Dennis Hong's ShawSpring Partners Portfolio Update: December 2025 Holdings
Dennis Hong's $531 million portfolio as of December 31, 2025, shows significant changes in Technology and Real Estate holdings.
Dennis Hong's portfolio at ShawSpring Partners, valued at $531.1 million as of December 31, 2025, reflects strategic adjustments across various sectors.
Notable increases were seen in COSTAR GROUP INC (CSGP), which grew its share by 6.87%, and LIBERTY MEDIA CORP DEL (FWONK), which saw a substantial 70.94% increase in shares.
Conversely, several Technology holdings experienced significant reductions, including OKTA INC (OKTA) (-10.81%), SHIFT4 PMTS INC (FOUR) (-8.19%), and BRAZE INC (BRZE) (-20.3%).
Other changes include a 100% increase in shares for ALIBABA GROUP HLDG LTD (BABA) and decreases in PROCORE TECHNOLOGIES INC (PCOR) (-36.77%) and MONDAY COM LTD (MNDY) (-32.14%).
BLEND LABS INC (BLND) also saw a decrease of 8.3% in shares during the period.
For detailed analysis of each holding, please visit the investor profile and individual stock pages.