Dennis Hong · Shawspring Partners LLC
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 11 |
| Portfolio value: | $755M |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| FOUR · Shift4 Pmts Inc. | 13.33 | New | 969,748 | $103.78 | $100,640,447 | $42.58 | -58.97% | $39.91 | $108.50 |
| PCOR · Procore Technologies Inc. | 11.88 | New | 1,197,199 | $74.93 | $89,706,121 | $53.28 | -28.89% | $46.08 | $82.31 |
| MNDY · Monday Com Ltd. | 11.81 | New | 378,712 | $235.44 | $89,163,953 | $72.07 | -69.39% | $57.50 | $316.98 |
| NCNO · Ncino Inc. | 11.69 | New | 2,628,856 | $33.58 | $88,276,984 | — | — | — | — |
| HLT · Hilton Worldwide Hldgs Inc. | 10.29 | New | 314,437 | $247.16 | $77,716,249 | $316.78 | +28.17% | $241.45 | $344.75 |
| CSGP · Costar Group Inc. | 8.63 | New | 909,803 | $71.59 | $65,132,797 | $32.77 | -54.23% | $32.71 | $97.43 |
| IAC · Iac Inc. | 8.52 | New | 1,490,081 | $43.14 | $64,282,094 | $44.06 | +2.13% | $29.56 | $45.82 |
| BRZE · Braze Inc. | 8.32 | New | 1,500,413 | $41.88 | $62,837,296 | $21.72 | -48.14% | $15.26 | $37.67 |
| INTU · Intuit | 7.14 | New | 85,728 | $628.50 | $53,880,048 | $396.31 | -36.94% | $342.11 | $813.70 |
| SE · Sea Ltd. | 4.43 | New | 315,538 | $106.10 | $33,478,582 | $86.73 | -18.26% | $77.05 | $199.30 |
| BLND · Blend Labs Inc. | 3.95 | New | 7,079,165 | $4.21 | $29,803,285 | $1.38 | -67.22% | $1.33 | $4.49 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
5 sectors represented
Whales with similar holdings to Dennis Hong
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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