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 Q2) SEC 13F filing(s) with portfolio value of $792,381,550.

What stocks does Dennis Hong own?

In Dennis Hong's portfolio as of 30 Jun 2025, the top 5 holdings are (INTU) INTUIT INC (13.80%), (CSGP) COSTAR GROUP INC (13.76%), (PCOR) PROCORE TECHNOLOGIES INC (13.48%), (OKTA) OKTA INC (12.04%) and (MNDY) MONDAYCOM LTD (11.16%).

To see the historical data of ShawSpring Partners's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see ShawSpring Partners's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $792M+
Period: 2025 Q2
Number of stock: 10
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BLND
BLEND LABS INC-A
3.71%
8,911,039
$3.30
5.15% $3.47
$29,406,429
BRZE
BRAZE INC-A
8.94%
2,519,600
$28.10
9.11% $25.54
$70,800,760
+6.16% (+146,214)
+0.52%
CSGP
COSTAR GROUP INC
13.76%
1,356,060
$80.40
9.90% $88.36
$109,027,224
+18.09% (+207,758)
+2.11%
INTU
INTUIT INC
13.80%
138,823
$787.63
11.41% $697.76
$109,341,159
-16.84% (-28,113)
-2.79%
MNDY
MONDAYCOM LTD
11.16%
281,212
$314.48
45.48% $171.46
$88,435,550
-25.74% (-97,499)
-3.87%
NCNO
NCINO INC
10.19%
2,887,766
$27.97
0.61% $27.80
$80,770,815
-20.92% (-764,152)
-2.70%
OKTA
OKTA INC
12.04%
954,293
$99.97
10.19% $89.78
$95,400,671
buy
+12.04%
PCOR
PROCORE TECHNOLOGIES INC
13.48%
1,561,613
$68.42
5.47% $64.68
$106,845,561
+8.65% (+124,282)
+1.07%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
9.74%
778,722
$99.11
10.45% $88.75
$77,179,137
-13.37% (-120,152)
-1.50%
VERX
VERTEX INC - CLASS A
3.18%
712,445
$35.34
28.20% $25.37
$25,174,244
+45.35% (+222,283)
+0.99%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
HLT
HILTON WORLDWIDE HOLDINGS IN
179,612
-5.16%

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.