Dennis Hong - ShawSpring Partners LLC

Dennis Hong - ShawSpring Partners

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $267,608,814

Holdings Activity Buys Sells History

History	Stock	Activity ▼	Share change	% change to portfolio
	Q1 2026
☰	AMZN - Amazon.com, Inc.	Add 57.47%	68,061	5.30
☰	ZS - Zscaler, Inc.	Buy	200,416	10.51
☰	CPNG - Coupang, Inc.	Buy	906,291	6.39
☰	GDS - GDS Holdings Ltd.	Buy	221,782	3.34
☰	CEG - Constellation Energy Corp.	Buy	23,167	2.42
	Q4 2025
☰	FWONK - Formula One Group	Add 70.94%	154,306	2.86
☰	CSGP - CoStar Group, Inc.	Add 6.87%	61,523	0.78
☰	BABA - Alibaba Group Holdings Ltd.	Buy	378,155	10.44
☰	AMZN - Amazon.com, Inc.	Buy	118,438	5.15
	Q3 2025
☰	FOUR - Shift4 Payments, Inc.	Add 60.70%	472,652	5.44
☰	VERX - Vertex Inc	Add 51.79%	369,001	1.36
☰	MNDY - monday.com Ltd.	Add 33.07%	93,009	2.68
☰	BLND - Blend Labs Inc	Add 10.43%	929,566	0.50
☰	OKTA - Okta, Inc.	Add 3.79%	36,193	0.49
☰	FWONK - Formula One Group	Buy	217,523	3.38
	Q2 2025
☰	VERX - Vertex Inc	Add 45.35%	222,283	0.99
☰	CSGP - CoStar Group, Inc.	Add 18.09%	207,758	2.11
☰	PCOR - Procore Technologies, Inc.	Add 8.65%	124,282	1.07
☰	BRZE - Braze, Inc.	Add 6.16%	146,214	0.52
☰	OKTA - Okta, Inc.	Buy	954,293	12.04
	Q1 2025
☰	INTU - Intuit Inc.	Add 94.73%	81,208	6.85
☰	BRZE - Braze, Inc.	Add 58.18%	872,973	4.33
☰	NCNO - nCino, Inc.	Add 38.92%	1,023,062	3.86
☰	CSGP - CoStar Group, Inc.	Add 26.21%	238,499	2.60
☰	BLND - Blend Labs Inc	Add 25.88%	1,831,874	0.84
☰	PCOR - Procore Technologies, Inc.	Add 20.06%	240,132	2.18
☰	VERX - Vertex Inc	Buy	490,162	2.36
	Q4 2024
☰	HLT - Hilton Worldwide Holdings Inc.	Add 8.64%	25,017	0.82
☰	MNDY - monday.com Ltd.	Add 8.04%	28,182	0.88
☰	BLND - Blend Labs Inc	Add 6.77%	449,175	0.25
☰	CSGP - CoStar Group, Inc.	Buy	909,803	8.63
☰	BRZE - Braze, Inc.	Buy	1,500,413	8.32
	Q3 2024
☰	PCOR - Procore Technologies, Inc.	Add 493.25%	1,195,675	9.32
☰	NCNO - nCino, Inc.	Add 115.86%	1,424,349	5.68
☰	SE - Sea Ltd.	Add 11.12%	94,382	1.12
	Q2 2024
☰	BLND - Blend Labs Inc	Add 58.74%	2,485,283	0.85
☰	NCNO - nCino, Inc.	Buy	1,229,338	5.58
☰	PCOR - Procore Technologies, Inc.	Buy	242,407	2.32
	Q1 2024
☰	BLND - Blend Labs Inc	Add 5.75%	230,092	0.10
☰	FOUR - Shift4 Payments, Inc.	Buy	1,596,421	13.55
☰	MNDY - monday.com Ltd.	Buy	435,896	12.64
	Q4 2023
☰	SE - Sea Ltd.	Add 4.83%	124,732	0.83
	Q3 2023
☰	SE - Sea Ltd.	Add 40.38%	742,293	5.46
	Q2 2023
☰	BLND - Blend Labs Inc	Add 8.23%	855,281	0.11
☰	HLT - Hilton Worldwide Holdings Inc.	Add 8.15%	54,108	1.07
☰	CPNG - Coupang, Inc.	Add 5.43%	488,455	1.16
	Q1 2023
☰	CPNG - Coupang, Inc.	Add 42.06%	2,661,976	5.61
☰	INTU - Intuit Inc.	Add 6.66%	13,012	0.76
