Dennis Hong - ShawSpring Partners

History Stock Activity Share change % change to portfolio
Q4  2025
FWONK - Liberty Media Corp Formula One Series C Add 70.94% 154,306 2.86
CSGP - CoStar Group Inc. Add 6.87% 61,523 0.78
BABA - Alibaba Group Holdings Buy 378,155 10.44
AMZN - Amazon.com Inc. Buy 118,438 5.15
FOUR - Shift4 Payments Inc. CL A Reduce 8.19% 102,513 1.22
BLND - Blend Labs Inc. Reduce 8.30% 816,506 0.47
OKTA - Okta Inc. Reduce 10.81% 107,045 1.74
BRZE - Braze Inc A Reduce 20.30% 375,239 2.42
MNDY - monday.com Ltd. Reduce 32.14% 120,262 3.34
PCOR - Procore Technologies Inc. Reduce 36.77% 396,377 5.43
INTU - Intuit Inc. Reduce 55.65% 63,648 7.94
NCNO - nCino Inc. Sell 100.00% 1,553,659 6.26
VERX - Vertex Inc. Sell 100.00% 1,081,446 3.99
Q3  2025
FOUR - Shift4 Payments Inc. CL A Add 60.70% 472,652 5.44
VERX - Vertex Inc. Add 51.79% 369,001 1.36
MNDY - monday.com Ltd. Add 33.07% 93,009 2.68
BLND - Blend Labs Inc. Add 10.43% 929,566 0.50
OKTA - Okta Inc. Add 3.79% 36,193 0.49
FWONK - Liberty Media Corp Formula One Series C Buy 217,523 3.38
INTU - Intuit Inc. Reduce 17.62% 24,454 2.48
BRZE - Braze Inc A Reduce 26.65% 671,356 2.84
PCOR - Procore Technologies Inc. Reduce 30.97% 483,700 5.25
CSGP - CoStar Group Inc. Reduce 33.92% 460,026 5.77
NCNO - nCino Inc. Reduce 46.20% 1,334,107 5.38
Q2  2025
VERX - Vertex Inc. Add 45.35% 222,283 0.99
CSGP - CoStar Group Inc. Add 18.09% 207,758 2.11
PCOR - Procore Technologies Inc. Add 8.65% 124,282 1.07
BRZE - Braze Inc A Add 6.16% 146,214 0.52
OKTA - Okta Inc. Buy 954,293 12.04
FOUR - Shift4 Payments Inc. CL A Reduce 13.37% 120,152 1.50
INTU - Intuit Inc. Reduce 16.84% 28,113 2.79
NCNO - nCino Inc. Reduce 20.92% 764,152 2.70
MNDY - monday.com Ltd. Reduce 25.74% 97,499 3.87
HLT - Hilton Worldwide Holdings Sell 100.00% 179,612 5.62
Q1  2025
INTU - Intuit Inc. Add 94.73% 81,208 6.85
BRZE - Braze Inc A Add 58.18% 872,973 4.33
NCNO - nCino Inc. Add 38.92% 1,023,062 3.86
CSGP - CoStar Group Inc. Add 26.21% 238,499 2.60
BLND - Blend Labs Inc. Add 25.88% 1,831,874 0.84
PCOR - Procore Technologies Inc. Add 20.06% 240,132 2.18
VERX - Vertex Inc. Buy 490,162 2.36
MNDY - monday.com Ltd. Reduce 0.00% 1 0.00
FOUR - Shift4 Payments Inc. CL A Reduce 7.31% 70,874 0.80
HLT - Hilton Worldwide Holdings Reduce 42.88% 134,825 4.22
IAC - IAC Inc. Sell 100.00% 1,490,081 8.52
SE - Sea Ltd Sell 100.00% 315,538 4.43
Q4  2024
HLT - Hilton Worldwide Holdings Add 8.64% 25,017 0.82
MNDY - monday.com Ltd. Add 8.04% 28,182 0.88
