 - $181.10(7%)$155.74 -> $125.46 |
| INTU | INTUIT | Reduce -19.3% | 6.61% | 40,939 | $17.7M | $432.38 | $349.00 - $661.99(27%)$629.46 -> $432.38 |
| ZS | ZSCALER INC | New | 10.51% | 200,416 | $28.12M | $140.29 | $128.00 - $231.48(12%)$220.57 -> $140.29 |
| CPNG | COUPANG INC | New | 6.39% | 906,291 | $17.11M | $18.88 | $16.74 - $23.70(31%)$23.37 -> $18.88 |
| GDS | GDS HLDGS LTD | New | 3.34% | 221,782 | $8.94M | $40.29 | $36.32 - $48.61(32%)$38.34 -> $40.29 |
| CEG | CONSTELLATION ENERGY CORP | New | 2.42% | 23,167 | $6.47M | $279.25 | $243.30 - $378.50(27%)$366.25 -> $279.25 |
| BLND | BLEND LABS INC | Sold | — | 0 | $0 | — | - |
| MNDY | MONDAY COM LTD | Sold | — | 0 | $0 | — | - |
| FOUR | SHIFT4 PMTS INC | Sold | — | 0 | $0 | — | - |