Featured 13F manager
ShawSpring Partners, LLC Dennis Hong
Boston, MA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $232M
- 11 Positions
- 2026 Q2
- −13.4% QoQ
- Top 5 64.8%
Portfolio
top 5 64.8% · top 10 96.9%
- BABA - Alibaba Group 16.9%
- AMZN - Amazon 16.1%
- OKTA - OKTA Inc · CL A 13.8%
- ZS - Zscaler 10.2%
- CR - Crane 7.8%
- MSFT - Microsoft 7.3%
- FWONK - Liberty Media Del 7.0%
- CPNG - Coupang · CL A 6.9%
- BRZE - Braze · CL A 6.0%
- GDS — 4.9%
- CEG - Constellation Energy 3.1%
AUM over time
Book
| FOUR - Shift4 Pmts · CL A | 13.33% | Reduce −26.5% | 969,748 | $103.78 | $101M | −350,131 | −$16M |
| PCOR - Procore Technologies | 11.88% | Reduce −16.8% | 1,197,199 | $74.93 | $90M | −240,883 | +$948K |
| MNDY - Monday | 11.81% | Add +8.0% | 378,712 | $235.44 | $89M | +28,182 | −$8M |
| NCNO - Ncino | 11.69% | Reduce −0.9% | 2,628,856 | $33.58 | $88M | −24,831 | +$4M |
| HLT - Hilton | 10.29% | Add +8.6% | 314,437 | $247.16 | $78M | +25,017 | +$11M |
| CSGP - Costar Group | 8.63% | New | 909,803 | $71.59 | $65M | +909,803 | +$65M |
| IAC - IAC Inc | 8.52% | Reduce −5.7% | 1,490,081 | $43.14 | $64M | −89,847 | −$21M |
| BRZE - Braze · CL A | 8.32% | New | 1,500,413 | $41.88 | $63M | +1,500,413 | +$63M |
| INTU - Intuit | 7.14% | Reduce −19.8% | 85,728 | $628.50 | $54M | −21,224 | −$13M |
| SE - SEA | 4.43% | Reduce −66.5% | 315,538 | $106.10 | $33M | −627,641 | −$55M |
| BLND - Blend Labs · CL A | 3.95% | Add +6.8% | 7,079,165 | $4.21 | $30M | +449,175 | +$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CPNG - Coupang · CL A | 9.19% | Exit | 0 | $24.55 | $73M | −2,963,346 | −$73M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 11 | $232M | −13.4% | 13F-HR | 8/14/2026 | 000117266126003620 |
| 2026 Q1 | 12 | $268M | −49.5% | 13F-HR | 5/14/2026 | 000117266126001956 |
| 2025 Q4 | 11 | $531M | −21.1% | 13F-HR | 2/13/2026 | 000117266126000731 |
| 2025 Q3 | 11 | $673M | −15.0% | 13F-HR | 11/13/2025 | 000117266125004775 |
| 2025 Q2 | 10 | $792M | +8.8% | 13F-HR | 8/14/2025 | 000117266125003412 |
| 2025 Q1 | 10 | $728M | −3.6% | 13F-HR | 5/15/2025 | 000117266125002068 |
| 2024 Q4 | 11 | $755M | −4.7% | 13F-HR | 2/13/2025 | 000117266125000839 |
| 2024 Q3 | 10 | $792M | +14.3% | 13F-HR | 11/13/2024 | 000117266124004670 |
| 2024 Q2 | 10 | $693M | −11.0% | 13F-HR | 8/14/2024 | 000117266124003348 |
| 2024 Q1 | 8 | $779M | +27.9% | 13F-HR | 5/14/2024 | 000117266124002282 |
| 2023 Q4 | 6 | $609M | +2.0% | 13F-HR | 2/13/2024 | 000117266124000844 |
| 2023 Q3 | 6 | $597M | −18.7% | 13F-HR | 11/13/2023 | 000117266123003776 |
| 2023 Q2 | 6 | $734M | −3.3% | 13F-HR | 8/14/2023 | 000117266123003069 |
| 2023 Q1 | 7 | $759M | +20.5% | 13F-HR | 5/12/2023 | 000117266123002059 |
| 2022 Q4 | 7 | $630M | −12.5% | 13F-HR | 2/13/2023 | 000117266123000762 |
| 2022 Q3 | 7 | $720M | +27.4% | 13F-HR | 11/10/2022 | 000160658722002246 |
| 2022 Q2 | 6 | $565M | −22.3% | 13F-HR | 8/12/2022 | 000160658722001757 |
| 2022 Q1 | 4 | $727M | −10.4% | 13F-HR | 5/16/2022 | 000160658722001169 |
| 2021 Q4 | 4 | $811M | −15.4% | 13F-HR | 1/31/2022 | 000160658722000190 |
| 2021 Q3 | 5 | $959M | — | 13F-HR | 11/12/2021 | 000108514621003217 |
About
ShawSpring Partners, LLC
SEC: ShawSpring Partners LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2