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← Dennis Hong

Dennis Hong's 2025Q4 portfolio

Dennis Hong (ShawSpring Partners) held 8 positions as of Dec 31, 2025, with the largest position at 14.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2025 (8)

  1. 1OKTAOkta Inc
    % port
    14.4%
    +0.9pp vs prior Qnow 16.6%
  2. 2CSGPCostar Group Inc
    % port
    12.1%
    +0.9pp vs prior Qnow 5.1%
  3. 3BABAAlibaba Group Holding-sp Adr
    % port
    10.4%
    now 13.6%
  4. 4BRZEBraze Inc-a
    % port
    9.5%
    +1.7pp vs prior Qnow 9.8%
  5. 5PCORProcore Technologies Inc
    % port
    9.3%
    -2.4pp vs prior Qnow 4.6%
  6. 6FWONKLiberty Media Corp-formula-c
    % port
    6.9%
    +3.5pp vs prior Qnow 6.4%
  7. 7INTUIntuit Inc
    % port
    6.3%
    -5.3pp vs prior Qnow 6.6%
  8. 8AMZNAmazon.com Inc
    % port
    5.1%
    now 14.5%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.