ShawSpring Partners Dennis Hong
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $672.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FOUR
|
Shift4 Payments Inc - Class A | 96.9M 14.4% | 1.3M | +472.7K ↑60.70% | |
|
OKTA
|
Okta Inc - Class A | 90.8M 13.5% | 990.5K | +36.2K ↑3.79% | |
|
PCOR
|
Procore Technologies Inc | 78.6M 11.68% | 1.1M | -483.7K ↓30.97% | |
|
INTU
|
Intuit Inc | 78.1M 11.61% | 114.4K | -24.5K ↓17.62% | |
|
CSGP
|
Costar Group, Inc. | 75.6M 11.23% | 896.0K | -460.0K ↓33.92% | |
|
MNDY
|
Monday.Com Ltd | 72.5M 10.77% | 374.2K | +93.0K ↑33.07% | |
|
BRZE
|
Braze Inc - Class A | 52.6M 7.81% | 1.8M | -671.4K ↓26.65% | |
|
NCNO
|
Ncino Inc. | 42.1M 6.26% | 1.6M | -1.3M ↓46.20% | |
|
BLND
|
Blend Labs Inc - Class A | 35.9M 5.34% | 9.8M | +929.6K ↑10.43% | |
|
VERX
|
Vertex Inc Class A | 26.8M 3.98% | 1.1M | +369.0K ↑51.79% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 22.7M 3.37% | 217.5K | +217.5K Newly Added |