Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $754.92M≈ (-$37M≈)
- Previous value:
- $791.59M≈
- # of changes:
- 12
- New positions:
- 2
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 13 Feb 2025
ShawSpring Partners has disclosed a total of 12 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).
What stocks did Dennis Hong buy in 2024 Q4?
In the 2024 Q4 report(s) the following changes have been made to the top investments: (FOUR) Shift4 Payments Inc (reduced shares -26.53%), (PCOR) Procore Technologies Inc (reduced shares -16.75%), (MNDY) MONDAY.COM LTD (added shares +8.04%), (NCNO) nCino Inc (reduced shares -0.94%) and (HLT) Hilton Worldwide Holdings Inc (added shares +8.64%).
12 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Braze Inc
|
new
|
+1,500,413
|
1,500,413
|
+8.32%
|
$41.88
|
-38.66%($25.69)
|
8.32%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
CoStar Group Inc
|
new
|
+909,803
|
909,803
|
+8.63%
|
$71.59
|
-58.01%($30.06)
|
8.63%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
+8.64%
|
+25,017
|
314,437
|
+0.82%
|
$247.16
|
+26.82%($313.46)
|
10.29%
|
2022 Q2
|
≈ 2.75 years
|
|
|
|
MONDAY.COM LTD
|
+8.04%
|
+28,182
|
378,712
|
+0.88%
|
$235.44
|
-62.32%($88.72)
|
11.81%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
Blend Labs Inc
|
+6.77%
|
+449,175
|
7,079,165
|
+0.25%
|
$4.21
|
-55.70%($1.86)
|
3.95%
|
2022 Q1
|
≈ 3.00 years
|
|
|
|
nCino Inc
|
-0.94%
|
-24,831
|
2,628,856
|
-0.11%
|
$33.58
|
-43.03%($19.13)
|
11.69%
|
2024 Q2
|
≈ 0.75 years
|
|
|
|
IAC/INTERACTIVECORP
|
-5.69%
|
-109,523.49
|
1,816,408.74
|
-0.49%
|
$35.39
|
+20.76%($42.74)
|
8.52%
|
2018 Q4
|
≈ 6.25 years
|
|
|
|
Procore Technologies Inc
|
-16.75%
|
-240,883
|
1,197,199
|
-2.28%
|
$74.93
|
-27.00%($54.70)
|
11.88%
|
2024 Q2
|
≈ 0.75 years
|
|
|
|
Intuit Inc
|
-19.84%
|
-21,224
|
85,728
|
-1.69%
|
$628.50
|
-48.86%($321.43)
|
7.14%
|
2022 Q3
|
≈ 2.50 years
|
|
|
|
Shift4 Payments Inc
|
-26.53%
|
-350,131
|
969,748
|
-4.59%
|
$103.78
|
-47.76%($54.21)
|
13.33%
|
2024 Q1
|
≈ 1.00 year
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.