ShawSpring Partners Dennis Hong
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $792.4M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
INTU
|
Intuit Inc | 109.3M 13.79% | 138.8K | -28.1K ↓16.84% | |
|
CSGP
|
Costar Group, Inc. | 109.0M 13.75% | 1.4M | +207.8K ↑18.09% | |
|
PCOR
|
Procore Technologies Inc | 106.8M 13.48% | 1.6M | +124.3K ↑8.65% | |
|
OKTA
|
Okta Inc - Class A | 95.4M 12.03% | 954.3K | +954.3K Newly Added | |
|
MNDY
|
Monday.Com Ltd | 88.4M 11.16% | 281.2K | -97.5K ↓25.74% | |
|
NCNO
|
Ncino Inc. | 80.8M 10.19% | 2.9M | -764.2K ↓20.92% | |
|
FOUR
|
Shift4 Payments Inc - Class A | 77.2M 9.74% | 778.7K | -120.2K ↓13.37% | |
|
BRZE
|
Braze Inc - Class A | 70.8M 8.93% | 2.5M | +146.2K ↑6.16% | |
|
BLND
|
Blend Labs Inc - Class A | 29.4M 3.71% | 8.9M | = | |
|
VERX
|
Vertex Inc Class A | 25.2M 3.17% | 712.4K | +222.3K ↑45.35% |
Sold Out Positions
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