ShawSpring Partners, LLC activity
Every position Dennis Hong opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
2
Add
4
Reduce
5
Exit
3
14 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CR | New | 0% to 7.8% | $18M | Q1→Q2 |
| MSFT | New | 0% to 7.3% | $17M | Q1→Q2 |
| INTU | Exit | 6.6% to 0% | $18M | Q1→Q2 |
| CSGP | Exit | 5.1% to 0% | $14M | Q1→Q2 |
| PCOR | Exit | 4.6% to 0% | $12M | Q1→Q2 |
| BABA | Add | 13.6% to 16.9% | +41.0% sh | Q1→Q2 |
| GDS | Add | 3.3% to 4.9% | +71.4% sh | Q1→Q2 |
| CEG | Add | 2.4% to 3.0% | +22.8% sh | Q1→Q2 |
| CPNG | Add | 6.4% to 6.9% | +1.5% sh | Q1→Q2 |
| BRZE | Reduce | 9.8% to 6.0% | −42.3% sh | Q1→Q2 |
| OKTA | Reduce | 16.6% to 13.8% | −58.5% sh | Q1→Q2 |
| AMZN | Reduce | 14.5% to 16.1% | −15.8% sh | Q1→Q2 |
| FWONK | Reduce | 6.5% to 7.0% | −15.8% sh | Q1→Q2 |
| ZS | Reduce | 10.5% to 10.2% | −16.5% sh | Q1→Q2 |