Dennis Hong's Top Holdings Show Mixed Quarterly Changes
Dennis Hong's portfolio saw significant shifts in the fourth quarter, with major increases in COSTAR GROUP and Liberty Media Corp DEL, while positions in several tech stocks like OKTA and FOUR decreased.
As of December 31, 2025, Dennis Hong's portfolio at ShawSpring Partners, valued at approximately $531.1 million, showed mixed trends in its top holdings compared to the previous quarter.
The most notable change was a 100% increase in shares of ALIBABA GROUP HLDG LTD (BABA), which added 378,155 shares. This significant position now accounts for about 10.44% of the total portfolio value. Dennis Hong's stake in BABA can be explored further here: https://www.insiderset.com/investors/stocks/BABA.
Conversely, several large positions saw substantial reductions. OKTA INC (OKTA) experienced a 10.81% decrease in its share count, while SHIFT4 PMTS INC (FOUR) saw an 8.19% reduction. BRAZE INC (BRZE) and PROCORE TECHNOLOGIES INC (PCOR) also reported significant declines of 20.3% and 36.77% respectively. Detailed views for these stocks are available at: OKTA, FOUR, BRZE, and PCOR.
On the positive side for this quarter, Dennis Hong increased his stake in COSTAR GROUP INC (CSGP) by 6.87%, adding 61,523 shares. Similarly, there was a 70.94% increase in shares of LIBERTY MEDIA CORP DEL (FWONK). Further details on these holdings can be found at: CSGP and FWONK.
Other significant changes included a decrease in MONDAY COM LTD (MNDY) by 32.14%, a reduction in INTUIT (INTU) by 55.65%, and a decrease in BLEND LABS INC (BLND) by 8.3%. Investors can review these positions at: MNDY, INTU, and BLND.
For a complete overview of Dennis Hong's investment profile, visit: Dennis Hong's Profile.