Dennis Hong's Portfolio

ShawSpring Partners 13F holdings

What is Dennis Hong's portfolio?

ShawSpring Partners has disclosed a total of 11 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $754,917,856.

What stocks does Dennis Hong own?

In Dennis Hong's portfolio as of 31 Dec 2024, the top 5 holdings are (FOUR) SHIFT4 PAYMENTS INC-CLASS A (13.33%), (PCOR) PROCORE TECHNOLOGIES INC (11.88%), (MNDY) MONDAYCOM LTD (11.81%), (NCNO) NCINO INC (11.69%) and (HLT) HILTON WORLDWIDE HOLDINGS IN (10.29%).

To see the historical data of ShawSpring Partners's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see ShawSpring Partners's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $754M+
Period: 2024 Q4
Number of stock: 11
Update: 13 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BLND
BLEND LABS INC-A
3.95%
7,079,165
$4.21
25.65% $3.13
$29,803,285
+6.77% (+449,175)
+0.25%
BRZE
BRAZE INC-A
8.32%
1,500,413
$41.88
11.70% $36.98
$62,837,296
buy
+8.32%
CSGP
COSTAR GROUP INC
8.63%
909,803
$71.59
6.51% $76.25
$65,132,797
buy
+8.63%
HLT
HILTON WORLDWIDE HOLDINGS IN
10.29%
314,437
$247.16
7.20% $264.96
$77,716,249
+8.64% (+25,017)
+0.82%
IAC
IAC INTERACTIVECORP NEW
8.52%
1,490,081
$43.14
7.14% $46.22
$64,282,094
-5.69% (-89,847)
-0.51%
INTU
INTUIT INC
7.14%
85,728
$628.50
2.33% $613.84
$53,880,048
-19.84% (-21,224)
-1.77%
MNDY
MONDAYCOM LTD
11.81%
378,712
$235.44
26.05% $296.77
$89,163,953
+8.04% (+28,182)
+0.88%
NCNO
NCINO INC
11.69%
2,628,856
$33.58
6.76% $31.31
$88,276,984
-0.94% (-24,831)
-0.11%
PCOR
PROCORE TECHNOLOGIES INC
11.88%
1,197,199
$74.93
2.06% $76.47
$89,706,121
-16.75% (-240,883)
-2.39%
SE
SEA LTD-ADR
4.43%
315,538
$106.10
19.95% $127.27
$33,478,582
-66.55% (-627,641)
-8.82%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
13.33%
969,748
$103.78
4.85% $98.75
$100,640,447
-26.53% (-350,131)
-4.81%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CPNG
COUPANG INC
2,963,346
-9.64%

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.