Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 8 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 1, bought 2 totally new and decreased the number of shares of 5 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has purchased 3 securities: (FOUR) SHIFT4 PAYMENTS INC-CLASS A (new buy), (MNDY) MONDAYCOM LTD (new buy) and (BLND) BLEND LABS INC-A (added shares +5.75%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (IAC) IAC INTERACTIVECORP NEW (21.15%), (HLT) HILTON WORLDWIDE HOLDINGS IN (15.63%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (13.55%), (SE) SEA LTD-ADR (13.04%) and (MNDY) MONDAYCOM LTD (12.64%).

In the latest report(s) the following changes have been made to the top investments: (IAC) IAC INTERACTIVECORP NEW (reduced shares -13.93%), (HLT) HILTON WORLDWIDE HOLDINGS IN (reduced shares -2.98%), (FOUR) SHIFT4 PAYMENTS INC-CLASS A (new buy), (SE) SEA LTD-ADR (reduced shares -30.13%) and (MNDY) MONDAYCOM LTD (new buy).

2022 Q2 (6 results)
BLND
+13.48%
+1,013,929
+0.42%
$2.36
33.90% $3.16
3.57%
CPNG
-4.25%
-299,046
-0.68%
$12.75
80.39% $23.00
15.22%
SE
+2.80%
+48,283
+0.63%
$66.86
10.32% $73.76
23.06%
IAC
-7.47%
-247,598
-3.33%
$75.97
27.38% $55.17
41.28%
HLT
buy
+486,723
+10.73%
$111.44
83.23% $204.19
10.73%
SNOW
buy
+250,000
+6.16%
$139.06
16.40% $161.86
6.16%
2022 Q1 (6 results)
BLND
buy
+4,436,861
+5.90%
$5.70
44.56% $3.16
5.90%
ANGI
-100.00%
-2,791,130
-5.70%
$9.21
76.00% $2.21
0.00%
CPNG
buy
+7,040,110
+17.12%
$17.68
30.09% $23.00
17.12%
IAC
-11.51%
-431,547
-5.95%
$100.28
44.98% $55.17
45.75%
SE
+103.79%
+964,890
+15.90%
$119.79
38.43% $73.76
31.22%
SQ
-100.00%
-268,160
-9.85%
$161.48
55.25% $72.26
0.00%
2021 Q4 (5 results)
ANGI
+8.92%
+228,594
+0.42%
$9.21
76.00% $2.21
0.00%
VMEO
-100.00%
-2,952,085
-10.69%
$29.37
86.21% $4.05
0.00%
IAC
+28.93%
+840,902
+13.55%
$130.71
57.79% $55.17
60.41%
SQ
-27.38%
-101,095
-3.33%
$161.48
55.25% $72.26
0.00%
SE
+0.41%
+3,750
+0.10%
$223.75
67.03% $73.76
25.65%
2021 Q3 (6 results)
ANGI
+2.84%
+114,000
+0.15%
$12.34
82.09% $2.21
5.32%
VMEO
+8.49%
+230,999
+0.71%
$29.37
86.21% $4.05
0.00%
IAC
+53.26%
+1,010,157
+13.73%
$130.29
57.66% $55.17
39.51%
MTCH
-100.00%
-255,999
-6.48%
$161.25
80.64% $31.21
0.00%
SQ
-8.34%
-55,500
-1.39%
$239.74
69.86% $72.26
15.27%
SE
-26.97%
-217,178
-11.40%
$319.43
76.91% $73.76
30.86%
2021 Q2 (7 results)
ANGI
+17.07%
+586,000
+0.75%
$13.52
83.65% $2.21
5.16%
VMEO
buy
+1,768,705
+12.67%
$49.00
91.73% $4.05
12.67%
IAC
buy
+1,896,715
+27.78%
$154.17
64.21% $55.17
27.78%
MTCH
-41.24%
-179,648
-4.14%
$161.25
80.64% $31.21
0.00%
IAC
-100.00%
-944,003
-27.92%
$216.31
74.49% $55.17
0.00%
SQ
+16.34%
+93,500
+2.16%
$243.63
70.34% $72.26
15.41%
SE
+16.12%
+176,000
+4.59%
$274.54
73.13% $73.76
33.07%
2021 Q1 (5 results)
ANGI
+17.04%
+499,857
+0.81%
$13.00
83.00% $2.21
5.56%
MTCH
-15.42%
-119,446
-2.05%
$137.38
77.28% $31.21
11.22%
IAC
+32.57%
+231,912
+9.00%
$216.31
74.49% $55.17
0.00%
SE
-13.17%
-165,629
-4.61%
$223.23
66.96% $73.76
30.39%
SQ
+14.99%
+50,727
+2.11%
$227.05
68.17% $72.26
16.20%
2020 Q4 (5 results)
ANGI
+8.12%
+159,632
+0.41%
$13.20
83.26% $2.21
5.47%
MTCH
-0.58%
-4,554
-0.10%
$151.19
79.36% $31.21
16.53%
IAC
+24.08%
+198,828
+5.31%
$189.35
70.86% $55.17
27.38%
SE
+4.50%
+38,449
+1.52%
$199.05
62.94% $73.76
35.33%
SQ
-11.61%
-65,359
-2.01%
$217.64
66.80% $72.26
15.29%
2020 Q3 (8 results)
ANGI
-11.41%
-349,500
-0.79%
$11.10
80.08% $2.21
6.12%
JD
-100.00%
-844,108
-10.32%
$60.18
41.39% $35.27
0.00%
MTCH
buy
+576,541
+17.52%
$110.65
71.79% $31.21
17.52%
IAC
buy
+825,763
+20.10%
$119.78
53.94% $55.17
20.10%
CVNA
-100.00%
-171,428
-5.55%
$120.20
2.25% $117.50
0.00%
SE
+14.54%
+152,738
+4.78%
$154.04
52.12% $73.76
37.67%
SQ
-30.92%
-252,053
-8.33%
$162.55
55.55% $72.26
18.60%
1812212D
-100.00%
-410,958
-27.01%
$323.40
-
0.00%
48 of 125

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.