Dennis Hong - ShawSpring Partners Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  10
Portfolio Value  $727.74M

Portfolio Overview

Comprehensive analysis of Dennis Hong's investment portfolio

9
Total Holdings
$727.7M
Portfolio Value
Mar 31, 2025
Latest Filing
14.1%
Largest Position

Top Holdings

1
INTU
INTUIT
$102.5M
14.1%
+0.9%
2
NCNO
NCINO INC
$100.3M
13.8%
+0.4%
3
PCOR
PROCORE TECHNOLOGIES INC
$94.9M
13.0%
+0.2%
4
CSGP
COSTAR GROUP INC
$91.0M
12.5%
+0.3%
5
BRZE
BRAZE INC
$85.6M
11.8%
+0.6%

Recent Activity

INTU
Intuit Inc.
-166,936
Jun 30, 2025
HLT
Hilton Worldwide Holdings Inc.
-179,612
Jun 30, 2025
VERX
Vertex, Inc.
-490,162
Jun 30, 2025
Dennis Hong - ShawSpring Partners Portfolio & Holdings (2024) | insiderset.com