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).

2020 Q2 (6 results)
1812212D
+9.39%
+35,291
+2.56%
$323.40
-
0.00%
ANGI
-49.98%
-3,060,620
-8.33%
$12.15
81.81% $2.21
8.34%
CVNA
-35.97%
-127,564
-3.43%
$120.20
2.25% $117.50
0.00%
JD
-5.80%
-51,959
-0.70%
$60.18
41.39% $35.27
0.00%
SE
-63.45%
-1,824,164
-43.82%
$107.24
31.22% $73.76
25.24%
SQ
buy
+815,152
+19.16%
$104.94
31.14% $72.26
19.16%
2020 Q1 (5 results)
1812212D
+220.16%
+258,329
+16.38%
$179.23
-
23.82%
ANGI
+34.42%
+1,567,967
+2.91%
$5.25
57.90% $2.21
11.37%
CVNA
-44.66%
-286,164
-5.58%
$55.09
113.29% $117.50
6.91%
JD
+37.04%
+242,184
+3.47%
$40.50
12.91% $35.27
12.84%
SE
+15.95%
+395,448
+6.20%
$44.31
66.46% $73.76
45.06%
2019 Q4 (5 results)
1812212D
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
ANGI
+9.10%
+379,832
+1.29%
$8.47
73.91% $2.21
15.46%
CVNA
+5.91%
+35,780
+1.32%
$92.05
27.65% $117.50
23.64%
JD
+8.91%
+53,500
+0.76%
$35.23
0.11% $35.27
9.23%
SE
+74.18%
+1,055,954
+17.02%
$40.22
83.39% $73.76
39.96%
2019 Q3 (5 results)
1812212D
-51.18%
-108,825
-15.49%
$217.97
-
14.78%
ANGI
+232.85%
+2,920,978
+13.51%
$7.09
68.81% $2.21
19.32%
CVNA
-20.07%
-151,880
-6.55%
$66.00
78.03% $117.50
26.08%
JD
+7.27%
+40,700
+0.75%
$28.21
25.03% $35.27
11.06%
SE
+8.05%
+106,051
+2.14%
$30.95
138.32% $73.76
28.77%
2019 Q2 (5 results)
1812212D
-15.74%
-39,724
-5.06%
$217.53
-
27.10%
ANGI
buy
+1,254,426
+9.56%
$13.01
83.01% $2.21
9.56%
CVNA
-13.65%
-119,621
-4.39%
$62.59
87.73% $117.50
27.76%
JD
-35.29%
-305,203
-5.42%
$30.29
16.44% $35.27
9.93%
SE
+6.90%
+85,000
+1.65%
$33.22
122.04% $73.76
25.64%
2019 Q1 (3 results)
CVNA
+25.96%
+180,645
+6.60%
$58.06
102.38% $117.50
32.01%
JD
-34.59%
-457,411
-8.68%
$30.15
16.98% $35.27
16.40%
SE
buy
+1,232,375
+18.23%
$23.52
213.60% $73.76
18.23%
29 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.