Research report
ShawSpring Partners Q1 2026 13F Holdings and Activity Report
Verified Q1 2026 13F holdings for ShawSpring Partners, covering institutional activity, data dates, SEC sources, filing limits, and methods.
ShawSpring Partners
Dennis Hong
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
11
Market Value
$232.1M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| BABA | 16.9% | 13.6% | 10.4% | - |
| AMZN | 16.1% | 14.5% | - | - |
| OKTA | 13.8% | 16.6% | 14.4% | 13.5% |
| ZS | 10.2% | 10.5% | - | - |
| CR | 7.8% | - | - | - |
| MSFT | 7.3% | - | - | - |
| FWONK | 7.0% | 6.5% | 6.9% | - |
| CPNG | 6.9% | 6.4% | - | - |
| BRZE | 6.0% | 9.8% | 9.5% | 7.8% |
| GDS | 4.9% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
BABA+36.00%
ZS+23.95%
MSFT+28.99%
AMZN+9.13%
BRZE+41.59%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
CSGP-43.65%
PCOR-14.04%
CPNG-6.39%
CR-7.43%
Sector Analysis
Others0.0%
Utilities3.0%
Technology42.2%
Industrials7.8%
Real Estate0.0%
Communication Services7.0%
Consumer Discretionary39.9%