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← Dennis Hong

Dennis Hong's 2026Q1 portfolio

Dennis Hong (ShawSpring Partners) held 12 positions as of Mar 31, 2026, with the largest position at 16.6% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (12)

  1. 1OKTAOkta Inc
    % port
    16.6%
    +2.2pp vs prior Q
  2. 2AMZNAmazon.com Inc
    % port
    14.5%
    +9.4pp vs prior Q
  3. 3BABAAlibaba Group Holding-sp Adr
    % port
    13.6%
    +3.2pp vs prior Q
  4. 4ZSZscaler Inc
    % port
    10.5%
  5. 5BRZEBraze Inc-a
    % port
    9.8%
    +0.3pp vs prior Q
  6. 6INTUIntuit Inc
    % port
    6.6%
    +0.3pp vs prior Q
  7. 7FWONKLiberty Media Corp-formula-c
    % port
    6.4%
    -0.5pp vs prior Q
  8. 8CPNGCoupang Inc
    % port
    6.4%
  9. 9CSGPCostar Group Inc
    % port
    5.1%
    -7.0pp vs prior Q
  10. 10PCORProcore Technologies Inc
    % port
    4.6%
    -4.7pp vs prior Q
  11. 11GDSGds Holdings Ltd - Adr
    % port
    3.3%
  12. 12CEGConstellation Energy
    % port
    2.4%

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.