Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $792.38M≈ (+$65M≈)
- Previous value:
- $727.74M≈
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
ShawSpring Partners has disclosed a total of 10 changes to the portfolio in the (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 did Dennis Hong buy in 2025 Q2?
In the 2025 Q2 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) MONDAY.COM LTD (reduced shares -25.74%).
10 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Okta Inc
|
new
|
+954,293
|
954,293
|
+12.04%
|
$99.97
|
+43.62%($143.58)
|
12.04%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Vertex
|
+45.35%
|
+222,283
|
712,445
|
+0.99%
|
$35.34
|
-62.60%($13.22)
|
3.18%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
CoStar Group Inc
|
+18.09%
|
+207,758
|
1,356,060
|
+2.11%
|
$80.40
|
-62.61%($30.06)
|
13.76%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
Procore Technologies Inc
|
+8.65%
|
+124,282
|
1,561,613
|
+1.07%
|
$68.42
|
-20.05%($54.70)
|
13.48%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
Braze Inc
|
+6.16%
|
+146,214
|
2,519,600
|
+0.52%
|
$28.10
|
-8.58%($25.69)
|
8.94%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
Shift4 Payments Inc
|
-13.37%
|
-120,152
|
778,722
|
-1.64%
|
$99.11
|
-45.30%($54.21)
|
9.74%
|
2024 Q1
|
≈ 1.50 years
|
|
|
|
Intuit Inc
|
-16.84%
|
-28,113
|
138,823
|
-3.04%
|
$787.63
|
-59.19%($321.43)
|
13.80%
|
2022 Q3
|
≈ 3.00 years
|
|
|
|
nCino Inc
|
-20.92%
|
-764,152
|
2,887,766
|
-2.94%
|
$27.97
|
-31.61%($19.13)
|
10.19%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
MONDAY.COM LTD
|
-25.74%
|
-97,499
|
281,212
|
-4.21%
|
$314.48
|
-71.79%($88.72)
|
11.16%
|
2024 Q1
|
≈ 1.50 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-100%
|
-179,612
|
0
|
-5.62%
|
$227.55
|
+37.75%($313.46)
|
0.00%
|
2022 Q2
|
≈ 3.00 years
|
|
* 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.