Dennis Hong's Portfolio

ShawSpring Partners 13F holdings

What is Dennis Hong's portfolio?

ShawSpring Partners has disclosed a total of 10 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $727,737,175.

What stocks does Dennis Hong own?

In Dennis Hong's portfolio as of 31 Mar 2025, the top 5 holdings are (INTU) INTUIT INC (14.08%), (NCNO) NCINO INC (13.78%), (PCOR) PROCORE TECHNOLOGIES INC (13.04%), (MNDY) MONDAYCOM LTD (12.65%) and (CSGP) COSTAR GROUP INC (12.50%).

To see the historical data of ShawSpring Partners's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see ShawSpring Partners's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $727M+
Period: 2025 Q1
Number of stock: 10
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BLND
BLEND LABS INC-A
4.10%
8,911,039
$3.35
9.25% $3.66
$29,851,981
+25.88% (+1,831,874)
+0.84%
BRZE
BRAZE INC-A
11.77%
2,373,386
$36.08
2.00% $36.80
$85,631,767
+58.18% (+872,973)
+4.33%
CSGP
COSTAR GROUP INC
12.50%
849,743
$79.23
7.16% $73.56
$67,325,175
+26.21% (+176,489)
+2.60%
HLT
HILTON WORLDWIDE HOLDINGS IN
5.62%
179,612
$227.55
9.18% $248.44
$40,870,711
-42.88% (-134,825)
-4.22%
INTU
INTUIT INC
14.08%
166,936
$613.99
22.72% $753.47
$102,497,035
+94.73% (+81,208)
+6.85%
MNDY
MONDAYCOM LTD
12.65%
274,565
$243.16
22.34% $297.49
$66,763,341
NCNO
NCINO INC
13.78%
3,651,918
$27.47
4.26% $26.30
$100,318,187
+38.92% (+1,023,062)
+3.86%
PCOR
PROCORE TECHNOLOGIES INC
13.04%
1,437,331
$66.02
1.74% $67.17
$94,892,593
+20.06% (+240,132)
+2.18%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
10.09%
638,200
$81.71
16.01% $94.79
$52,147,366
-7.31% (-50,320)
-0.80%
VERX
VERTEX INC - CLASS A
2.36%
490,162
$35.01
13.02% $39.57
$17,160,572
buy
+2.36%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
IAC
IAC INTERACTIVECORP NEW
1,490,081
-8.83%
SE
SEA LTD-ADR
263,474
-4.60%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.