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 (5 results)
MNDY
MONDAYCOM LTD
0.00%
0
0.00%
$243.16
3.04% $250.54
12.65%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-7.31%
-50,320
-0.80%
$81.71
24.76% $101.94
10.09%
HLT
HILTON WORLDWIDE HOLDINGS IN
-42.88%
-134,825
-4.22%
$227.55
14.63% $260.84
5.62%
IAC
IAC INTERACTIVECORP NEW
-100.00%
-1,490,081
-8.83%
$43.14
9.99% $38.83
0.00%
SE
SEA LTD-ADR
-100.00%
-263,474
-4.60%
$106.10
45.34% $154.21
0.00%
2024 Q4 (7 results)
NCNO
NCINO INC
-0.94%
-24,831
-0.11%
$33.58
19.15% $27.15
11.69%
IAC
IAC INTERACTIVECORP NEW
-5.69%
-89,847
-0.51%
$43.14
9.99% $38.83
0.00%
PCOR
PROCORE TECHNOLOGIES INC
-16.75%
-240,883
-2.39%
$74.93
17.20% $62.04
11.88%
INTU
INTUIT INC
-19.84%
-21,224
-1.77%
$628.50
23.49% $776.15
7.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-26.53%
-350,131
-4.81%
$103.78
1.77% $101.94
13.33%
SE
SEA LTD-ADR
-66.55%
-524,080
-8.82%
$106.10
45.34% $154.21
0.00%
CPNG
COUPANG INC
-100.00%
-2,607,744
-9.64%
$24.55
17.07% $28.74
0.00%
2024 Q3 (7 results)
BLND
BLEND LABS INC-A
-1.28%
-86,154
-0.04%
$3.75
5.07% $3.56
3.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-5.89%
-82,554
-0.92%
$88.60
15.06% $101.94
14.77%
CPNG
COUPANG INC
-7.70%
-217,459
-0.77%
$24.55
17.07% $28.74
0.00%
INTU
INTUIT INC
-14.56%
-15,764
-1.43%
$621.00
24.98% $776.15
8.39%
MNDY
MONDAYCOM LTD
-15.46%
-64,088
-2.25%
$277.77
9.80% $250.54
12.30%
IAC
IAC INTERACTIVECORP NEW
-32.64%
-765,407
-5.20%
$53.82
27.85% $38.83
10.74%
HLT
HILTON WORLDWIDE HOLDINGS IN
-36.87%
-169,001
-4.92%
$230.50
13.16% $260.84
8.43%
2024 Q2 (7 results)
INTU
INTUIT INC
-4.57%
-5,992
-0.57%
$657.21
18.10% $776.15
11.87%
MNDY
MONDAYCOM LTD
-4.88%
-14,469
-0.74%
$240.76
4.06% $250.54
14.40%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-12.15%
-193,988
-2.05%
$73.35
38.98% $101.94
14.84%
HLT
HILTON WORLDWIDE HOLDINGS IN
-19.68%
-78,040
-3.53%
$218.20
19.54% $260.84
14.43%
IAC
IAC INTERACTIVECORP NEW
-24.02%
-741,531
-5.01%
$46.85
17.12% $38.83
15.85%
CPNG
COUPANG INC
-34.96%
-1,725,574
-5.21%
$20.95
37.18% $28.74
9.70%
SE
SEA LTD-ADR
-55.10%
-692,604
-10.73%
$71.42
115.92% $154.21
8.74%
2024 Q1 (5 results)
HLT
HILTON WORLDWIDE HOLDINGS IN
-2.98%
-17,513
-0.48%
$213.31
22.28% $260.84
15.63%
INTU
INTUIT INC
-11.12%
-12,306
-1.37%
$650.00
19.41% $776.15
10.95%
IAC
IAC INTERACTIVECORP NEW
-13.93%
-499,739
-3.42%
$53.34
27.20% $38.83
21.15%
CPNG
COUPANG INC
-21.79%
-1,051,996
-3.14%
$17.79
61.55% $28.74
11.28%
SE
SEA LTD-ADR
-30.13%
-815,007
-5.62%
$53.71
187.12% $154.21
13.04%
2023 Q4 (5 results)
IAC
IAC INTERACTIVECORP NEW
-2.50%
-91,992
-0.79%
$52.38
25.87% $38.83
30.84%
HLT
HILTON WORLDWIDE HOLDINGS IN
-2.78%
-16,844
-0.50%
$182.09
43.25% $260.84
17.58%
INTU
INTUIT INC
-2.91%
-3,275
-0.45%
$625.03
24.18% $776.15
15.14%
CPNG
COUPANG INC
-13.16%
-722,111
-2.54%
$16.19
77.52% $28.74
16.77%
BLND
BLEND LABS INC-A
-15.26%
-720,385
-0.30%
$2.55
39.61% $3.56
1.67%
2023 Q3 (5 results)
IAC
IAC INTERACTIVECORP NEW
-12.02%
-502,802
-4.24%
$50.39
22.94% $38.83
31.03%
HLT
HILTON WORLDWIDE HOLDINGS IN
-15.71%
-111,627
-2.83%
$150.18
73.68% $260.84
15.21%
INTU
INTUIT INC
-17.74%
-32,783
-2.80%
$510.94
51.91% $776.15
13.00%
CPNG
COUPANG INC
-23.33%
-2,211,072
-6.29%
$17.00
69.06% $28.74
20.68%
BLND
BLEND LABS INC-A
-58.00%
-6,520,188
-1.50%
$1.37
159.85% $3.56
1.08%
2023 Q2 (4 results)
SE
SEA LTD-ADR
-0.26%
-4,779
-0.04%
$58.04
165.70% $154.21
14.54%
IAC
IAC INTERACTIVECORP NEW
-2.07%
-69,832
-0.76%
$62.80
38.17% $38.83
35.78%
INTU
INTUIT INC
-11.33%
-23,607
-1.47%
$458.19
69.39% $776.15
11.53%
SNOW
SNOWFLAKE INC-CLASS A
-100.00%
-249,626
-5.25%
$154.29
32.88% $205.02
0.00%
2023 Q1 (2 results)
SNOW
SNOWFLAKE INC-CLASS A
-22.50%
-72,456
-1.47%
$154.29
32.88% $205.02
0.00%
SE
SEA LTD-ADR
-32.56%
-827,678
-10.15%
$86.55
78.17% $154.21
21.02%
2022 Q4 (2 results)
INTU
INTUIT INC
-5.76%
-11,938
-0.74%
$389.22
99.41% $776.15
12.08%
HLT
HILTON WORLDWIDE HOLDINGS IN
-46.58%
-542,942
-10.90%
$126.36
106.43% $260.84
12.50%
2022 Q3 (1 result)
CPNG
COUPANG INC
-8.24%
-555,592
-1.29%
$16.67
72.41% $28.74
14.31%
50 of 82

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.