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%).

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
47.24% $31.75
0.00%
CVNA
-35.97%
-96,310
-3.43%
$120.20
177.53% $333.59
0.00%
ANGI
-49.98%
-235,667
-8.33%
$121.50
86.82% $16.01
8.34%
SE
-63.45%
-1,824,164
-43.82%
$107.24
48.50% $159.25
25.24%
2020 Q1 (5 results)
1812212D
+220.16%
+202,788
+16.38%
$179.23
-
23.82%
JD
+37.04%
+242,184
+3.47%
$40.50
21.61% $31.75
12.84%
ANGI
+34.42%
+156,796
+2.91%
$52.50
69.50% $16.01
11.37%
SE
+15.95%
+316,358
+6.20%
$44.31
259.40% $159.25
45.06%
CVNA
-44.66%
-286,164
-5.58%
$55.09
505.54% $333.59
6.91%
2019 Q4 (5 results)
SE
+74.18%
+1,055,954
+17.02%
$40.22
295.95% $159.25
39.96%
1812212D
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
ANGI
+9.10%
+31,526
+1.29%
$84.70
81.10% $16.01
15.46%
JD
+8.91%
+43,602
+0.76%
$35.23
9.88% $31.75
9.23%
CVNA
+5.91%
+35,780
+1.32%
$92.05
262.40% $333.59
23.64%
2019 Q3 (5 results)
ANGI
+232.85%
+292,097
+13.51%
$70.85
77.40% $16.01
19.32%
SE
+8.05%
+106,051
+2.14%
$30.95
414.54% $159.25
28.77%
JD
+7.27%
+40,700
+0.75%
$28.21
12.55% $31.75
11.06%
CVNA
-20.07%
-151,880
-6.55%
$66.00
405.44% $333.59
26.08%
1812212D
-51.18%
-91,957
-15.49%
$217.97
-
14.78%
2019 Q2 (5 results)
ANGI
buy
+125,443
+9.56%
$130.10
87.69% $16.01
9.56%
SE
+6.90%
+73,100
+1.65%
$33.22
379.38% $159.25
25.64%
CVNA
-13.65%
-104,668
-4.39%
$62.59
432.98% $333.59
27.76%
1812212D
-15.74%
-39,724
-5.06%
$217.53
-
27.10%
JD
-35.29%
-305,203
-5.42%
$30.29
4.82% $31.75
9.93%
2019 Q1 (3 results)
SE
buy
+1,232,375
+18.23%
$23.52
577.07% $159.25
18.23%
CVNA
+25.96%
+180,645
+6.60%
$58.06
474.56% $333.59
32.01%
JD
-34.59%
-407,095
-8.68%
$30.15
5.30% $31.75
16.40%
29 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.