Portfolio holdings of Dennis Hong - ShawSpring Partners. Dennis Hong - ShawSpring Partners stock picks:. Stock Holdings page.
Dennis Hong - ShawSpring Partners
Period: Q4 2025
Portfolio date: 31 Dec 2025
No. of stocks: 11
Portfolio value: $531,108,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | OKTA - Okta Inc. | 14.38 | Reduce 10.81% | 883,441 | $86.47 | $76,391,000 | $78.70 | -8.99% | $62.66 | $127.57 | |
| ≡ | FOUR - Shift4 Payments Inc. CL A | 13.62 | Reduce 8.19% | 1,148,861 | $62.97 | $72,344,000 | $51.22 | -18.66% | $39.91 | $108.50 | |
| ≡ | CSGP - CoStar Group Inc. | 12.12 | Add 6.87% | 957,557 | $67.24 | $64,386,000 | $38.77 | -42.34% | $34.75 | $97.43 | |
| ≡ | BABA - Alibaba Group Holdings | 10.44 | Buy | 378,155 | $146.58 | $55,430,000 | $136.42 | -6.93% | $103.71 | $192.67 | |
| ≡ | BRZE - Braze Inc A | 9.51 | Reduce 20.30% | 1,473,005 | $34.29 | $50,509,000 | $24.05 | -29.86% | $15.26 | $37.67 | |
| ≡ | PCOR - Procore Technologies Inc. | 9.33 | Reduce 36.77% | 681,536 | $72.74 | $49,575,000 | $56.85 | -21.84% | $46.08 | $82.32 | |
| ≡ | MNDY - monday.com Ltd. | 7.06 | Reduce 32.14% | 253,959 | $147.56 | $37,474,000 | $69.74 | -52.74% | $57.50 | $316.98 | |
| ≡ | FWONK - Liberty Media Corp Formula One Series C | 6.90 | Add 70.94% | 371,829 | $98.51 | $36,629,000 | $87.87 | -10.80% | $80.15 | $109.36 | |
| ≡ | INTU - Intuit Inc. | 6.33 | Reduce 55.65% | 50,721 | $662.43 | $33,599,000 | $408.68 | -38.31% | $342.11 | $808.22 | |
| ≡ | BLND - Blend Labs Inc. | 5.17 | Reduce 8.30% | 9,024,099 | $3.04 | $27,433,000 | $1.60 | -47.37% | $1.33 | $4.49 | |
| ≡ | AMZN - Amazon.com Inc. | 5.15 | Buy | 118,438 | $230.82 | $27,338,000 | $255.36 | 10.63% | $178.85 | $258.60 |
* 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
| Technology | 55.89 | |
| Information Technology | 19.95 | |
| Financials | 12.12 | |
| Services | 6.90 | |
| Consumer Discretionary | 5.15 |
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