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
2022 Q2 (6 results)
SNOW
SNOWFLAKE INC-CLASS A
buy
+250,000
+6.16%
$139.06
51.09% $210.10
6.16%
HLT
HILTON WORLDWIDE HOLDINGS IN
buy
+486,723
+10.73%
$111.44
122.96% $248.47
10.73%
BLND
BLEND LABS INC-A
+13.48%
+1,013,929
+0.42%
$2.36
57.63% $3.72
3.57%
SE
SEA LTD-ADR
+2.80%
+48,283
+0.63%
$66.86
154.86% $170.40
23.06%
CPNG
COUPANG INC
-4.25%
-299,046
-0.68%
$12.75
123.84% $28.54
15.22%
IAC
IAC INTERACTIVECORP NEW
-7.47%
-247,598
-3.33%
$75.97
52.26% $36.27
41.28%
2022 Q1 (6 results)
BLND
BLEND LABS INC-A
buy
+4,436,861
+5.90%
$5.70
34.74% $3.72
5.90%
CPNG
COUPANG INC
buy
+7,040,110
+17.12%
$17.68
61.43% $28.54
17.12%
SE
SEA LTD-ADR
+103.79%
+964,890
+15.90%
$119.79
42.25% $170.40
31.22%
IAC
IAC INTERACTIVECORP NEW
-11.51%
-431,547
-5.95%
$100.28
63.83% $36.27
45.75%
ANGI
ANGI INC
-100.00%
-279,112
-5.70%
$92.10
81.97% $16.61
0.00%
SQ
SQUARE INC - A
-100.00%
-268,160
-9.85%
$161.48
48.32% $83.46
0.00%
2021 Q4 (5 results)
IAC
IAC INTERACTIVECORP NEW
+28.93%
+840,902
+13.55%
$130.71
72.25% $36.27
60.41%
ANGI
ANGI INC
+8.92%
+22,859
+0.42%
$92.10
81.97% $16.61
0.00%
SE
SEA LTD-ADR
+0.41%
+3,750
+0.10%
$223.75
23.84% $170.40
25.65%
SQ
SQUARE INC - A
-27.38%
-101,095
-3.33%
$161.48
48.32% $83.46
0.00%
VMEO
VIMEO INC
-100.00%
-2,952,085
-10.69%
$29.37
84.64% $4.51
0.00%
2021 Q3 (6 results)
IAC
IAC INTERACTIVECORP NEW
+53.26%
+1,010,157
+13.73%
$130.29
72.16% $36.27
39.51%
VMEO
VIMEO INC
+8.49%
+230,999
+0.71%
$29.37
84.64% $4.51
0.00%
ANGI
ANGI INC
+2.84%
+11,400
+0.15%
$123.40
86.54% $16.61
5.32%
SQ
SQUARE INC - A
-8.34%
-55,500
-1.39%
$239.74
65.19% $83.46
15.27%
SE
SEA LTD-ADR
-26.97%
-217,178
-11.40%
$319.43
46.65% $170.40
30.86%
MTCH
MATCH GROUP INC
-100.00%
-255,999
-6.48%
$161.25
80.47% $31.50
0.00%
2021 Q2 (7 results)
IAC
IAC INTERACTIVECORP NEW
buy
+1,896,715
+27.78%
$154.17
76.47% $36.27
27.78%
VMEO
VIMEO INC
buy
+1,768,705
+12.67%
$49.00
90.80% $4.51
12.67%
ANGI
ANGI INC
+17.07%
+58,600
+0.75%
$135.20
87.71% $16.61
5.16%
SQ
SQUARE INC - A
+16.34%
+93,500
+2.16%
$243.63
65.74% $83.46
15.41%
SE
SEA LTD-ADR
+16.12%
+176,000
+4.59%
$274.54
37.93% $170.40
33.07%
MTCH
MATCH GROUP INC
-41.24%
-179,648
-4.14%
$161.25
80.47% $31.50
0.00%
IAC
IAC/INTERACTIVECORP
-100.00%
-944,003
-27.92%
$216.31
83.23% $36.27
0.00%
2021 Q1 (5 results)
IAC
IAC/INTERACTIVECORP
+32.57%
+231,912
+9.00%
$216.31
83.23% $36.27
0.00%
ANGI
ANGI INC
+17.04%
+49,985
+0.81%
$130.00
87.22% $16.61
5.56%
SQ
SQUARE INC - A
+14.99%
+50,727
+2.11%
$227.05
63.24% $83.46
16.20%
SE
SEA LTD-ADR
-13.17%
-165,629
-4.61%
$223.23
23.67% $170.40
30.39%
MTCH
MATCH GROUP INC
-15.42%
-119,446
-2.05%
$137.38
77.07% $31.50
11.22%
2020 Q4 (5 results)
IAC
IAC/INTERACTIVECORP
+24.08%
+198,828
+5.31%
$189.35
80.84% $36.27
27.38%
ANGI
ANGI INC
+8.12%
+15,963
+0.41%
$132.00
87.42% $16.61
5.47%
SE
SEA LTD-ADR
+4.50%
+38,449
+1.52%
$199.05
14.39% $170.40
35.33%
MTCH
MATCH GROUP INC
-0.58%
-4,554
-0.10%
$151.19
79.17% $31.50
16.53%
SQ
SQUARE INC - A
-11.61%
-65,359
-2.01%
$217.64
61.65% $83.46
15.29%
2020 Q3 (8 results)
IAC
IAC/INTERACTIVECORP
buy
+825,763
+20.10%
$119.78
69.72% $36.27
20.10%
MTCH
MATCH GROUP INC
buy
+576,541
+17.52%
$110.65
71.53% $31.50
17.52%
SE
SEA LTD-ADR
+14.54%
+152,738
+4.78%
$154.04
10.62% $170.40
37.67%
ANGI
ANGI INC
-11.41%
-34,950
-0.79%
$110.95
85.03% $16.61
6.12%
SQ
SQUARE INC - A
-30.92%
-252,053
-8.33%
$162.55
48.66% $83.46
18.60%
CVNA
CARVANA CO
-100.00%
-171,428
-5.55%
$120.20
185.61% $343.30
0.00%
1812212D
IAC/INTERACTIVECORP
-100.00%
-410,958
-27.01%
$323.40
-
0.00%
JD
JDCOM INC-ADR
-100.00%
-844,108
-10.32%
$60.18
45.01% $33.09
0.00%
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.