Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 12 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 5 securities: (CSGP) COSTAR GROUP INC (new buy), (BRZE) BRAZE INC-A (new buy), (MNDY) MONDAYCOM LTD (added shares +8.04%), (HLT) HILTON WORLDWIDE HOLDINGS IN (added shares +8.64%) and (BLND) BLEND LABS INC-A (added shares +6.77%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (FOUR) SHIFT4 PAYMENTS INC-CLASS A (13.33%), (PCOR) PROCORE TECHNOLOGIES INC (11.88%), (MNDY) MONDAYCOM LTD (11.81%), (NCNO) NCINO INC (11.69%) and (HLT) HILTON WORLDWIDE HOLDINGS IN (10.29%).

In the latest report(s) the following changes have been made to the top investments: (FOUR) SHIFT4 PAYMENTS INC-CLASS A (reduced shares -26.53%), (PCOR) PROCORE TECHNOLOGIES INC (reduced shares -16.75%), (MNDY) MONDAYCOM LTD (added shares +8.04%), (NCNO) NCINO INC (reduced shares -0.94%) and (HLT) HILTON WORLDWIDE HOLDINGS IN (added shares +8.64%).

2019 Q4 (5 results)
SE
+74.18%
+1,055,954
+17.02%
$40.22
234.61% $134.58
39.96%
1812212D
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
ANGI
+9.10%
+379,832
+1.29%
$8.47
65.29% $14.00
15.46%
JD
+8.91%
+53,500
+0.76%
$35.23
16.64% $41.09
9.23%
CVNA
+5.91%
+35,780
+1.32%
$92.05
145.87% $226.32
23.64%
2019 Q3 (5 results)
ANGI
+232.85%
+2,920,978
+13.51%
$7.09
97.60% $14.00
19.32%
SE
+8.05%
+106,051
+2.14%
$30.95
334.83% $134.58
28.77%
JD
+7.27%
+40,700
+0.75%
$28.21
45.66% $41.09
11.06%
CVNA
-20.07%
-151,880
-6.55%
$66.00
242.91% $226.32
26.08%
1812212D
-51.18%
-108,825
-15.49%
$217.97
-
14.78%
2019 Q2 (5 results)
ANGI
buy
+1,254,426
+9.56%
$13.01
7.61% $14.00
9.56%
SE
+6.90%
+85,000
+1.65%
$33.22
305.12% $134.58
25.64%
CVNA
-13.65%
-119,621
-4.39%
$62.59
261.59% $226.32
27.76%
1812212D
-15.74%
-39,724
-5.06%
$217.53
-
27.10%
JD
-35.29%
-305,203
-5.42%
$30.29
35.65% $41.09
9.93%
2019 Q1 (3 results)
SE
buy
+1,232,375
+18.23%
$23.52
472.18% $134.58
18.23%
CVNA
+25.96%
+180,645
+6.60%
$58.06
289.80% $226.32
32.01%
JD
-34.59%
-457,411
-8.68%
$30.15
36.28% $41.09
16.40%
18 of 157

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.