BLND - Blend Labs Inc. Add 6.77% 449,175 0.25
CSGP - CoStar Group Inc. Buy 909,803 8.63
BRZE - Braze Inc A Buy 1,500,413 8.32
NCNO - nCino Inc. Reduce 0.94% 24,831 0.11
IAC - IAC Inc. Reduce 5.69% 89,847 0.51
PCOR - Procore Technologies Inc. Reduce 16.75% 240,883 2.39
INTU - Intuit Inc. Reduce 19.84% 21,224 1.77
FOUR - Shift4 Payments Inc. CL A Reduce 26.53% 350,131 4.81
SE - Sea Ltd Reduce 66.55% 627,641 8.81
CPNG - Coupang Inc. Sell 100.00% 2,963,346 9.19
Q3  2024
PCOR - Procore Technologies Inc. Add 493.25% 1,195,675 9.32
NCNO - nCino Inc. Add 115.86% 1,424,349 5.68
SE - Sea Ltd Add 11.12% 94,382 1.12
BLND - Blend Labs Inc. Reduce 1.28% 86,154 0.04
FOUR - Shift4 Payments Inc. CL A Reduce 5.89% 82,554 0.92
CPNG - Coupang Inc. Reduce 7.70% 247,113 0.77
INTU - Intuit Inc. Reduce 14.56% 18,225 1.43
MNDY - monday.com Ltd. Reduce 15.46% 64,088 2.25
IAC - IAC Inc. Reduce 32.64% 765,407 5.20
HLT - Hilton Worldwide Holdings Reduce 36.87% 169,001 4.92
Q2  2024
BLND - Blend Labs Inc. Add 58.74% 2,485,283 0.85
NCNO - nCino Inc. Buy 1,229,338 5.58
PCOR - Procore Technologies Inc. Buy 242,407 2.32
INTU - Intuit Inc. Reduce 4.57% 5,992 0.57
MNDY - monday.com Ltd. Reduce 4.88% 21,278 0.74
FOUR - Shift4 Payments Inc. CL A Reduce 12.15% 193,988 2.05
HLT - Hilton Worldwide Holdings Reduce 19.68% 112,288 3.53
IAC - IAC Inc. Reduce 24.02% 741,531 5.01
CPNG - Coupang Inc. Reduce 34.96% 1,725,574 5.21
SE - Sea Ltd Reduce 55.10% 1,041,510 10.72
Q1  2024
BLND - Blend Labs Inc. Add 5.75% 230,092 0.10
FOUR - Shift4 Payments Inc. CL A Buy 1,596,421 13.55
MNDY - monday.com Ltd. Buy 435,896 12.64
HLT - Hilton Worldwide Holdings Reduce 2.98% 17,513 0.48
INTU - Intuit Inc. Reduce 11.12% 16,408 1.37
IAC - IAC Inc. Reduce 13.93% 499,739 3.42
CPNG - Coupang Inc. Reduce 21.79% 1,375,159 3.14
SE - Sea Ltd Reduce 30.13% 815,007 5.62
Q4  2023
SE - Sea Ltd Add 4.83% 124,732 0.83
IAC - IAC Inc. Reduce 2.50% 91,992 0.79
HLT - Hilton Worldwide Holdings Reduce 2.78% 16,844 0.50
INTU - Intuit Inc. Reduce 2.91% 4,426 0.45
CPNG - Coupang Inc. Reduce 13.16% 956,439 2.54
BLND - Blend Labs Inc. Reduce 15.26% 720,385 0.30
Q3  2023
SE - Sea Ltd Add 40.38% 742,293 5.46
IAC - IAC Inc. Reduce 12.02% 502,802 4.24
HLT - Hilton Worldwide Holdings Reduce 15.71% 112,755 2.83
INTU - Intuit Inc. Reduce 17.74% 32,783 2.80
CPNG - Coupang Inc. Reduce 23.33% 2,211,072 6.29
BLND - Blend Labs Inc. Reduce 58.00% 6,520,188 1.49
Q2  2023
BLND - Blend Labs Inc. Add 8.23% 855,281 0.11
HLT - Hilton Worldwide Holdings Add 8.15% 54,108 1.07