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
| OKTA - OKTA Inc · CL A | 14.38% | Reduce −10.8% | 883,441 | $86.47 | $76M | −107,045 | −$14M |
| FOUR - Shift4 Pmts · CL A | 13.62% | Reduce −8.2% | 1,148,861 | $62.97 | $72M | −102,513 | −$25M |
| CSGP - Costar Group | 12.12% | Add +6.9% | 957,557 | $67.24 | $64M | +61,523 | −$11M |
| BABA - Alibaba Group | 10.44% | New | 378,155 | $146.58 | $55M | +378,155 | +$55M |
| BRZE - Braze · CL A | 9.51% | Reduce −20.3% | 1,473,005 | $34.29 | $51M | −375,239 | −$2M |
| PCOR - Procore Technologies | 9.33% | Reduce −36.8% | 681,536 | $72.74 | $50M | −396,377 | −$29M |
| MNDY - Monday | 7.06% | Reduce −32.1% | 253,959 | $147.56 | $37M | −120,262 | −$35M |
| FWONK - Liberty Media Del | 6.90% | Add +70.9% | 371,829 | $98.51 | $37M | +154,306 | +$14M |
| INTU - Intuit | 6.33% | Reduce −55.7% | 50,721 | $662.42 | $34M | −63,648 | −$45M |
| BLND - Blend Labs · CL A | 5.17% | Reduce −8.3% | 9,024,099 | $3.04 | $27M | −816,506 | −$8M |
| AMZN - Amazon | 5.15% | New | 118,438 | $230.82 | $27M | +118,438 | +$27M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NCNO - Ncino | 6.26% | Exit | 0 | $27.11 | $42M | −1,553,659 | −$42M |
| VRTX - Vertex · CL A | 3.99% | Exit | 0 | $24.79 | $27M | −1,081,446 | −$27M |
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