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%).

History
Ticker
Stock
%
Activity
Share
Change
% 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
1.51% $34.48
2.36%
INTU
INTUIT INC
+94.73%
+81,208
+6.85%
$613.99
21.81% $747.90
14.08%
BRZE
BRAZE INC-A
+58.18%
+872,973
+4.33%
$36.08
26.64% $26.47
11.77%
NCNO
NCINO INC
+38.92%
+1,023,062
+3.86%
$27.47
4.91% $28.82
13.78%
CSGP
COSTAR GROUP INC
+26.21%
+238,499
+2.60%
$79.23
7.83% $85.43
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
8.41% $71.57
13.04%
MNDY
MONDAYCOM LTD
-0.00%
-1
-0.00%
$243.16
17.05% $284.61
12.65%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-7.31%
-70,874
-0.80%
$81.71
23.52% $100.93
10.09%
HLT
HILTON WORLDWIDE HOLDINGS IN
-42.88%
-134,825
-4.22%
$227.55
21.87% $277.31
5.62%
IAC
IAC INTERACTIVECORP NEW
-100.00%
-1,490,081
-8.83%
$43.14
5.89% $40.60
0.00%
SE
SEA LTD-ADR
-100.00%
-315,538
-4.60%
$106.10
39.74% $148.26
0.00%
2024 Q4 (12 results)
BRZE
BRAZE INC-A
buy
+1,500,413
+8.32%
$41.88
36.80% $26.47
8.32%
CSGP
COSTAR GROUP INC
buy
+909,803
+8.63%
$71.59
19.33% $85.43
8.63%
HLT
HILTON WORLDWIDE HOLDINGS IN
+8.64%
+25,017
+0.82%
$247.16
12.20% $277.31
10.29%
MNDY
MONDAYCOM LTD
+8.04%
+28,182
+0.88%
$235.44
20.88% $284.61
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
14.18% $28.82
11.69%
IAC
IAC INTERACTIVECORP NEW
-5.69%
-89,847
-0.51%
$43.14
5.89% $40.60
0.00%
PCOR
PROCORE TECHNOLOGIES INC
-16.75%
-240,883
-2.39%
$74.93
4.48% $71.57
11.88%
INTU
INTUIT INC
-19.84%
-21,224
-1.77%
$628.50
19.00% $747.90
7.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-26.53%
-350,131
-4.81%
$103.78
2.75% $100.93
13.33%
SE
SEA LTD-ADR
-66.55%
-627,641
-8.82%
$106.10
39.74% $148.26
0.00%
CPNG
COUPANG INC
-100.00%
-2,963,346
-9.64%
$24.55
22.53% $30.08
0.00%
2024 Q3 (10 results)
PCOR
PROCORE TECHNOLOGIES INC
+493.25%
+1,195,675
+9.32%
$61.72
15.96% $71.57
11.21%
NCNO
NCINO INC
+115.86%
+1,424,349
+5.68%
$31.59
8.77% $28.82
10.59%
SE
SEA LTD-ADR
+11.12%
+94,382
+1.12%
$94.28
57.25% $148.26
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
13.92% $100.93
14.77%
CPNG
COUPANG INC
-7.70%
-247,113
-0.77%
$24.55
22.53% $30.08
0.00%
INTU
INTUIT INC
-14.56%
-18,225
-1.43%
$621.00
20.43% $747.90
8.39%
MNDY
MONDAYCOM LTD
-15.46%
-64,088
-2.25%
$277.77
2.46% $284.61
12.30%
IAC
IAC INTERACTIVECORP NEW
-32.64%
-765,407
-5.20%
$53.82
24.56% $40.60
10.74%
HLT
HILTON WORLDWIDE HOLDINGS IN
-36.87%
-169,001
-4.92%
$230.50
20.31% $277.31
8.43%
2024 Q2 (10 results)
NCNO
NCINO INC
buy
+1,229,338
+5.58%
$31.45
8.36% $28.82
5.58%
PCOR
PROCORE TECHNOLOGIES INC
buy
+242,407
+2.32%
$66.31
7.93% $71.57
2.32%
BLND
BLEND LABS INC-A
+58.74%
+2,485,283
+0.85%
$2.36
47.03% $3.47
2.29%
INTU
INTUIT INC
-4.57%
-5,992
-0.57%
$657.21
13.80% $747.90
11.87%
MNDY
MONDAYCOM LTD
-4.88%
-21,278
-0.74%
$240.76
18.21% $284.61
14.40%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-12.15%
-193,988
-2.05%
$73.35
37.60% $100.93
14.84%
HLT
HILTON WORLDWIDE HOLDINGS IN
-19.68%
-112,288
-3.53%
$218.20
27.09% $277.31
14.43%
IAC
IAC INTERACTIVECORP NEW
-24.02%
-741,531
-5.01%
$46.85
13.34% $40.60
15.85%
CPNG
COUPANG INC
-34.96%
-1,725,574
-5.21%
$20.95
43.58% $30.08
9.70%
SE
SEA LTD-ADR
-55.10%
-1,041,510
-10.73%
$71.42
107.59% $148.26
8.74%
44 of 169

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.