Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 10 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 5 securities: (OKTA) OKTA INC (new buy), (CSGP) COSTAR GROUP INC (added shares +18.09%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +8.65%), (VERX) VERTEX INC - CLASS A (added shares +45.35%) and (BRZE) BRAZE INC-A (added shares +6.16%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (INTU) INTUIT INC (13.8%), (CSGP) COSTAR GROUP INC (13.76%), (PCOR) PROCORE TECHNOLOGIES INC (13.48%), (OKTA) OKTA INC (12.04%) and (MNDY) MONDAYCOM LTD (11.16%).

In the latest report(s) the following changes have been made to the top investments: (INTU) INTUIT INC (reduced shares -16.84%), (CSGP) COSTAR GROUP INC (added shares +18.09%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +8.65%), (OKTA) OKTA INC (new buy) and (MNDY) MONDAYCOM LTD (reduced shares -25.74%).

2020 Q4 (5 results)
IAC
+24.08%
+198,828
+5.31%
$189.35
80.95% $36.07
27.38%
ANGI
+8.12%
+22,019
+0.41%
$132.00
87.02% $17.14
5.47%
SE
+4.50%
+54,154
+1.52%
$199.05
1.51% $196.05
35.33%
MTCH
-0.58%
-4,554
-0.10%
$151.19
75.03% $37.75
16.53%
SQ
-11.61%
-65,359
-2.01%
$217.64
61.65% $83.46
15.29%
2020 Q3 (8 results)
MTCH
buy
+779,110
+17.52%
$110.65
65.88% $37.75
17.52%
IAC
buy
+825,763
+20.10%
$119.78
69.89% $36.07
20.10%
SE
+14.54%
+152,738
+4.78%
$154.04
27.27% $196.05
37.67%
ANGI
-11.41%
-34,950
-0.79%
$110.95
84.55% $17.14
6.12%
SQ
-30.92%
-252,053
-8.33%
$162.55
48.66% $83.46
18.60%
JD
-100.00%
-844,108
-10.32%
$60.18
44.05% $33.67
0.00%
CVNA
-100.00%
-227,057
-5.55%
$120.20
200.98% $361.77
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
20.47% $83.46
19.16%
1812212D
+9.39%
+35,291
+2.56%
$323.40
-
0.00%
JD
-5.80%
-51,959
-0.70%
$60.18
44.05% $33.67
0.00%
CVNA
-35.97%
-127,564
-3.43%
$120.20
200.98% $361.77
0.00%
ANGI
-49.98%
-306,062
-8.33%
$121.50
85.89% $17.14
8.34%
SE
-63.45%
-1,824,164
-43.82%
$107.24
82.81% $196.05
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
16.86% $33.67
12.84%
ANGI
+34.42%
+156,796
+2.91%
$52.50
67.35% $17.14
11.37%
SE
+15.95%
+395,448
+6.20%
$44.31
342.45% $196.05
45.06%
CVNA
-44.66%
-286,164
-5.58%
$55.09
556.69% $361.77
6.91%
2019 Q4 (5 results)
SE
+74.18%
+1,055,954
+17.02%
$40.22
387.44% $196.05
39.96%
1812212D
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
ANGI
+9.10%
+37,984
+1.29%
$84.70
79.76% $17.14
15.46%
JD
+8.91%
+53,500
+0.76%
$35.23
4.43% $33.67
9.23%
CVNA
+5.91%
+35,780
+1.32%
$92.05
293.02% $361.77
23.64%
2019 Q3 (5 results)
ANGI
+232.85%
+292,097
+13.51%
$70.85
75.81% $17.14
19.32%
SE
+8.05%
+106,051
+2.14%
$30.95
533.44% $196.05
28.77%
JD
+7.27%
+40,700
+0.75%
$28.21
19.35% $33.67
11.06%
CVNA
-20.07%
-151,880
-6.55%
$66.00
448.14% $361.77
26.08%
1812212D
-51.18%
-108,825
-15.49%
$217.97
-
14.78%
2019 Q2 (5 results)
ANGI
buy
+125,443
+9.56%
$130.10
86.83% $17.14
9.56%
SE
+6.90%
+85,000
+1.65%
$33.22
490.16% $196.05
25.64%
CVNA
-13.65%
-119,621
-4.39%
$62.59
478.01% $361.77
27.76%
1812212D
-15.74%
-39,724
-5.06%
$217.53
-
27.10%
JD
-35.29%
-305,203
-5.42%
$30.29
11.16% $33.67
9.93%
2019 Q1 (3 results)
SE
buy
+1,232,375
+18.23%
$23.52
733.53% $196.05
18.23%
CVNA
+25.96%
+180,645
+6.60%
$58.06
523.10% $361.77
32.01%
JD
-34.59%
-457,411
-8.68%
$30.15
11.67% $33.67
16.40%
42 of 179

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.