Dennis Hong - ShawSpring Partners

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ FOUR - Shift4 Payments Inc. CL A Sell 100.00% 1,148,861 13.62
≡ ZS - Zscaler Inc. Buy 200,416 10.51
≡ PCOR - Procore Technologies Inc. Reduce 68.20% 464,780 9.91
≡ OKTA - Okta Inc. Reduce 36.04% 318,405 9.37
≡ CSGP - CoStar Group Inc. Reduce 64.59% 618,476 9.32
≡ MNDY - monday.com Ltd. Sell 100.00% 253,959 7.06
≡ CPNG - Coupang Inc. Buy 906,291 6.39
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 45.42% 168,901 5.37
≡ AMZN - Amazon.com Inc. Add 57.47% 68,061 5.30
≡ BLND - Blend Labs Inc. Sell 100.00% 9,024,099 5.17
≡ BABA - Alibaba Group Holdings Reduce 23.24% 87,894 4.12
≡ GDS - GDS Holdings Ltd Buy 221,782 3.34
≡ BRZE - Braze Inc A Reduce 24.50% 360,906 3.18
≡ CEG - Constellation Energy Corp. Buy 23,167 2.42
≡ INTU - Intuit Inc. Reduce 19.29% 9,782 1.58
Q4  2025
≡ BABA - Alibaba Group Holdings Buy 378,155 10.44
≡ INTU - Intuit Inc. Reduce 55.65% 63,648 7.94
≡ NCNO - nCino Inc. Sell 100.00% 1,553,659 6.26
≡ PCOR - Procore Technologies Inc. Reduce 36.77% 396,377 5.43
≡ AMZN - Amazon.com Inc. Buy 118,438 5.15
≡ VERX - Vertex Inc. Sell 100.00% 1,081,446 3.99
≡ MNDY - monday.com Ltd. Reduce 32.14% 120,262 3.34
≡ FWONK - Liberty Media Corp Formula One Series C Add 70.94% 154,306 2.86
≡ BRZE - Braze Inc A Reduce 20.30% 375,239 2.42
≡ OKTA - Okta Inc. Reduce 10.81% 107,045 1.74
≡ FOUR - Shift4 Payments Inc. CL A Reduce 8.19% 102,513 1.22
≡ CSGP - CoStar Group Inc. Add 6.87% 61,523 0.78
≡ BLND - Blend Labs Inc. Reduce 8.30% 816,506 0.47
Q3  2025
≡ CSGP - CoStar Group Inc. Reduce 33.92% 460,026 5.77
≡ FOUR - Shift4 Payments Inc. CL A Add 60.70% 472,652 5.44
≡ NCNO - nCino Inc. Reduce 46.20% 1,334,107 5.38
≡ PCOR - Procore Technologies Inc. Reduce 30.97% 483,700 5.25
≡ FWONK - Liberty Media Corp Formula One Series C Buy 217,523 3.38
≡ BRZE - Braze Inc A Reduce 26.65% 671,356 2.84
≡ MNDY - monday.com Ltd. Add 33.07% 93,009 2.68
≡ INTU - Intuit Inc. Reduce 17.62% 24,454 2.48
≡ VERX - Vertex Inc. Add 51.79% 369,001 1.36
≡ BLND - Blend Labs Inc. Add 10.43% 929,566 0.50
≡ OKTA - Okta Inc. Add 3.79% 36,193 0.49
Q2  2025
≡ OKTA - Okta Inc. Buy 954,293 12.04
≡ HLT - Hilton Worldwide Holdings Sell 100.00% 179,612 5.62
≡ MNDY - monday.com Ltd. Reduce 25.74% 97,499 3.87
≡ INTU - Intuit Inc. Reduce 16.84% 28,113 2.79
≡ NCNO - nCino Inc. Reduce 20.92% 764,152 2.70
≡ CSGP - CoStar Group Inc. Add 18.09% 207,758 2.11
≡ FOUR - Shift4 Payments Inc. CL A Reduce 13.37% 120,152 1.50
≡ PCOR - Procore Technologies Inc. Add 8.65% 124,282 1.07
≡ VERX - Vertex Inc. Add 45.35% 222,283 0.99
