Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 10 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 5 securities: (OKTA) OKTA INC (new buy), (CSGP) COSTAR GROUP INC (added shares +18.09%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +8.65%), (VERX) VERTEX INC - CLASS A (added shares +45.35%) and (BRZE) BRAZE INC-A (added shares +6.16%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (INTU) INTUIT INC (13.8%), (CSGP) COSTAR GROUP INC (13.76%), (PCOR) PROCORE TECHNOLOGIES INC (13.48%), (OKTA) OKTA INC (12.04%) and (MNDY) MONDAYCOM LTD (11.16%).

In the latest report(s) the following changes have been made to the top investments: (INTU) INTUIT INC (reduced shares -16.84%), (CSGP) COSTAR GROUP INC (added shares +18.09%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +8.65%), (OKTA) OKTA INC (new buy) and (MNDY) MONDAYCOM LTD (reduced shares -25.74%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (10 results)
OKTA
OKTA INC
buy
+954,293
+12.04%
$99.97
10.19% $89.78
12.04%
VERX
VERTEX INC - CLASS A
+45.35%
+222,283
+0.99%
$35.34
28.20% $25.37
3.18%
CSGP
COSTAR GROUP INC
+18.09%
+207,758
+2.11%
$80.40
9.90% $88.36
13.76%
PCOR
PROCORE TECHNOLOGIES INC
+8.65%
+124,282
+1.07%
$68.42
5.47% $64.68
13.48%
BRZE
BRAZE INC-A
+6.16%
+146,214
+0.52%
$28.10
9.11% $25.54
8.94%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-13.37%
-120,152
-1.50%
$99.11
10.45% $88.75
9.74%
INTU
INTUIT INC
-16.84%
-28,113
-2.79%
$787.63
11.41% $697.76
13.80%
NCNO
NCINO INC
-20.92%
-764,152
-2.70%
$27.97
0.61% $27.80
10.19%
MNDY
MONDAYCOM LTD
-25.74%
-97,499
-3.87%
$314.48
45.48% $171.46
11.16%
HLT
HILTON WORLDWIDE HOLDINGS IN
-100.00%
-179,612
-5.16%
$227.55
18.30% $269.19
0.00%
2025 Q1 (12 results)
VERX
VERTEX INC - CLASS A
buy
+490,162
+2.36%
$35.01
27.53% $25.37
2.36%
INTU
INTUIT INC
+94.73%
+81,208
+6.85%
$613.99
13.64% $697.76
14.08%
BRZE
BRAZE INC-A
+58.18%
+872,973
+4.33%
$36.08
29.21% $25.54
11.77%
NCNO
NCINO INC
+38.92%
+1,023,062
+3.86%
$27.47
1.20% $27.80
13.78%
CSGP
COSTAR GROUP INC
+26.21%
+238,499
+2.60%
$79.23
11.52% $88.36
12.50%
BLND
BLEND LABS INC-A
+25.88%
+1,831,874
+0.84%
$3.35
3.58% $3.47
4.10%
PCOR
PROCORE TECHNOLOGIES INC
+20.06%
+240,132
+2.18%
$66.02
2.03% $64.68
13.04%
MNDY
MONDAYCOM LTD
-0.00%
-1
-0.00%
$243.16
29.49% $171.46
12.65%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-7.31%
-70,874
-0.80%
$81.71
8.62% $88.75
10.09%
HLT
HILTON WORLDWIDE HOLDINGS IN
-42.88%
-134,825
-4.22%
$227.55
18.30% $269.19
0.00%
IAC
IAC INTERACTIVECORP NEW
-100.00%
-1,490,081
-8.83%
$43.14
18.03% $35.36
0.00%
SE
SEA LTD-ADR
-100.00%
-315,538
-4.60%
$106.10
69.27% $179.60
0.00%
2024 Q4 (12 results)
CSGP
COSTAR GROUP INC
buy
+909,803
+8.63%
$71.59
23.43% $88.36
8.63%
BRZE
BRAZE INC-A
buy
+1,500,413
+8.32%
$41.88
39.02% $25.54
8.32%
HLT
HILTON WORLDWIDE HOLDINGS IN
+8.64%
+25,017
+0.82%
$247.16
8.91% $269.19
10.29%
MNDY
MONDAYCOM LTD
+8.04%
+28,182
+0.88%
$235.44
27.17% $171.46
11.81%
BLND
BLEND LABS INC-A
+6.77%
+449,175
+0.25%
$4.21
17.58% $3.47
3.95%
NCNO
NCINO INC
-0.94%
-24,831
-0.11%
$33.58
17.21% $27.80
11.69%
IAC
IAC INTERACTIVECORP NEW
-5.69%
-89,847
-0.51%
$43.14
18.03% $35.36
0.00%
PCOR
PROCORE TECHNOLOGIES INC
-16.75%
-240,883
-2.39%
$74.93
13.68% $64.68
11.88%
INTU
INTUIT INC
-19.84%
-21,224
-1.77%
$628.50
11.02% $697.76
7.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-26.53%
-350,131
-4.81%
$103.78
14.48% $88.75
13.33%
SE
SEA LTD-ADR
-66.55%
-627,641
-8.82%
$106.10
69.27% $179.60
0.00%
CPNG
COUPANG INC
-100.00%
-2,963,346
-9.64%
$24.55
14.95% $28.22
0.00%
2024 Q3 (10 results)
PCOR
PROCORE TECHNOLOGIES INC
+493.25%
+1,195,675
+9.32%
$61.72
4.80% $64.68
11.21%
NCNO
NCINO INC
+115.86%
+1,424,349
+5.68%
$31.59
12.00% $27.80
10.59%
SE
SEA LTD-ADR
+11.12%
+94,382
+1.12%
$94.28
90.50% $179.60
11.23%
BLND
BLEND LABS INC-A
-1.28%
-86,154
-0.04%
$3.75
7.47% $3.47
3.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-5.89%
-82,554
-0.92%
$88.60
0.17% $88.75
14.77%
CPNG
COUPANG INC
-7.70%
-247,113
-0.77%
$24.55
14.95% $28.22
0.00%
INTU
INTUIT INC
-14.56%
-18,225
-1.43%
$621.00
12.36% $697.76
8.39%
MNDY
MONDAYCOM LTD
-15.46%
-64,088
-2.25%
$277.77
38.27% $171.46
12.30%
IAC
IAC INTERACTIVECORP NEW
-32.64%
-765,407
-5.20%
$53.82
34.30% $35.36
10.74%
HLT
HILTON WORLDWIDE HOLDINGS IN
-36.87%
-169,001
-4.92%
$230.50
16.79% $269.19
8.43%
44 of 179

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.