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
$0.6B
Portfolio Value
Technology
Top Sector
3
Sectors
Investment Strategy Insights
- • Dennis Hong maintains a diversified portfolio across 3 sectors
- • Top 5 holdings represent 65.2% of the portfolio
- • Largest position: INTUIT (INTU) at 14.1%
Trends by sector
Investment Adjustments from Previous Filing
ShawSpring Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| INTU INTUIT | 14.08% | $102,497,035 |
| NCNO NCINO INC | 13.78% | $100,318,187 |
| PCOR PROCORE TECHNOLOGIES INC | 13.04% | $94,892,593 |
| CSGP COSTAR GROUP INC | 12.50% | $90,979,967 |
| BRZE BRAZE INC | 11.77% | $85,631,767 |
| FOUR SHIFT4 PMTS INC | 10.09% | $73,446,995 |
| HLT HILTON WORLDWIDE HLDGS INC | 5.62% | $40,870,711 |
| BLND BLEND LABS INC | 4.10% | $29,851,981 |
| VERX VERTEX INC | 2.36% | $17,160,572 |