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%).

2025 Q1 (1 result)
VERX
buy
+490,162
+2.36%
$35.01
13.02% $39.57
2.36%
2024 Q4 (2 results)
BRZE
buy
+1,500,413
+8.32%
$41.88
12.13% $36.80
8.32%
CSGP
buy
+909,803
+8.63%
$71.59
2.75% $73.56
8.63%
2024 Q2 (2 results)
NCNO
buy
+1,229,338
+5.58%
$31.45
16.38% $26.30
5.58%
PCOR
buy
+242,407
+2.32%
$66.31
1.30% $67.17
2.32%
2024 Q1 (2 results)
MNDY
buy
+435,896
+12.64%
$225.87
31.71% $297.49
12.64%
FOUR
buy
+1,173,369
+13.55%
$66.07
43.47% $94.79
13.55%
2022 Q3 (1 result)
INTU
buy
+207,319
+11.15%
$387.32
94.53% $753.47
11.15%
2022 Q2 (2 results)
HLT
buy
+486,723
+10.73%
$111.44
122.94% $248.44
10.73%
SNOW
buy
+250,000
+6.16%
$139.06
47.90% $205.67
6.16%
2022 Q1 (2 results)
BLND
buy
+4,436,861
+5.90%
$5.70
35.79% $3.66
5.90%
CPNG
buy
+7,040,110
+17.12%
$17.68
58.65% $28.05
17.12%
2021 Q2 (2 results)
IAC
buy
+1,896,715
+27.78%
$154.17
76.68% $35.96
27.78%
VMEO
buy
+1,768,705
+12.67%
$49.00
91.10% $4.36
12.67%
2020 Q3 (2 results)
IAC
buy
+825,763
+20.10%
$119.78
69.98% $35.96
20.10%
MTCH
buy
+576,541
+17.52%
$110.65
72.94% $29.94
17.52%
2020 Q2 (1 result)
SQ
buy
+815,152
+19.16%
$104.94
20.47% $83.46
19.16%
2019 Q2 (1 result)
ANGI
buy
+125,443
+9.56%
$130.10
87.97% $15.65
9.56%
2019 Q1 (1 result)
SE
buy
+1,232,375
+18.23%
$23.52
581.83% $160.37
18.23%
19 of 19

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.