Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 12 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (INTU) INTUIT INC (added shares +94.73%), (BRZE) BRAZE INC-A (added shares +58.18%), (NCNO) NCINO INC (added shares +38.92%), (CSGP) COSTAR GROUP INC (added shares +26.21%) and (VERX) VERTEX INC - CLASS A (new buy).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) 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 (12.5%).

In the latest report(s) the following changes have been made to the top investments: (INTU) INTUIT INC (added shares +94.73%), (NCNO) NCINO INC (added shares +38.92%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +20.06%), (MNDY) MONDAYCOM LTD (reduced shares -0%) and (CSGP) COSTAR GROUP INC (added shares +26.21%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2025 Q1 (12 results)

VERX

VERTEX INC - CLASS A

buy

+490,162

+2.36%

$35.01

16.71% $40.86

2.36%

INTU

INTUIT INC

+94.73%

+81,208

+6.85%

$613.99

24.54% $764.66

14.08%

BRZE

BRAZE INC-A

+58.18%

+872,973

+4.33%

$36.08

0.44% $36.24

11.77%

NCNO

NCINO INC

+38.92%

+1,023,062

+3.86%

$27.47

0.76% $27.26

13.78%

CSGP

COSTAR GROUP INC

+26.21%

+176,489

+2.60%

$79.23

4.47% $75.69

12.50%

BLND

BLEND LABS INC-A

+25.88%

+1,831,874

+0.84%

$3.35

9.85% $3.68

4.10%

PCOR

PROCORE TECHNOLOGIES INC

+20.06%

+240,132

+2.18%

$66.02

2.00% $67.34

13.04%

MNDY

MONDAYCOM LTD

0.00%

$243.16

26.41% $307.39

12.65%

FOUR

SHIFT4 PAYMENTS INC-CLASS A

-7.31%

-50,320

-0.80%

$81.71

16.49% $95.18

10.09%

HLT

HILTON WORLDWIDE HOLDINGS IN

-42.88%

-134,825

-4.22%

$227.55

10.35% $251.10

5.62%

IAC

IAC INTERACTIVECORP NEW

-100.00%

-1,490,081

-8.83%

$43.14

15.79% $36.33

0.00%

SEA LTD-ADR

-100.00%

-263,474

-4.60%

$106.10

56.24% $165.77

0.00%

2024 Q4 (12 results)

CSGP

COSTAR GROUP INC

buy

+909,803

+8.63%

$71.59

5.73% $75.69

8.63%

BRZE

BRAZE INC-A

buy

+1,500,413

+8.32%

$41.88

13.47% $36.24

8.32%

HLT

HILTON WORLDWIDE HOLDINGS IN

+8.64%

+21,639

+0.82%

$247.16

1.59% $251.10

10.29%

MNDY

MONDAYCOM LTD

+8.04%

+23,954

+0.88%

$235.44

30.56% $307.39

11.81%

BLND

BLEND LABS INC-A

+6.77%

+395,274

+0.25%

$4.21

12.59% $3.68

3.95%

NCNO

NCINO INC

-0.94%

-24,831

-0.11%

$33.58

18.82% $27.26

11.69%

IAC

IAC INTERACTIVECORP NEW

-5.69%

-89,847

-0.51%

$43.14

15.79% $36.33

0.00%

PCOR

PROCORE TECHNOLOGIES INC

-16.75%

-240,883

-2.39%

$74.93

10.13% $67.34

11.88%

INTU

INTUIT INC

-19.84%

-21,224

-1.77%

$628.50

21.66% $764.66

7.14%

FOUR

SHIFT4 PAYMENTS INC-CLASS A

-26.53%

-350,131

-4.81%

$103.78

8.29% $95.18

13.33%

SEA LTD-ADR

-66.55%

-524,080

-8.82%

$106.10

56.24% $165.77

0.00%

CPNG

COUPANG INC

-100.00%

-2,607,744

-9.64%

$24.55

14.95% $28.22

0.00%

2024 Q3 (10 results)

PCOR

PROCORE TECHNOLOGIES INC

+493.25%

+1,016,323

+9.32%

$61.72

9.11% $67.34

11.21%

NCNO

NCINO INC

+115.86%

+1,424,349

+5.68%

$31.59

13.71% $27.26

10.59%

SEA LTD-ADR

+11.12%

+94,382

+1.12%

$94.28

75.83% $165.77

11.23%

BLND

BLEND LABS INC-A

-1.28%

-86,154

-0.04%

$3.75

1.87% $3.68

3.14%

FOUR

SHIFT4 PAYMENTS INC-CLASS A

-5.89%

-82,554

-0.92%

$88.60

7.43% $95.18

14.77%

CPNG

COUPANG INC

-7.70%

-217,459

-0.77%

$24.55

14.95% $28.22

0.00%

INTU

INTUIT INC

-14.56%

-15,764

-1.43%

$621.00

23.13% $764.66

8.39%

MNDY

MONDAYCOM LTD

-15.46%

-64,088

-2.25%

$277.77

10.66% $307.39

12.30%

IAC

IAC INTERACTIVECORP NEW

-32.64%

-765,407

-5.20%

$53.82

32.50% $36.33

10.74%

HLT

HILTON WORLDWIDE HOLDINGS IN

-36.87%

-169,001

-4.92%

$230.50

8.94% $251.10

8.43%

2024 Q2 (10 results)

NCNO

NCINO INC

buy

+1,229,338

+5.58%

$31.45

13.32% $27.26

5.58%

PCOR

PROCORE TECHNOLOGIES INC

buy

+242,407

+2.32%

$66.31

1.55% $67.34

2.32%

BLND

BLEND LABS INC-A

+58.74%

+2,485,283

+0.85%

$2.36

55.93% $3.68

2.29%

INTU

INTUIT INC

-4.57%

-5,992

-0.57%

$657.21

16.35% $764.66

11.87%

MNDY

MONDAYCOM LTD

-4.88%

-14,469

-0.74%

$240.76

27.67% $307.39

14.40%

FOUR

SHIFT4 PAYMENTS INC-CLASS A

-12.15%

-193,988

-2.05%

$73.35

29.76% $95.18

14.84%

HLT

HILTON WORLDWIDE HOLDINGS IN

-19.68%

-78,040

-3.53%

$218.20

15.08% $251.10

14.43%

IAC

IAC INTERACTIVECORP NEW

-24.02%

-741,531

-5.01%

$46.85

22.45% $36.33

15.85%

CPNG

COUPANG INC

-34.96%

-1,725,574

-5.21%

$20.95

34.70% $28.22

9.70%

SEA LTD-ADR

-55.10%

-692,604

-10.73%

$71.42

132.11% $165.77

8.74%

44 of 169

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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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.