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Dennis HongvsChase Coleman

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Dennis Hong
Shawspring Partners LLC
AUM
$531M
Positions
11
Shared %
33.5%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
9.7%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockDennis weightChase weightDennis valueChase value
AMZN · Amazon Com Inc.5.1%7.8%$27M$2.3B
FWONA · Liberty Media Corp. Del6.9%0.9%$37M$264M
PCOR · Procore Technologies Inc.9.3%0.6%$50M$170M
CSGP · Costar Group Inc.12.1%0.5%$64M$152M
Unique to Dennis Hong
Top 10 by value held — not in the other's portfolio
StockWeightValue
OKTA · Okta Inc.14.4%$76M
FOUR · Shift4 Pmts Inc.13.6%$72M
BABA · Alibaba Group Holding Limited10.4%$55M
BRZE · Braze Inc.9.5%$51M
MNDY · Monday Com Ltd.7.1%$37M
INTU · Intuit6.3%$34M
BLND · Blend Labs Inc.5.2%$27M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.11.2%$3.3B
MSFT · Microsoft Corp.8.9%$2.6B
NVDA · Nvidia Corp.6.9%$2.1B
SE · Sea Ltd.6.6%$2.0B
META · Meta Platforms, Inc.6.1%$1.8B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.3.8%$1.1B
AVGO · Broadcom Inc.3.3%$995M
APO · Apollo Global Mgmt Inc.3.0%$899M
RDDT · Reddit Inc.3.0%$884M
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★ WatchlistData from SEC EDGAR · whalstreet.com