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 (12 results)
VERX
VERTEX INC - CLASS A
buy
+490,162
+2.36%
$35.01
19.59% $41.87
2.36%
INTU
INTUIT INC
+94.73%
+81,208
+6.85%
$613.99
24.86% $766.64
14.08%
BRZE
BRAZE INC-A
+58.18%
+872,973
+4.33%
$36.08
0.06% $36.10
11.77%
NCNO
NCINO INC
+38.92%
+1,023,062
+3.86%
$27.47
0.55% $27.32
13.78%
CSGP
COSTAR GROUP INC
+26.21%
+176,489
+2.60%
$79.23
1.30% $78.20
12.50%
BLND
BLEND LABS INC-A
+25.88%
+1,831,874
+0.84%
$3.35
11.04% $3.72
4.10%
PCOR
PROCORE TECHNOLOGIES INC
+20.06%
+240,132
+2.18%
$66.02
2.97% $67.98
13.04%
MNDY
MONDAYCOM LTD
0.00%
0
0.00%
$243.16
25.43% $305.00
12.65%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-7.31%
-50,320
-0.80%
$81.71
15.27% $94.19
10.09%
HLT
HILTON WORLDWIDE HOLDINGS IN
-42.88%
-134,825
-4.22%
$227.55
9.19% $248.47
5.62%
SE
SEA LTD-ADR
-100.00%
-263,474
-4.60%
$106.10
60.60% $170.40
0.00%
IAC
IAC INTERACTIVECORP NEW
-100.00%
-1,490,081
-8.83%
$43.14
15.92% $36.27
0.00%
2024 Q4 (12 results)
CSGP
COSTAR GROUP INC
buy
+909,803
+8.63%
$71.59
9.23% $78.20
8.63%
BRZE
BRAZE INC-A
buy
+1,500,413
+8.32%
$41.88
13.80% $36.10
8.32%
HLT
HILTON WORLDWIDE HOLDINGS IN
+8.64%
+21,639
+0.82%
$247.16
0.53% $248.47
10.29%
MNDY
MONDAYCOM LTD
+8.04%
+23,954
+0.88%
$235.44
29.54% $305.00
11.81%
BLND
BLEND LABS INC-A
+6.77%
+395,274
+0.25%
$4.21
11.64% $3.72
3.95%
NCNO
NCINO INC
-0.94%
-24,831
-0.11%
$33.58
18.64% $27.32
11.69%
IAC
IAC INTERACTIVECORP NEW
-5.69%
-89,847
-0.51%
$43.14
15.92% $36.27
0.00%
PCOR
PROCORE TECHNOLOGIES INC
-16.75%
-240,883
-2.39%
$74.93
9.28% $67.98
11.88%
INTU
INTUIT INC
-19.84%
-21,224
-1.77%
$628.50
21.98% $766.64
7.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-26.53%
-350,131
-4.81%
$103.78
9.24% $94.19
13.33%
SE
SEA LTD-ADR
-66.55%
-524,080
-8.82%
$106.10
60.60% $170.40
0.00%
CPNG
COUPANG INC
-100.00%
-2,607,744
-9.64%
$24.55
16.25% $28.54
0.00%
2024 Q3 (10 results)
PCOR
PROCORE TECHNOLOGIES INC
+493.25%
+1,016,323
+9.32%
$61.72
10.14% $67.98
11.21%
NCNO
NCINO INC
+115.86%
+1,424,349
+5.68%
$31.59
13.52% $27.32
10.59%
SE
SEA LTD-ADR
+11.12%
+94,382
+1.12%
$94.28
80.74% $170.40
11.23%
BLND
BLEND LABS INC-A
-1.28%
-86,154
-0.04%
$3.75
0.80% $3.72
3.14%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-5.89%
-82,554
-0.92%
$88.60
6.31% $94.19
14.77%
CPNG
COUPANG INC
-7.70%
-217,459
-0.77%
$24.55
16.25% $28.54
0.00%
INTU
INTUIT INC
-14.56%
-15,764
-1.43%
$621.00
23.45% $766.64
8.39%
MNDY
MONDAYCOM LTD
-15.46%
-64,088
-2.25%
$277.77
9.80% $305.00
12.30%
IAC
IAC INTERACTIVECORP NEW
-32.64%
-765,407
-5.20%
$53.82
32.61% $36.27
10.74%
HLT
HILTON WORLDWIDE HOLDINGS IN
-36.87%
-169,001
-4.92%
$230.50
7.80% $248.47
8.43%
2024 Q2 (10 results)
NCNO
NCINO INC
buy
+1,229,338
+5.58%
$31.45
13.13% $27.32
5.58%
PCOR
PROCORE TECHNOLOGIES INC
buy
+242,407
+2.32%
$66.31
2.52% $67.98
2.32%
BLND
BLEND LABS INC-A
+58.74%
+2,485,283
+0.85%
$2.36
57.63% $3.72
2.29%
INTU
INTUIT INC
-4.57%
-5,992
-0.57%
$657.21
16.65% $766.64
11.87%
MNDY
MONDAYCOM LTD
-4.88%
-14,469
-0.74%
$240.76
26.68% $305.00
14.40%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-12.15%
-193,988
-2.05%
$73.35
28.41% $94.19
14.84%
HLT
HILTON WORLDWIDE HOLDINGS IN
-19.68%
-78,040
-3.53%
$218.20
13.87% $248.47
14.43%
IAC
IAC INTERACTIVECORP NEW
-24.02%
-741,531
-5.01%
$46.85
22.58% $36.27
15.85%
CPNG
COUPANG INC
-34.96%
-1,725,574
-5.21%
$20.95
36.23% $28.54
9.70%
SE
SEA LTD-ADR
-55.10%
-692,604
-10.73%
$71.42
138.59% $170.40
8.74%
44 of 169

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.