Portfolio holdings of Dennis Hong - ShawSpring Partners. Dennis Hong - ShawSpring Partners stock picks:. Stock Holdings page.
Dennis Hong - ShawSpring Partners
Period: Q4 2024
Portfolio date: 31 Dec 2024
No. of stocks: 11
Portfolio value: $754,917,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | FOUR - Shift4 Payments Inc. CL A | 13.33 | Reduce 26.53% | 969,748 | $103.78 | $100,640,000 | $81.71 | -21.27% | $55.87 | $127.50 | |
| ≡ | PCOR - Procore Technologies Inc. | 11.88 | Reduce 16.75% | 1,197,199 | $74.93 | $89,706,000 | $66.02 | -11.89% | $49.46 | $88.92 | |
| ≡ | MNDY - monday.com Ltd. | 11.81 | Add 8.04% | 378,712 | $235.44 | $89,164,000 | $243.16 | 3.28% | $174.75 | $342.64 | |
| ≡ | NCNO - nCino Inc. | 11.69 | Reduce 0.94% | 2,628,856 | $33.58 | $88,277,000 | $27.47 | -18.20% | $27.29 | $43.20 | |
| ≡ | HLT - Hilton Worldwide Holdings | 10.29 | Add 8.64% | 314,437 | $247.16 | $77,716,000 | $227.55 | -7.93% | $193.36 | $275.07 | |
| ≡ | CSGP - CoStar Group Inc. | 8.63 | Buy | 909,803 | $71.59 | $65,133,000 | $79.23 | 10.67% | $68.26 | $96.98 | |
| ≡ | IAC - IAC Inc. | 8.52 | Reduce 5.69% | 1,490,081 | $43.14 | $64,282,000 | $45.94 | 6.49% | $39.61 | $58.29 | |
| ≡ | BRZE - Braze Inc A | 8.32 | Buy | 1,500,413 | $41.88 | $62,837,000 | $36.08 | -13.85% | $29.18 | $48.33 | |
| ≡ | INTU - Intuit Inc. | 7.14 | Reduce 19.84% | 85,728 | $628.50 | $53,880,000 | $613.99 | -2.31% | $553.24 | $713.59 | |
| ≡ | SE - Sea Ltd | 4.43 | Reduce 66.55% | 315,538 | $106.10 | $33,479,000 | $130.49 | 22.99% | $51.70 | $147.73 | |
| ≡ | BLND - Blend Labs Inc. | 3.95 | Add 6.77% | 7,079,165 | $4.21 | $29,803,000 | $3.35 | -20.43% | $2.08 | $5.53 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
| Technology | 52.08 | |
| Information Technology | 20.47 | |
| Consumer Discretionary | 18.81 | |
| Financials | 8.63 |
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