Dennis Hong · Shawspring Partners LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 11 |
| Portfolio value: | $673M |
Viewing historical Q3 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 |
|---|---|---|---|---|---|---|---|---|---|
| FOUR · Shift4 Pmts Inc. | 14.40 | Add 60.70% | 1,251,374 | $77.40 | $96,856,348 | $42.58 | -44.99% | $39.91 | $108.50 |
| OKTA · Okta Inc. | 13.50 | Add 3.79% | 990,486 | $91.70 | $90,827,566 | $83.90 | -8.51% | $62.66 | $127.57 |
| PCOR · Procore Technologies Inc. | 11.69 | Reduce 30.97% | 1,077,913 | $72.92 | $78,601,416 | $53.28 | -26.93% | $46.08 | $82.31 |
| INTU · Intuit | 11.61 | Reduce 17.62% | 114,369 | $682.91 | $78,103,734 | $396.31 | -41.97% | $342.11 | $813.70 |
| CSGP · Costar Group Inc. | 11.24 | Reduce 33.92% | 896,034 | $84.37 | $75,598,389 | $32.77 | -61.16% | $32.71 | $97.43 |
| MNDY · Monday Com Ltd. | 10.78 | Add 33.07% | 374,221 | $193.69 | $72,482,865 | $72.07 | -62.79% | $57.50 | $316.98 |
| BRZE · Braze Inc. | 7.82 | Reduce 26.65% | 1,848,244 | $28.44 | $52,564,059 | $21.72 | -23.63% | $15.26 | $37.67 |
| NCNO · Ncino Inc. | 6.26 | Reduce 46.20% | 1,553,659 | $27.11 | $42,119,695 | — | — | — | — |
| BLND · Blend Labs Inc. | 5.34 | Add 10.43% | 9,840,605 | $3.65 | $35,918,208 | $1.38 | -62.19% | $1.33 | $4.49 |
| VERX · Vertex Inc. | 3.99 | Add 51.79% | 1,081,446 | $24.79 | $26,809,046 | — | — | — | — |
| FWONA · Liberty Media Corp. Del | 3.38 | New | 217,523 | $104.45 | $22,720,277 | $85.95 | -17.71% | $73.70 | $99.52 |
* 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
Coming soon
Curated press + commentary about Dennis Hong arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com