☰	HLT - Hilton Worldwide Holdings Inc.	Add 6.59%	41,033	0.76
☰	PPLI - People Inc.	Add 5.90%	290,178	1.62
☰	BLND - Blend Labs Inc	Add 4.61%	457,899	0.06
	Q4 2022
☰	SNOW - Snowflake Inc.	Add 17.22%	47,323	1.08
☰	PPLI - People Inc.	Add 15.16%	646,894	3.74
☰	SE - Sea Ltd.	Add 13.32%	321,247	2.66
☰	BLND - Blend Labs Inc	Add 5.99%	561,487	0.13
☰	CPNG - Coupang, Inc.	Add 2.31%	142,800	0.33
	Q3 2022
☰	HLT - Hilton Worldwide Holdings Inc.	Add 114.34%	621,797	10.41
☰	SE - Sea Ltd.	Add 23.83%	464,186	3.61
☰	PPLI - People Inc.	Add 14.09%	527,149	3.32
☰	SNOW - Snowflake Inc.	Add 9.90%	24,759	0.58
☰	BLND - Blend Labs Inc	Add 9.76%	832,642	0.26
☰	INTU - Intuit Inc.	Buy	207,319	11.15
	Q2 2022
☰	BLND - Blend Labs Inc	Add 13.48%	1,013,929	0.42
☰	SE - Sea Ltd.	Add 2.80%	53,059	0.63
☰	HLT - Hilton Worldwide Holdings Inc.	Buy	543,825	10.73
☰	SNOW - Snowflake Inc.	Buy	250,000	6.16
	Q1 2022
☰	SE - Sea Ltd.	Add 103.79%	964,890	15.90
☰	CPNG - Coupang, Inc.	Buy	7,040,110	17.12
☰	BLND - Blend Labs Inc	Buy	7,520,104	5.90
	Q4 2021
☰	PPLI - People Inc.	Add 28.93%	1,025,060	13.55
☰	ANGI - Angi Inc.	Add 8.92%	36,870	0.42
☰	SE - Sea Ltd.	Add 0.41%	3,750	0.10
	Q3 2021
☰	PPLI - People Inc.	Add 53.26%	1,231,381	13.73
☰	VMEO - Vimeo Inc	Add 8.49%	230,999	0.71
☰	ANGI - Angi Inc.	Add 2.84%	11,400	0.15
	Q2 2021
☰	ANGI - Angi Inc.	Add 17.07%	58,600	0.75
☰	XYZ - Block, Inc.	Add 16.34%	93,500	2.16
☰	SE - Sea Ltd.	Add 16.12%	176,000	4.59
☰	PPLI - People Inc.	Buy	2,312,096	27.78
☰	VMEO - Vimeo Inc	Buy	2,721,086	12.67
	Q1 2021
☰	ANGI - Angi Inc.	Add 17.04%	49,985	1.28
☰	XYZ - Block, Inc.	Add 14.99%	74,600	3.33
	Q4 2020
☰	ANGI - Angi Inc.	Add 8.12%	22,019	0.57
☰	SE - Sea Ltd.	Add 4.50%	54,154	2.10
	Q3 2020
☰	SE - Sea Ltd.	Add 14.54%	152,738	5.98
☰	MTCH - Match Group, Inc.	Buy	779,110	21.92
	Q2 2020
☰	HNIB - Iac Interactivecorp	Add 9.39%	35,291	2.56
☰	XYZ - Block, Inc.	Buy	815,152	19.16
	Q1 2020
☰	HNIB - Iac Interactivecorp	Add 220.16%	258,329	16.38
☰	JD - JD.com, Inc.	Add 37.04%	242,184	3.47
☰	ANGI - Angi Inc.	Add 34.42%	156,796	2.91
☰	SE - Sea Ltd.	Add 15.95%	395,448	6.20
	Q4 2019
☰	SE - Sea Ltd.	Add 74.18%	1,055,954	17.02
☰	HNIB - Iac Interactivecorp	Add 13.03%	13,524	1.35
☰	ANGI - Angi Inc.	Add 9.10%	37,984	1.29
☰	JD - JD.com, Inc.	Add 8.91%	53,500	0.76
☰	CVNA - Carvana Co.	Add 5.91%	178,900	1.32
	Q3 2019
☰	ANGI - Angi Inc.	Add 232.85%	292,097	13.52
☰	SE - Sea Ltd.	Add 8.05%	106,051	2.14
☰	JD - JD.com, Inc.	Add 7.27%	40,700	0.75
	Q2 2019
☰	SE - Sea Ltd.	Add 6.90%	85,000	1.65
☰	ANGI - Angi Inc.	Buy	125,443	9.56
	Q1 2019
☰	CVNA - Carvana Co.	Add 25.96%	903,225	6.60
☰	SE - Sea Ltd.	Buy	1,232,375	18.23