Dennis Hong - ShawSpring Partners
Portfolio
$232.08 M
Positionen
11
Stichtag
2026-06-30
Quartal
Q2 2026
| BABAALIBABA GROUP HLDG LTD | 16.92% | Add 40.96% |
| AMZNAMAZON COM INC | 16.13% | Reduce 15.81% |
| OKTA INC | 13.80% | Reduce 58.46% |
| ZSZSCALER INC | 10.18% | Reduce 16.52% |
| CRCRANE COMPANY | 7.82% | Buy |
| MSFTMICROSOFT CORP | 7.31% | Buy |
| LIBERTY MEDIA CORP DEL | 7.00% | Reduce 15.83% |
| CPNGCOUPANG INC | 6.89% | Add 1.52% |
| BRAZE INC | 5.99% | Reduce 42.34% |
| GDSGDS HLDGS LTD | 4.92% | Add 71.37% |
| CEGCONSTELLATION ENERGY CORP | 3.04% | Add 22.81% |
11 Einträge