Dennis Hong · Shawspring Partners LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 10 |
| Portfolio value: | $792M |
Viewing historical Q2 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 | 13.80 | Reduce 16.84% | 138,823 | $787.63 | $109,341,159 | $396.31 | -49.68% | $342.11 | $813.70 |
| CSGP · Costar Group Inc. | 13.76 | Add 18.09% | 1,356,060 | $80.40 | $109,027,224 | $32.77 | -59.24% | $32.71 | $97.43 |
| PCOR · Procore Technologies Inc. | 13.48 | Add 8.65% | 1,561,613 | $68.42 | $106,845,561 | $53.28 | -22.13% | $46.08 | $82.31 |
| OKTA · Okta Inc. | 12.04 | New | 954,293 | $99.97 | $95,400,671 | $83.90 | -16.07% | $62.66 | $127.57 |
| MNDY · Monday Com Ltd. | 11.16 | Reduce 25.74% | 281,212 | $314.48 | $88,435,550 | $72.07 | -77.08% | $57.50 | $316.98 |
| NCNO · Ncino Inc. | 10.19 | Reduce 20.92% | 2,887,766 | $27.97 | $80,770,815 | — | — | — | — |
| FOUR · Shift4 Pmts Inc. | 9.74 | Reduce 13.37% | 778,722 | $99.11 | $77,179,137 | $42.58 | -57.04% | $39.91 | $108.50 |
| BRZE · Braze Inc. | 8.94 | Add 6.16% | 2,519,600 | $28.10 | $70,800,760 | $21.72 | -22.70% | $15.26 | $37.67 |
| BLND · Blend Labs Inc. | 3.71 | 8,911,039 | $3.30 | $29,406,429 | $1.38 | -58.18% | $1.33 | $4.49 | |
| VERX · Vertex Inc. | 3.18 | Add 45.35% | 712,445 | $35.33 | $25,174,244 | — | — | — | — |
* 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
3 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