Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $672.60M≈ (-$120M≈)
- Previous value:
- $792.38M≈
- # of changes:
- 11
- New positions:
- 1
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 13 Nov 2025
ShawSpring Partners has disclosed a total of 11 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 5, bought 1 totally new and decreased the number of shares of 5 position(s).
What stocks did Dennis Hong buy in 2025 Q3?
During 2025 Q3 Dennis Hong has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (FOUR) Shift4 Payments Inc (added shares +60.70%), (OKTA) Okta Inc (added shares +3.79%), (MNDY) MONDAY.COM LTD (added shares +33.07%), (BLND) Blend Labs Inc (added shares +10.43%) and (VERX) Vertex (added shares +51.79%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (FOUR) Shift4 Payments Inc (added shares +60.70%), (OKTA) Okta Inc (added shares +3.79%), (PCOR) Procore Technologies Inc (reduced shares -30.97%), (INTU) Intuit Inc (reduced shares -17.62%) and (CSGP) CoStar Group Inc (reduced shares -33.92%).
11 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Liberty Media Corp Series C Liberty Formula One
|
new
|
+217,523
|
217,523
|
+3.38%
|
$104.45
|
-6.24%($97.93)
|
3.38%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Shift4 Payments Inc
|
+60.70%
|
+472,652
|
1,251,374
|
+5.44%
|
$77.40
|
-29.96%($54.21)
|
14.40%
|
2024 Q1
|
≈ 1.75 years
|
|
|
|
Vertex
|
+51.79%
|
+369,001
|
1,081,446
|
+1.36%
|
$24.79
|
-46.69%($13.22)
|
3.99%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
MONDAY.COM LTD
|
+33.07%
|
+93,009
|
374,221
|
+2.68%
|
$193.69
|
-54.20%($88.72)
|
10.78%
|
2024 Q1
|
≈ 1.75 years
|
|
|
|
Blend Labs Inc
|
+10.43%
|
+929,566
|
9,840,605
|
+0.5%
|
$3.65
|
-48.90%($1.86)
|
5.34%
|
2022 Q1
|
≈ 3.75 years
|
|
|
|
Okta Inc
|
+3.79%
|
+36,193
|
990,486
|
+0.49%
|
$91.70
|
+56.57%($143.58)
|
13.50%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Intuit Inc
|
-17.62%
|
-24,454
|
114,369
|
-2.11%
|
$682.91
|
-52.93%($321.43)
|
11.61%
|
2022 Q3
|
≈ 3.25 years
|
|
|
|
Braze Inc
|
-26.65%
|
-671,356
|
1,848,244
|
-2.41%
|
$28.44
|
-9.67%($25.69)
|
7.82%
|
2024 Q4
|
≈ 1.00 year
|
|
|
|
Procore Technologies Inc
|
-30.97%
|
-483,700
|
1,077,913
|
-4.45%
|
$72.92
|
-24.99%($54.70)
|
11.69%
|
2024 Q2
|
≈ 1.50 years
|
|
|
|
CoStar Group Inc
|
-33.92%
|
-460,026
|
896,034
|
-4.9%
|
$84.37
|
-64.37%($30.06)
|
11.24%
|
2024 Q4
|
≈ 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.