Dennis Hong's Portfolio Reflects Strong Focus in Technology and Real Estate

Dennis Hong's Investment Portfolio Analysis

As of 2025-09-30, Dennis Hong's portfolio demonstrates a strategic focus on key sectors, primarily Technology and Real Estate. The majority of investments are concentrated in companies within these sectors.

Top Holdings by Value

• FOUR (FOUR): This technology company leads the portfolio with a total stock value of $96,856,348. The investment increased by 60.7% from prior periods.
• OKTA (OKTA): Another Technology sector leader, valued at $90,827,566, showing a slight increase of 3.79%.
• PCOR (PCOR): A Technology company with a total stock value of $78,601,416, down by 30.97% from prior periods.
• INTU (INTU): Also in the Technology sector, valued at $78,103,734, decreasing by 17.62%.
• CSGP (CSGP): A Real Estate company with a total stock value of $75,598,389, down by 33.92%.
• MNDY (MNDY): With no specified sector, valued at $7,248,2865, increasing by 33.07%.
• BRZE (BRZE): A Technology company valued at $52,564,059, decreasing by 26.65%.
• NCNO (NCNO): Another Technology company with a total stock value of $4,211,9695, down by 46.2%.

Sector Allocation Analysis

The portfolio shows the highest concentration in the Technology sector, comprising approximately half of the total investment. Companies like FOUR and OKTA are leading this allocation with significant holdings.

Notable Changes

Four (FOUR): The largest holding has seen a substantial increase in value by 60.7%, indicating strong performance.

PCOR, INTU, and CSGP: These Technology companies have experienced decreases of over 30%, highlighting potential risks in current market conditions.

Investment Strategy

Dennis Hong's strategy appears to be a balanced mix between high-growth areas like Technology and Real Estate, with a focus on established companies. The portfolio reflects a calculated risk-taking approach, particularly in the Technology sector, supported by a diversified allocation across key sectors.

Investors should consider the current market trends and the company's fundamentals before making informed decisions based on this analysis.