Manager activity
ShawSpring Partners, LLC
Dennis Hong
New
2
Add
4
Reduce
5
Exit
3
14 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| CR | New | +7.82 pp | opened 7.8% | Q1→Q2 |
| MSFT | New | +7.31 pp | opened 7.3% | Q1→Q2 |
| INTU | Exit | −6.61 pp | was 6.6% | Q1→Q2 |
| CSGP | Exit | −5.11 pp | was 5.1% | Q1→Q2 |
| PCOR | Exit | −4.62 pp | was 4.6% | Q1→Q2 |
| BABA | Add | +3.31 pp | +41.0% sh | Q1→Q2 |
| GDS | Add | +1.58 pp | +71.4% sh | Q1→Q2 |
| CEG | Add | +0.63 pp | +22.8% sh | Q1→Q2 |
| CPNG | Add | +0.49 pp | +1.5% sh | Q1→Q2 |
| BRZE | Reduce | −3.82 pp | −42.3% sh | Q1→Q2 |
| OKTA | Reduce | −2.82 pp | −58.5% sh | Q1→Q2 |
| AMZN | Reduce | +1.61 pp | −15.8% sh | Q1→Q2 |
| FWONK | Reduce | +0.55 pp | −15.8% sh | Q1→Q2 |
| ZS | Reduce | −0.33 pp | −16.5% sh | Q1→Q2 |