Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 10 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 1, bought 2 totally new and decreased the number of shares of 7 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 3 securities: (NCNO) NCINO INC (new buy), (PCOR) PROCORE TECHNOLOGIES INC (new buy) and (BLND) BLEND LABS INC-A (added shares +58.74%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (IAC) IAC INTERACTIVECORP NEW (15.85%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (14.84%), (HLT) HILTON WORLDWIDE HOLDINGS IN (14.43%), (MNDY) MONDAYCOM LTD (14.4%) and (INTU) INTUIT INC (11.87%).

In the latest report(s) the following changes have been made to the top investments: (IAC) IAC INTERACTIVECORP NEW (reduced shares -24.02%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (reduced shares -12.15%), (HLT) HILTON WORLDWIDE HOLDINGS IN (reduced shares -19.68%), (MNDY) MONDAYCOM LTD (reduced shares -4.88%) and (INTU) INTUIT INC (reduced shares -4.57%).

2024 Q2 (10 results)
NCNO
buy
+1,229,338
+5.58%
$31.45
4.99% $29.88
5.58%
PCOR
buy
+242,407
+2.32%
$66.31
14.25% $56.86
2.32%
BLND
+58.74%
+2,485,283
+0.85%
$2.36
65.68% $3.91
2.29%
INTU
-4.57%
-5,992
-0.57%
$657.21
3.67% $633.07
11.87%
MNDY
-4.88%
-21,278
-0.74%
$240.76
8.48% $261.17
14.40%
FOUR
-12.15%
-193,988
-2.05%
$73.35
13.95% $83.58
14.84%
HLT
-19.68%
-112,288
-3.53%
$218.20
1.27% $220.98
14.43%
IAC
-24.02%
-741,531
-5.01%
$46.85
15.37% $54.05
15.85%
CPNG
-34.96%
-1,725,574
-5.21%
$20.95
15.42% $24.18
9.70%
SE
-55.10%
-1,041,510
-10.73%
$71.42
15.37% $82.40
8.74%
2024 Q1 (8 results)
FOUR
buy
+1,596,421
+13.55%
$66.07
26.50% $83.58
13.55%
MNDY
buy
+435,896
+12.64%
$225.87
15.63% $261.17
12.64%
BLND
+5.75%
+230,092
+0.10%
$3.25
20.31% $3.91
1.77%
HLT
-2.98%
-17,513
-0.48%
$213.31
3.60% $220.98
15.63%
INTU
-11.12%
-16,408
-1.37%
$650.00
2.60% $633.07
10.95%
IAC
-13.93%
-499,739
-3.42%
$53.34
1.33% $54.05
21.15%
CPNG
-21.79%
-1,375,159
-3.14%
$17.79
35.92% $24.18
11.28%
SE
-30.13%
-815,007
-5.62%
$53.71
53.42% $82.40
13.04%
2023 Q4 (6 results)
SE
+4.83%
+124,732
+0.83%
$40.50
103.46% $82.40
17.99%
IAC
-2.50%
-91,992
-0.79%
$52.38
3.19% $54.05
30.84%
HLT
-2.78%
-16,844
-0.50%
$182.09
21.36% $220.98
17.58%
INTU
-2.91%
-4,426
-0.45%
$625.03
1.29% $633.07
15.14%
CPNG
-13.16%
-956,439
-2.54%
$16.19
49.35% $24.18
16.77%
BLND
-15.26%
-720,385
-0.30%
$2.55
53.33% $3.91
1.67%
2023 Q3 (6 results)
SE
+40.38%
+742,293
+5.46%
$43.95
87.49% $82.40
18.99%
IAC
-12.02%
-502,802
-4.24%
$50.39
7.26% $54.05
31.03%
HLT
-15.71%
-112,755
-2.83%
$150.18
47.14% $220.98
15.21%
INTU
-17.74%
-32,783
-2.80%
$510.94
23.90% $633.07
13.00%
CPNG
-23.33%
-2,211,072
-6.29%
$17.00
42.24% $24.18
20.68%
BLND
-58.00%
-6,520,188
-1.50%
$1.37
185.40% $3.91
1.08%
2023 Q2 (7 results)
BLND
+8.23%
+855,281
+0.11%
$0.95
312.80% $3.91
1.45%
HLT
+8.15%
+54,108
+1.07%
$145.55
51.82% $220.98
14.23%
CPNG
+5.43%
+488,455
+1.16%
$17.40
38.97% $24.18
22.47%
SE
-0.26%
-4,779
-0.04%
$58.04
41.97% $82.40
14.54%
IAC
-2.07%
-88,396
-0.76%
$62.80
13.93% $54.05
35.78%
INTU
-11.33%
-23,607
-1.47%
$458.19
38.17% $633.07
11.53%
SNOW
-100.00%
-249,626
-5.25%
$154.29
28.20% $110.78
0.00%
2023 Q1 (7 results)
CPNG
+42.06%
+2,661,976
+5.61%
$16.00
51.13% $24.18
18.95%
INTU
+6.66%
+13,012
+0.76%
$445.83
42.00% $633.07
12.24%
HLT
+6.59%
+41,033
+0.76%
$140.87
56.87% $220.98
12.32%
IAC
+5.90%
+238,046
+1.62%
$51.60
4.75% $54.05
29.03%
BLND
+4.61%
+457,899
+0.06%
$1.00
292.49% $3.91
1.36%
SNOW
-22.50%
-72,456
-1.47%
$154.29
28.20% $110.78
0.00%
SE
-32.56%
-889,977
-10.15%
$86.55
4.79% $82.40
21.02%
44 of 135

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.