Portfolio holdings of Dennis Hong - ShawSpring Partners. Dennis Hong - ShawSpring Partners stock picks:. Stock Holdings page.
Dennis Hong - ShawSpring Partners
Period: Q3 2024
Portfolio date: 30 Sep 2024
No. of stocks: 10
Portfolio value: $791,591,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | FOUR - Shift4 Payments Inc. CL A | 14.77 | Reduce 5.89% | 1,319,879 | $88.60 | $116,941,000 | $101.90 | 15.01% | $55.87 | $106.31 | |
| ≡ | MNDY - monday.com Ltd. | 12.30 | Reduce 15.46% | 350,530 | $277.77 | $97,367,000 | $260.15 | -6.34% | $169.46 | $324.99 | |
| ≡ | SE - Sea Ltd | 11.23 | Add 11.12% | 943,179 | $94.28 | $88,923,000 | $114.46 | 21.40% | $34.35 | $117.52 | |
| ≡ | PCOR - Procore Technologies Inc. | 11.21 | Add 493.25% | 1,438,082 | $61.72 | $88,758,000 | $70.26 | 13.84% | $49.46 | $83.35 | |
| ≡ | IAC - IAC Inc. | 10.74 | Reduce 32.64% | 1,579,928 | $53.82 | $85,032,000 | $47.72 | -11.33% | $43.51 | $58.29 | |
| ≡ | NCNO - nCino Inc. | 10.59 | Add 115.86% | 2,653,687 | $31.59 | $83,830,000 | $40.08 | 26.88% | $27.47 | $43.20 | |
| ≡ | CPNG - Coupang Inc. | 9.19 | Reduce 7.70% | 2,963,346 | $24.55 | $72,750,000 | $23.97 | -2.36% | $13.51 | $26.91 | |
| ≡ | HLT - Hilton Worldwide Holdings | 8.43 | Reduce 36.87% | 289,420 | $230.50 | $66,711,000 | $250.14 | 8.52% | $164.79 | $255.71 | |
| ≡ | INTU - Intuit Inc. | 8.39 | Reduce 14.56% | 106,952 | $621.00 | $66,417,000 | $650.60 | 4.77% | $554.63 | $714.78 | |
| ≡ | BLND - Blend Labs Inc. | 3.14 | Reduce 1.28% | 6,629,990 | $3.75 | $24,862,000 | $5.07 | 35.20% | $1.18 | $5.11 |
* 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 | 48.47 | |
| Information Technology | 23.16 | |
| Consumer Discretionary | 19.17 | |
| Consumer Cyclical | 9.19 |
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