ShawSpring Partners Dennis Hong
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $531.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
OKTA
|
Okta Inc - Class A | 76.4M 14.38% | 883.4K | -107.0K ↓10.81% | |
|
FOUR
|
Shift4 Payments Inc - Class A | 72.3M 13.62% | 1.1M | -102.5K ↓8.19% | |
|
CSGP
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Costar Group, Inc. | 64.4M 12.12% | 957.6K | +61.5K ↑6.87% | |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 55.4M 10.43% | 378.2K | +378.2K Newly Added | |
|
BRZE
|
Braze Inc - Class A | 50.5M 9.51% | 1.5M | -375.2K ↓20.30% | |
|
PCOR
|
Procore Technologies Inc | 49.6M 9.33% | 681.5K | -396.4K ↓36.77% | |
|
MNDY
|
Monday.Com Ltd | 37.5M 7.05% | 254.0K | -120.3K ↓32.14% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 36.6M 6.89% | 371.8K | +154.3K ↑70.94% | |
|
INTU
|
Intuit Inc | 33.6M 6.32% | 50.7K | -63.6K ↓55.65% | |
|
BLND
|
Blend Labs Inc - Class A | 27.4M 5.16% | 9.0M | -816.5K ↓8.30% | |
|
AMZN
|
Amazon.com Inc. | 27.3M 5.14% | 118.4K | +118.4K Newly Added |
Sold Out Positions
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