Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 10 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 7 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 3 securities: (PCOR) PROCORE TECHNOLOGIES INC (added shares +493.25%), (NCNO) NCINO INC (added shares +115.86%) and (SE) SEA LTD-ADR (added shares +11.12%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (FOUR) SHIFT4 PAYMENTS INC-CLASS A (14.77%), (MNDY) MONDAYCOM LTD (12.3%), (SE) SEA LTD-ADR (11.23%), (PCOR) PROCORE TECHNOLOGIES INC (11.21%) and (IAC) IAC INTERACTIVECORP NEW (10.74%).

In the latest report(s) the following changes have been made to the top investments: (FOUR) SHIFT4 PAYMENTS INC-CLASS A (reduced shares -5.89%), (MNDY) MONDAYCOM LTD (reduced shares -15.46%), (SE) SEA LTD-ADR (added shares +11.12%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +493.25%) and (IAC) IAC INTERACTIVECORP NEW (reduced shares -32.64%).

2021 Q2 (7 results)
IAC
buy
+1,896,715
+27.78%
$154.17
72.58% $42.28
27.78%
VMEO
buy
+2,721,086
+12.67%
$49.00
86.29% $6.72
12.67%
ANGI
+17.07%
+586,000
+0.75%
$13.52
87.65% $1.67
5.16%
SQ
+16.34%
+93,500
+2.16%
$243.63
63.20% $89.65
15.41%
SE
+16.12%
+176,000
+4.59%
$274.54
59.70% $110.64
33.07%
MTCH
-41.24%
-270,148
-4.14%
$161.25
79.06% $33.76
0.00%
IAC
-100.00%
-1,358,278
-27.92%
$216.31
80.45% $42.28
0.00%
2021 Q1 (5 results)
IAC
+32.57%
+333,687
+9.00%
$216.31
80.45% $42.28
0.00%
ANGI
+17.04%
+499,857
+0.81%
$13.00
87.15% $1.67
5.56%
SQ
+14.99%
+74,600
+2.11%
$227.05
60.52% $89.65
16.20%
SE
-13.17%
-165,629
-4.61%
$223.23
50.44% $110.64
30.39%
MTCH
-15.42%
-119,446
-2.05%
$137.38
75.43% $33.76
11.22%
2020 Q4 (5 results)
IAC
+24.08%
+198,828
+5.31%
$189.35
77.67% $42.28
27.38%
ANGI
+8.12%
+220,183
+0.41%
$13.20
87.35% $1.67
5.47%
SE
+4.50%
+54,154
+1.52%
$199.05
44.42% $110.64
35.33%
MTCH
-0.58%
-4,554
-0.10%
$151.19
77.67% $33.76
16.53%
SQ
-11.61%
-65,359
-2.01%
$217.64
58.81% $89.65
15.29%
2020 Q3 (8 results)
IAC
buy
+825,763
+20.10%
$119.78
64.70% $42.28
20.10%
MTCH
buy
+779,110
+17.52%
$110.65
69.49% $33.76
17.52%
SE
+14.54%
+152,738
+4.78%
$154.04
28.17% $110.64
37.67%
ANGI
-11.41%
-349,500
-0.79%
$11.10
84.95% $1.67
6.12%
SQ
-30.92%
-252,053
-8.33%
$162.55
44.85% $89.65
18.60%
JD
-100.00%
-844,108
-10.32%
$60.18
40.78% $35.64
0.00%
CVNA
-100.00%
-227,057
-5.55%
$120.20
86.74% $224.46
0.00%
1812212D
-100.00%
-410,958
-27.01%
$323.40
-
0.00%
2020 Q2 (6 results)
SQ
buy
+815,152
+19.16%
$104.94
14.57% $89.65
19.16%
1812212D
+9.39%
+35,291
+2.56%
$323.40
-
0.00%
JD
-5.80%
-51,959
-0.70%
$60.18
40.78% $35.64
0.00%
CVNA
-35.97%
-127,564
-3.43%
$120.20
86.74% $224.46
0.00%
ANGI
-49.98%
-3,060,620
-8.33%
$12.15
86.26% $1.67
8.34%
SE
-63.45%
-1,824,164
-43.82%
$107.24
3.17% $110.64
25.24%
2020 Q1 (5 results)
1812212D
+220.16%
+258,329
+16.38%
$179.23
-
23.82%
JD
+37.04%
+242,184
+3.47%
$40.50
12.00% $35.64
12.84%
ANGI
+34.42%
+1,567,967
+2.91%
$5.25
68.19% $1.67
11.37%
SE
+15.95%
+395,448
+6.20%
$44.31
149.69% $110.64
45.06%
CVNA
-44.66%
-286,164
-5.58%
$55.09
307.44% $224.46
6.91%
2019 Q4 (5 results)
SE
+74.18%
+1,055,954
+17.02%
$40.22
175.09% $110.64
39.96%
1812212D
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
ANGI
+9.10%
+379,832
+1.29%
$8.47
80.28% $1.67
15.46%
JD
+8.91%
+53,500
+0.76%
$35.23
1.17% $35.64
9.23%
CVNA
+5.91%
+35,780
+1.32%
$92.05
143.85% $224.46
23.64%
2019 Q3 (5 results)
ANGI
+232.85%
+2,920,978
+13.51%
$7.09
76.43% $1.67
19.32%
SE
+8.05%
+106,051
+2.14%
$30.95
257.48% $110.64
28.77%
JD
+7.27%
+40,700
+0.75%
$28.21
26.34% $35.64
11.06%
CVNA
-20.07%
-151,880
-6.55%
$66.00
240.09% $224.46
26.08%
1812212D
-51.18%
-108,825
-15.49%
$217.97
-
14.78%
46 of 145

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.