Dennis Hong - ShawSpring Partners
ShawSpring Partners
Latest 13F filing
Q4 2025
filed Feb 13, 2026
Portfolio value
$531.11M
Positions
11
Top 10 concentration
94.9%
QoQ change
-21.0%
$-141.49M
Activity vs. Q3 2025
2
New positions
2
Added to
0
Unchanged
7
Reduced
6
Exited
Portfolio composition — Q4 2025
- OKTAOKTA INC14.4%
- FOURSHIFT4 PMTS INC13.6%
- CSGPCOSTAR GROUP INC12.1%
- BABAALIBABA GROUP HLDG LTD10.4%
- BRZEBRAZE INC9.5%
- PCORPROCORE TECHNOLOGIES INC9.3%
- MNDYMONDAY COM LTD7.1%
- FWONKLIBERTY MEDIA CORP DEL6.9%
- INTUINTUIT6.3%
- BLNDBLEND LABS INC5.2%
- Other1 more positions5.1%
Top buys
New & added positions, by size
Holdings as of Q4 2025
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | OKTA | OKTA INC | 883,441 | $76.39M | 14.38% | $86.47 | REDUCE | -10.8% |
| 2 | FOUR | SHIFT4 PMTS INC | 1,148,861 | $72.34M | 13.62% | $62.97 | REDUCE | -8.2% |
| 3 | CSGP | COSTAR GROUP INC | 957,557 | $64.39M | 12.12% | $67.24 | ADD | +6.9% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 378,155 | $55.43M | 10.44% | $146.58 | NEW | — |
| 5 | BRZE | BRAZE INC | 1,473,005 | $50.51M | 9.51% | $34.29 | REDUCE | -20.3% |
| 6 | PCOR | PROCORE TECHNOLOGIES INC | 681,536 | $49.57M | 9.33% | $72.74 | REDUCE | -36.8% |
| 7 | MNDY | MONDAY COM LTD | 253,959 | $37.47M | 7.06% | $147.56 | REDUCE | -32.1% |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | 371,829 | $36.63M | 6.90% | $98.51 | ADD | +70.9% |
| 9 | INTU | INTUIT | 50,721 | $33.60M | 6.33% | $662.42 | REDUCE | -55.7% |
| 10 | BLND | BLEND LABS INC | 9,024,099 | $27.43M | 5.17% | $3.04 | REDUCE | -8.3% |
| 11 | AMZN | AMAZON COM INC | 118,438 | $27.34M | 5.15% | $230.82 | NEW | — |
Positions exited in Q4 2025
Source: SEC EDGAR 13F-HR filing Feb 13, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001766908.