Dennis Hong's portfolio
In the Q2 2026 13F, filed August 14, 2026, ShawSpring Partners reported 11 US stock positions worth $232M. The largest was Alibaba Group Holding (BABA) at 16.9% of the portfolio. New positions: Crane (CR) and Microsoft (MSFT). Added to: Alibaba Group Holding (BABA) and Coupang (CPNG). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
Trimmed
Sold out
None this quarter.
Holdings
11 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Alibaba Group HoldingBABA | 16.92% | $39M | 409,153 | Added |
| Amazon.comAMZN | 16.12% | $37M | 157,020 | Trimmed |
| OktaOKTA | 13.80% | $32M | 234,744 | Trimmed |
| ZscalerZS | 10.18% | $24M | 167,305 | Trimmed |
| CraneCR | 7.82% | $18M | 81,370 | New |
| MicrosoftMSFT | 7.31% | $17M | 45,495 | New |
| Liberty Media Corporation Series C Liberty Formula OneFWONK | 7.00% | $16M | 170,806 | Trimmed |
| CoupangCPNG | 6.89% | $16M | 920,068 | Added |
| BrazeBRZE | 5.99% | $14M | 641,194 | Trimmed |
| GDS HoldingsGDS | 4.92% | $11M | 380,078 | Added |
| Constellation EnergyCEG | 3.04% | $7M | 28,451 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Dennis Hong own?
In the Q2 2026 13F, ShawSpring Partners reported 11 US stock positions worth $232M. The largest: Alibaba Group Holding (BABA) 16.9%, Amazon.com (AMZN) 16.1%, Okta (OKTA) 13.8%, Zscaler (ZS) 10.2%, Crane (CR) 7.8%.
What did Dennis Hong buy last quarter?
In Q2 2026: new position in Crane (CR); new position in Microsoft (MSFT); added to Alibaba Group Holding (BABA); added to Coupang (CPNG); added to GDS Holdings (GDS).
What did Dennis Hong sell last quarter?
In Q2 2026: cut Amazon.com (AMZN); cut Okta (OKTA); cut Zscaler (ZS).
When is Dennis Hong's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.