What Dennis Hong bought and sold in Q1 2026

In Q1 2026, Dennis Hong (ShawSpring Partners) opened 4 new positions — including ZS (10.5%), CPNG (6.4%), GDS (3.3%), added to 1, trimmed 6, exited 3 (FOUR, MNDY, BLND). The book stood at $268M across 12 positions, filed May 14, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.