What Dennis Hong bought and sold in Q2 2026
In Q2 2026, Dennis Hong (ShawSpring Partners) opened 2 new positions — including CR (7.8%), MSFT (7.3%), added to 3, trimmed 2, exited 3 (INTU, CSGP, PCOR). The book stood at $232M across 11 positions, filed Aug 14, 2026.
2New3Added2Trimmed3Exited
Decision recordShawSpring Partners increased BABA by 41%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →New positions (2)
Added to (3)
Trimmed (2)
Exited (3)
Dennis Hong's other filings
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.