Dennis Hong – ShawSpring Partners Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the ShawSpring Partners portfolio balances reported a total equity value of $792.38M across 10 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight INTUIT (INTU) as the single largest position, accounting for 13.8% of total equity value, followed by COSTAR GROUP INC (CSGP), PROCORE TECHNOLOGIES INC (PCOR), OKTA INC (OKTA), and others. Collectively, the top five holdings represent 64.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.