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 |