≡ BRZE - Braze Inc A Add 6.16% 146,214 0.52
Q1  2025
≡ IAC - IAC Inc. Sell 100.00% 1,490,081 8.52
≡ INTU - Intuit Inc. Add 94.73% 81,208 6.85
≡ SE - Sea Ltd Sell 100.00% 315,538 4.43
≡ BRZE - Braze Inc A Add 58.18% 872,973 4.33
≡ HLT - Hilton Worldwide Holdings Reduce 42.88% 134,825 4.22
≡ NCNO - nCino Inc. Add 38.92% 1,023,062 3.86
≡ CSGP - CoStar Group Inc. Add 26.21% 238,499 2.60
≡ VERX - Vertex Inc. Buy 490,162 2.36
≡ PCOR - Procore Technologies Inc. Add 20.06% 240,132 2.18
≡ BLND - Blend Labs Inc. Add 25.88% 1,831,874 0.84
≡ FOUR - Shift4 Payments Inc. CL A Reduce 7.31% 70,874 0.80
≡ MNDY - monday.com Ltd. Reduce 0.00% 1 0.00
Q4  2024
≡ CPNG - Coupang Inc. Sell 100.00% 2,963,346 9.19
≡ SE - Sea Ltd Reduce 66.55% 627,641 8.81
≡ CSGP - CoStar Group Inc. Buy 909,803 8.63
≡ BRZE - Braze Inc A Buy 1,500,413 8.32
≡ FOUR - Shift4 Payments Inc. CL A Reduce 26.53% 350,131 4.81
≡ PCOR - Procore Technologies Inc. Reduce 16.75% 240,883 2.39
≡ INTU - Intuit Inc. Reduce 19.84% 21,224 1.77
≡ MNDY - monday.com Ltd. Add 8.04% 28,182 0.88
≡ HLT - Hilton Worldwide Holdings Add 8.64% 25,017 0.82
≡ IAC - IAC Inc. Reduce 5.69% 89,847 0.51
≡ BLND - Blend Labs Inc. Add 6.77% 449,175 0.25
≡ NCNO - nCino Inc. Reduce 0.94% 24,831 0.11
Q3  2024
≡ PCOR - Procore Technologies Inc. Add 493.25% 1,195,675 9.32
≡ NCNO - nCino Inc. Add 115.86% 1,424,349 5.68
≡ IAC - IAC Inc. Reduce 32.64% 765,407 5.20
≡ HLT - Hilton Worldwide Holdings Reduce 36.87% 169,001 4.92
≡ MNDY - monday.com Ltd. Reduce 15.46% 64,088 2.25
≡ INTU - Intuit Inc. Reduce 14.56% 18,225 1.43
≡ SE - Sea Ltd Add 11.12% 94,382 1.12
≡ FOUR - Shift4 Payments Inc. CL A Reduce 5.89% 82,554 0.92
≡ CPNG - Coupang Inc. Reduce 7.70% 247,113 0.77
≡ BLND - Blend Labs Inc. Reduce 1.28% 86,154 0.04
Q2  2024
≡ SE - Sea Ltd Reduce 55.10% 1,041,510 10.72
≡ NCNO - nCino Inc. Buy 1,229,338 5.58
≡ CPNG - Coupang Inc. Reduce 34.96% 1,725,574 5.21
≡ IAC - IAC Inc. Reduce 24.02% 741,531 5.01
≡ HLT - Hilton Worldwide Holdings Reduce 19.68% 112,288 3.53
≡ PCOR - Procore Technologies Inc. Buy 242,407 2.32
≡ FOUR - Shift4 Payments Inc. CL A Reduce 12.15% 193,988 2.05
≡ BLND - Blend Labs Inc. Add 58.74% 2,485,283 0.85
≡ MNDY - monday.com Ltd. Reduce 4.88% 21,278 0.74
≡ INTU - Intuit Inc. Reduce 4.57% 5,992 0.57
Q1  2024
≡ FOUR - Shift4 Payments Inc. CL A Buy 1,596,421 13.55
≡ MNDY - monday.com Ltd. Buy 435,896 12.64
≡ SE - Sea Ltd Reduce 30.13% 815,007 5.62
≡ IAC - IAC Inc. Reduce 13.93% 499,739 3.42
≡ CPNG - Coupang Inc. Reduce 21.79% 1,375,159 3.14
≡ INTU - Intuit Inc. Reduce 11.12% 16,408 1.37
≡ HLT - Hilton Worldwide Holdings Reduce 2.98% 17,513 0.48