Dennis Hong's Portfolio

ShawSpring Partners 13F holdings

What is Dennis Hong's portfolio?

ShawSpring Partners has disclosed a total of 11 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $672,601,603.

What stocks does Dennis Hong own?

In Dennis Hong's portfolio as of 30 Sep 2025, the top 5 holdings are (FOUR) SHIFT4 PAYMENTS INC-CLASS A (14.40%), (OKTA) OKTA INC (13.50%), (PCOR) PROCORE TECHNOLOGIES INC (11.69%), (INTU) INTUIT INC (11.61%) and (CSGP) COSTAR GROUP INC (11.24%).

To see the historical data of ShawSpring Partners's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see ShawSpring Partners's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $672M+
Period: 2025 Q3
Number of stock: 11
Update: 13 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BLND
BLEND LABS INC-A
5.34%
9,840,605
$3.65
55.62% $1.62
$35,918,208
+10.43% (+929,566)
+0.50%
BRZE
BRAZE INC-A
7.82%
1,848,244
$28.44
19.44% $22.91
$52,564,059
-26.65% (-671,356)
-2.84%
CSGP
COSTAR GROUP INC
11.24%
896,034
$84.37
59.83% $33.89
$75,598,389
-33.92% (-460,026)
-5.77%
INTU
INTUIT INC
11.61%
114,369
$682.91
56.54% $296.76
$78,103,734
-17.62% (-24,454)
-2.48%
FWONK
LIBERTY MEDIA CORP-LIB-NEW-C
3.38%
217,523
$104.45
-
$22,720,277
buy
+3.38%
MNDY
MONDAYCOM LTD
10.78%
374,221
$193.69
55.73% $85.74
$72,482,865
+33.07% (+93,009)
+2.68%
NCNO
NCINO INC
6.26%
1,553,659
$27.11
-
$42,119,695
-46.20% (-1,334,107)
-5.38%
OKTA
OKTA INC
13.50%
990,486
$91.70
29.47% $118.72
$90,827,566
+3.79% (+36,193)
+0.49%
PCOR
PROCORE TECHNOLOGIES INC
11.69%
1,077,913
$72.92
33.39% $48.57
$78,601,416
-30.97% (-483,700)
-5.24%
FOUR
SHIFT4 PAYMENTS INC-CLASS A
14.40%
1,251,374
$77.40
50.80% $38.08
$96,856,348
+60.70% (+472,652)
+5.44%
VERX
VERTEX INC - CLASS A
3.99%
1,081,446
$24.79
46.91% $13.16
$26,809,046
+51.79% (+369,001)
+1.36%
11 of 11

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.