Dennis Hong · Shawspring Partners LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 11 |
| Portfolio value: | $531M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| OKTA · Okta Inc. | 14.38 | Reduce 10.81% | 883,441 | $86.47 | $76,391,143 | $83.90 | -2.97% | $62.66 | $127.57 |
| FOUR · Shift4 Pmts Inc. | 13.62 | Reduce 8.19% | 1,148,861 | $62.97 | $72,343,777 | $42.58 | -32.38% | $39.91 | $108.50 |
| CSGP · Costar Group Inc. | 12.12 | Add 6.87% | 957,557 | $67.24 | $64,386,133 | $32.77 | -51.26% | $32.71 | $97.43 |
| BABA · Alibaba Group Holding Limited | 10.44 | New | 378,155 | $146.58 | $55,429,960 | $140.06 | -4.45% | $103.71 | $192.67 |
| BRZE · Braze Inc. | 9.51 | Reduce 20.30% | 1,473,005 | $34.29 | $50,509,341 | $21.72 | -36.66% | $15.26 | $37.67 |
| PCOR · Procore Technologies Inc. | 9.33 | Reduce 36.77% | 681,536 | $72.74 | $49,574,929 | $53.28 | -26.75% | $46.08 | $82.31 |
| MNDY · Monday Com Ltd. | 7.06 | Reduce 32.14% | 253,959 | $147.56 | $37,474,190 | $72.07 | -51.16% | $57.50 | $316.98 |
| FWONA · Liberty Media Corp. Del | 6.90 | Add 70.94% | 371,829 | $98.51 | $36,628,875 | $85.95 | -12.75% | $73.70 | $99.52 |
| INTU · Intuit | 6.33 | Reduce 55.65% | 50,721 | $662.42 | $33,598,605 | $396.31 | -40.17% | $342.11 | $813.70 |
| BLND · Blend Labs Inc. | 5.17 | Reduce 8.30% | 9,024,099 | $3.04 | $27,433,261 | $1.38 | -54.61% | $1.33 | $4.49 |
| AMZN · Amazon Com Inc. | 5.15 | New | 118,438 | $230.82 | $27,337,859 | $272.68 | +18.14% | $196.00 | $278.56 |
* 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