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DH
Dennis Hong
ShawSpring Partners
Periodo
Q1 2026
Valore portafoglio
$267.6M
Titoli
12
Attività
5 acquisti · 7 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | OKTA OKTA INC | 16.62% | Reduce 36.04% | 565,036 | $44.5M |
| 2 | AMZN AMAZON COM INC | 14.51% | Add 57.47% | 186,499 | $38.8M |
| 3 | BABA ALIBABA GROUP HLDG LTD | 13.61% | Reduce 23.24% | 290,261 | $36.4M |
| 4 | ZS ZSCALER INC | 10.51% | Buy | 200,416 | $28.1M |
| 5 | BRZE BRAZE INC | 9.81% | Reduce 24.5% | 1,112,099 | $26.3M |
| 6 | INTU INTUIT | 6.61% | Reduce 19.29% | 40,939 | $17.7M |
| 7 | FWONK LIBERTY MEDIA CORP DEL | 6.45% | Reduce 45.42% | 202,928 | $17.3M |
| 8 | CPNG COUPANG INC | 6.39% | Buy | 906,291 | $17.1M |
| 9 | CSGP COSTAR GROUP INC | 5.11% | Reduce 64.59% | 339,081 | $13.7M |
| 10 | PCOR PROCORE TECHNOLOGIES INC | 4.62% | Reduce 68.2% | 216,756 | $12.4M |
| 11 | GDS GDS HLDGS LTD | 3.34% | Buy | 221,782 | $8.9M |
| 12 | CEG CONSTELLATION ENERGY CORP | 2.42% | Buy | 23,167 | $6.5M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.