Portfolio holdings of Dennis Hong - ShawSpring Partners. Dennis Hong - ShawSpring Partners stock picks:. Stock Holdings page.
Dennis Hong - ShawSpring Partners
Period: Q1 2024
Portfolio date: 31 Mar 2024
No. of stocks: 8
Portfolio value: $778,673,000
History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
≡ | IAC - IAC Inc. | 21.15 | Reduce 13.93% | 3,086,866 | $53.34 | $164,653,000 | $55.17 | 3.43% | $41.39 | $69.85 | |
≡ | HLT - Hilton Worldwide Holdings | 15.63 | Reduce 2.98% | 570,709 | $213.31 | $121,738,000 | $204.24 | -4.25% | $133.97 | $215.63 | |
≡ | FOUR - Shift4 Payments Inc. CL A | 13.55 | Buy | 1,596,421 | $66.07 | $105,476,000 | $67.64 | 2.38% | $42.91 | $92.30 | |
≡ | SE - Sea Ltd | 13.04 | Reduce 30.13% | 1,890,307 | $53.71 | $101,528,000 | $73.74 | 37.29% | $34.35 | $74.33 | |
≡ | MNDY - monday.com Ltd. | 12.64 | Buy | 435,896 | $225.87 | $98,456,000 | $228.77 | 1.28% | $122.13 | $239.22 | |
≡ | CPNG - Coupang Inc. | 11.28 | Reduce 21.79% | 4,936,033 | $17.79 | $87,812,000 | $23.01 | 29.34% | $13.51 | $23.77 | |
≡ | INTU - Intuit Inc. | 10.95 | Reduce 11.12% | 131,169 | $650.00 | $85,260,000 | $661.48 | 1.77% | $395.15 | $669.14 | |
≡ | BLND - Blend Labs Inc. | 1.77 | Add 5.75% | 4,230,861 | $3.25 | $13,750,000 | $3.16 | -2.77% | $0.80 | $3.41 |
* 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.
Sector % analysis
Consumer Discretionary | 36.78 | |
Technology | 27.45 | |
Information Technology | 24.50 | |
Consumer Cyclical | 11.28 |
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