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
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $268 M OKTA AMZN BABA ZS BRZE INTU FWONK CPNG CSGP PCOR GDS CEG
2025   Q4 $531 M OKTA FOUR CSGP BABA BRZE PCOR MNDY FWONK INTU BLND AMZN
2025   Q3 $673 M FOUR OKTA PCOR INTU CSGP MNDY BRZE NCNO BLND VERX FWONK
2025   Q2 $792 M INTU CSGP PCOR OKTA MNDY NCNO FOUR BRZE BLND VERX
2025   Q1 $728 M INTU NCNO PCOR MNDY CSGP BRZE FOUR HLT BLND VERX
2024   Q4 $755 M FOUR PCOR MNDY NCNO HLT CSGP PPLI BRZE INTU SE BLND
2024   Q3 $792 M FOUR MNDY SE PCOR PPLI NCNO CPNG HLT INTU BLND
2024   Q2 $693 M PPLI FOUR HLT MNDY INTU CPNG SE NCNO PCOR BLND
2024   Q1 $779 M PPLI HLT FOUR SE MNDY CPNG INTU BLND
2023   Q4 $609 M PPLI SE HLT CPNG INTU BLND
2023   Q3 $597 M PPLI CPNG SE HLT INTU BLND
2023   Q2 $734 M PPLI CPNG SE HLT INTU BLND
2023   Q1 $759 M PPLI SE CPNG HLT INTU SNOW BLND
2022   Q4 $630 M PPLI SE CPNG HLT INTU SNOW BLND
2022   Q3 $720 M PPLI HLT SE CPNG INTU SNOW BLND
2022   Q2 $565 M PPLI SE CPNG HLT SNOW BLND
2022   Q1 $727 M PPLI SE CPNG BLND
2021   Q4 $811 M PPLI SE XYZ ANGI
2021   Q3 $959 M PPLI SE XYZ VMEO ANGI
2021   Q2 $1.05 B SE PPLI XYZ VMEO MTCH ANGI
2021   Q1 $508 M SE XYZ MTCH ANGI
2020   Q4 $514 M SE MTCH XYZ ANGI
2020   Q3 $393 M SE XYZ MTCH ANGI
2020   Q2 $446 M HNIB SE XYZ JD ANGI CVNA
2020   Q1 $283 M SE HNIB JD ANGI CVNA
2019   Q4 $250 M SE CVNA ANGI HNIB JD
2019   Q3 $153 M SE CVNA ANGI HNIB JD
2019   Q2 $171 M CVNA HNIB SE JD ANGI
2019   Q1 $159 M HNIB CVNA SE JD
2018   Q4 $97 M HNIB JD CVNA
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