Dennis Hong · Shawspring Partners LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 10 |
| Portfolio value: | $728M |
Viewing historical Q1 2025 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 |
|---|---|---|---|---|---|---|---|---|---|
| INTU · Intuit | 14.08 | Add 94.73% | 166,936 | $613.99 | $102,497,035 | $396.31 | -35.45% | $342.11 | $813.70 |
| NCNO · Ncino Inc. | 13.78 | Add 38.92% | 3,651,918 | $27.47 | $100,318,187 | — | — | — | — |
| PCOR · Procore Technologies Inc. | 13.04 | Add 20.06% | 1,437,331 | $66.02 | $94,892,593 | $53.28 | -19.30% | $46.08 | $82.31 |
| MNDY · Monday Com Ltd. | 12.65 | Reduce 0.00% | 378,711 | $243.16 | $92,087,367 | $72.07 | -70.36% | $57.50 | $316.98 |
| CSGP · Costar Group Inc. | 12.50 | Add 26.21% | 1,148,302 | $79.23 | $90,979,967 | $32.77 | -58.64% | $32.71 | $97.43 |
| BRZE · Braze Inc. | 11.77 | Add 58.18% | 2,373,386 | $36.08 | $85,631,767 | $21.72 | -39.80% | $15.26 | $37.67 |
| FOUR · Shift4 Pmts Inc. | 10.09 | Reduce 7.31% | 898,874 | $81.71 | $73,446,995 | $42.58 | -47.89% | $39.91 | $108.50 |
| HLT · Hilton Worldwide Hldgs Inc. | 5.62 | Reduce 42.88% | 179,612 | $227.55 | $40,870,711 | $316.78 | +39.21% | $241.45 | $344.75 |
| BLND · Blend Labs Inc. | 4.10 | Add 25.88% | 8,911,039 | $3.35 | $29,851,981 | $1.38 | -58.81% | $1.33 | $4.49 |
| VERX · Vertex Inc. | 2.36 | New | 490,162 | $35.01 | $17,160,572 | — | — | — | — |
* 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
4 sectors represented
Whales with similar holdings to Dennis Hong
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com