ShawSpring Partners Dennis Hong

Top positions activity

Value History

Quarterly report: Q1 2025

Total portfolio value: $727.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
INTU
Intuit Inc 102.5M 14.08% 166.9K +81.2K ↑94.73%
NCNO
Ncino Inc. 100.3M 13.78% 3.7M +1.0M ↑38.92%
PCOR
Procore Technologies Inc 94.9M 13.03% 1.4M +240.1K ↑20.06%
MNDY
Monday.Com Ltd 92.1M 12.65% 378.7K -1 ↓0.00%
CSGP
Costar Group, Inc. 91.0M 12.5% 1.1M +238.5K ↑26.21%
BRZE
Braze Inc - Class A 85.6M 11.76% 2.4M +873.0K ↑58.18%
FOUR
Shift4 Payments Inc - Class A 73.4M 10.09% 898.9K -70.9K ↓7.31%
HLT
Hilton Worldwide Holdings Inc 40.9M 5.61% 179.6K -134.8K ↓42.88%
BLND
Blend Labs Inc - Class A 29.9M 4.1% 8.9M +1.8M ↑25.88%
VERX
Vertex Inc Class A 17.2M 2.35% 490.2K +490.2K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
IAC
IAC InterActiveCorp. - New 64.3M 8.51% 1.5M Sold Out
SE
Sea Ltd - ADR 33.5M 4.43% 315.5K Sold Out