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Dennis Hong's ShawSpring Partners exited its entire PCOR position, 4.62% of the portfolio.

Sold out of a position that was 216,756 shares worth $12.36M as of the previous filing.
Published · Based on SEC filings

Low impact
Position exited
2026 Q2

Dennis Hong's ShawSpring Partners exited Procore Technologies Inc (PCOR) during 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, selling all 217K shares. The position had been worth about $12.4M at the prior quarter-end and carried 4.62% of the book. PCOR had been in the portfolio for 2 years, since the quarter ended June 30, 2024.

What did the 2026 Q2 filing report for PCOR?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 217K 0
Reported value $12.4M $0
Portfolio weight 4.62% 0%
Held since 2024 Q2 sold out in 2026 Q2
Quarters held 8

What did Dennis Hong sell?

Dennis Hong sold 217K shares of PCOR between the quarter ended March 31, 2026 and June 30, 2026. The PCOR exit was the 7th largest of the quarter's 14 position changes by percent change to portfolio.

Where does PCOR sit in the Dennis Hong portfolio?

Before the sale, PCOR carried 4.62% of the Dennis Hong portfolio, below the fund's average stock position of 9%. The largest stock position is BABA at 16.92%. Next come AMZN at 16.13% and OKTA at 13.8%. The three largest stocks together are 46.85% of the book. Across the 2026 Q2 portfolio, Dennis Hong reported 11 stock positions, with 2 opened and 3 closed. The total portfolio value is about $232.1M, down 13% from the prior quarter.

Dennis Hong buys and sells, 2026 Q2

How long has Dennis Hong held PCOR?

Dennis Hong held PCOR for 2 years, from the quarter ended June 30, 2024 to March 31, 2026. The weight peaked at 13.48% in 2025 Q2. Last quarter the fund had already cut the position by 68%, so the exit finishes a two-quarter unwind. Every reported trade is on the Dennis Hong PCOR trade history page.

Dennis Hong shares of PCOR by quarter

FAQ

How many PCOR shares did Dennis Hong sell?

Dennis Hong sold all 217K shares of PCOR it reported a quarter earlier, worth about $12.4M.

When did Dennis Hong first buy PCOR?

Dennis Hong first reported PCOR in the quarter ended June 30, 2024.

How much of the Dennis Hong portfolio was PCOR?

PCOR was 4.62% of the Dennis Hong portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst