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
2024 Q1 (8 results)
FOUR
SHIFT4 PAYMENTS INC-CLASS A
buy
+1,173,369
+13.55%
$66.07
42.56% $94.19
13.55%
MNDY
MONDAYCOM LTD
buy
+435,896
+12.64%
$225.87
35.03% $305.00
12.64%
BLND
BLEND LABS INC-A
+5.75%
+230,092
+0.10%
$3.25
14.46% $3.72
1.77%
HLT
HILTON WORLDWIDE HOLDINGS IN
-2.98%
-17,513
-0.48%
$213.31
16.48% $248.47
15.63%
INTU
INTUIT INC
-11.12%
-12,306
-1.37%
$650.00
17.94% $766.64
10.95%
IAC
IAC INTERACTIVECORP NEW
-13.93%
-499,739
-3.42%
$53.34
32.00% $36.27
21.15%
CPNG
COUPANG INC
-21.79%
-1,051,996
-3.14%
$17.79
60.43% $28.54
11.28%
SE
SEA LTD-ADR
-30.13%
-815,007
-5.62%
$53.71
217.26% $170.40
13.04%
2023 Q4 (6 results)
SE
SEA LTD-ADR
+4.83%
+124,732
+0.83%
$40.50
320.74% $170.40
17.99%
IAC
IAC INTERACTIVECORP NEW
-2.50%
-91,992
-0.79%
$52.38
30.76% $36.27
30.84%
HLT
HILTON WORLDWIDE HOLDINGS IN
-2.78%
-16,844
-0.50%
$182.09
36.45% $248.47
17.58%
INTU
INTUIT INC
-2.91%
-3,275
-0.45%
$625.03
22.66% $766.64
15.14%
CPNG
COUPANG INC
-13.16%
-722,111
-2.54%
$16.19
76.28% $28.54
16.77%
BLND
BLEND LABS INC-A
-15.26%
-720,385
-0.30%
$2.55
45.88% $3.72
1.67%
2023 Q3 (6 results)
SE
SEA LTD-ADR
+40.38%
+723,735
+5.46%
$43.95
287.71% $170.40
18.99%
IAC
IAC INTERACTIVECORP NEW
-12.02%
-502,802
-4.24%
$50.39
28.02% $36.27
31.03%
HLT
HILTON WORLDWIDE HOLDINGS IN
-15.71%
-111,627
-2.83%
$150.18
65.45% $248.47
15.21%
INTU
INTUIT INC
-17.74%
-32,783
-2.80%
$510.94
50.05% $766.64
13.00%
CPNG
COUPANG INC
-23.33%
-2,211,072
-6.29%
$17.00
67.88% $28.54
20.68%
BLND
BLEND LABS INC-A
-58.00%
-6,520,188
-1.50%
$1.37
171.53% $3.72
1.08%
2023 Q2 (7 results)
BLND
BLEND LABS INC-A
+8.23%
+688,501
+0.11%
$0.95
292.74% $3.72
1.45%
HLT
HILTON WORLDWIDE HOLDINGS IN
+8.15%
+54,108
+1.07%
$145.55
70.71% $248.47
14.23%
CPNG
COUPANG INC
+5.43%
+488,455
+1.16%
$17.40
64.02% $28.54
22.47%
SE
SEA LTD-ADR
-0.26%
-4,779
-0.04%
$58.04
193.59% $170.40
14.54%
IAC
IAC INTERACTIVECORP NEW
-2.07%
-69,832
-0.76%
$62.80
42.25% $36.27
35.78%
INTU
INTUIT INC
-11.33%
-23,607
-1.47%
$458.19
67.32% $766.64
11.53%
SNOW
SNOWFLAKE INC-CLASS A
-100.00%
-249,626
-5.25%
$154.29
36.17% $210.10
0.00%
2023 Q1 (7 results)
CPNG
COUPANG INC
+42.06%
+2,515,567
+5.61%
$16.00
78.38% $28.54
18.95%
INTU
INTUIT INC
+6.66%
+13,012
+0.76%
$445.83
71.96% $766.64
12.24%
HLT
HILTON WORLDWIDE HOLDINGS IN
+6.59%
+41,033
+0.76%
$140.87
76.38% $248.47
12.32%
IAC
IAC INTERACTIVECORP NEW
+5.90%
+238,046
+1.62%
$51.60
29.71% $36.27
29.03%
BLND
BLEND LABS INC-A
+4.61%
+439,583
+0.06%
$1.00
273.42% $3.72
1.36%
SNOW
SNOWFLAKE INC-CLASS A
-22.50%
-72,456
-1.47%
$154.29
36.17% $210.10
0.00%
SE
SEA LTD-ADR
-32.56%
-827,678
-10.15%
$86.55
96.88% $170.40
21.02%
2022 Q4 (7 results)
SNOW
SNOWFLAKE INC-CLASS A
+17.22%
+39,514
+1.08%
$143.54
46.37% $210.10
7.34%
IAC
IAC INTERACTIVECORP NEW
+15.16%
+451,074
+3.74%
$44.40
18.31% $36.27
28.43%
SE
SEA LTD-ADR
+13.32%
+321,247
+2.65%
$52.03
227.50% $170.40
22.59%
BLND
BLEND LABS INC-A
+5.99%
+485,686
+0.13%
$1.44
158.33% $3.72
2.27%
CPNG
COUPANG INC
+2.31%
+142,800
+0.33%
$14.71
94.02% $28.54
14.79%
INTU
INTUIT INC
-5.76%
-11,938
-0.74%
$389.22
96.97% $766.64
12.08%
HLT
HILTON WORLDWIDE HOLDINGS IN
-46.58%
-542,942
-10.90%
$126.36
96.64% $248.47
12.50%
2022 Q3 (7 results)
INTU
INTUIT INC
buy
+207,319
+11.15%
$387.32
97.93% $766.64
11.15%
HLT
HILTON WORLDWIDE HOLDINGS IN
+114.34%
+506,764
+10.41%
$120.62
105.99% $248.47
19.51%
SE
SEA LTD-ADR
+23.83%
+385,274
+3.61%
$56.05
204.01% $170.40
18.76%
IAC
IAC INTERACTIVECORP NEW
+14.09%
+432,444
+3.32%
$55.38
34.51% $36.27
26.91%
SNOW
SNOWFLAKE INC-CLASS A
+9.90%
+24,759
+0.58%
$169.96
23.62% $210.10
6.48%
BLND
BLEND LABS INC-A
+9.76%
+832,642
+0.26%
$2.21
68.33% $3.72
2.87%
CPNG
COUPANG INC
-8.24%
-555,592
-1.29%
$16.67
71.21% $28.54
14.31%
48 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.