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
| INTU - Intuit | 14.08% | Add +94.7% | 166,936 | $613.99 | $102M | +81,208 | +$49M |
| NCNO - Ncino | 13.78% | Add +38.9% | 3,651,918 | $27.47 | $100M | +1,023,062 | +$12M |
| PCOR - Procore Technologies | 13.04% | Add +20.1% | 1,437,331 | $66.02 | $95M | +240,132 | +$5M |
| MNDY - Monday | 12.65% | Reduce 0.0% | 378,711 | $243.16 | $92M | −1 | +$3M |
| CSGP - Costar Group | 12.50% | Add +26.2% | 1,148,302 | $79.23 | $91M | +238,499 | +$26M |
| BRZE - Braze · CL A | 11.77% | Add +58.2% | 2,373,386 | $36.08 | $86M | +872,973 | +$23M |
| FOUR - Shift4 Pmts · CL A | 10.09% | Reduce −7.3% | 898,874 | $81.71 | $73M | −70,874 | −$27M |
| HLT - Hilton | 5.62% | Reduce −42.9% | 179,612 | $227.55 | $41M | −134,825 | −$37M |
| BLND - Blend Labs · CL A | 4.10% | Add +25.9% | 8,911,039 | $3.35 | $30M | +1,831,874 | +$49K |
| VRTX - Vertex · CL A | 2.36% | New | 490,162 | $35.01 | $17M | +490,162 | +$17M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IAC - IAC Inc | 8.52% | Exit | 0 | $43.14 | $64M | −1,490,081 | −$64M |
| SE - SEA | 4.43% | Exit | 0 | $106.10 | $33M | −315,538 | −$33M |
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