Dennis Hong - ShawSpring Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | INTU - Intuit Inc. | Reduce 19.29% | 9,782 | 1.22 |
| ☰ | BABA - Alibaba Group Holdings Ltd. | Reduce 23.24% | 87,894 | 2.43 |
| ☰ | BRZE - Braze, Inc. | Reduce 24.50% | 360,906 | 2.33 |
| ☰ | OKTA - Okta, Inc. | Reduce 36.04% | 318,405 | 5.18 |
| ☰ | FWONK - Formula One Group | Reduce 45.42% | 168,901 | 3.13 |
| ☰ | CSGP - CoStar Group, Inc. | Reduce 64.59% | 618,476 | 7.83 |
| ☰ | PCOR - Procore Technologies, Inc. | Reduce 68.20% | 464,780 | 6.36 |
| ☰ | FOUR - Shift4 Payments, Inc. | Sell 100.00% | 1,148,861 | 13.62 |
| ☰ | MNDY - monday.com Ltd. | Sell 100.00% | 253,959 | 7.06 |
| ☰ | BLND - Blend Labs Inc | Sell 100.00% | 9,024,099 | 5.17 |
| Q4 2025 | ||||
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 8.19% | 102,513 | 1.18 |
| ☰ | BLND - Blend Labs Inc | Reduce 8.30% | 816,506 | 0.44 |
| ☰ | OKTA - Okta, Inc. | Reduce 10.81% | 107,045 | 1.46 |
| ☰ | BRZE - Braze, Inc. | Reduce 20.30% | 375,239 | 1.59 |
| ☰ | MNDY - monday.com Ltd. | Reduce 32.14% | 120,262 | 3.46 |
| ☰ | PCOR - Procore Technologies, Inc. | Reduce 36.77% | 396,377 | 4.30 |
| ☰ | INTU - Intuit Inc. | Reduce 55.65% | 63,648 | 6.46 |
| ☰ | NCNO - nCino, Inc. | Sell 100.00% | 1,553,659 | 6.26 |
| ☰ | VERX - Vertex Inc | Sell 100.00% | 1,081,446 | 3.99 |
| Q3 2025 | ||||
| ☰ | INTU - Intuit Inc. | Reduce 17.62% | 24,454 | 2.43 |
| ☰ | BRZE - Braze, Inc. | Reduce 26.65% | 671,356 | 2.38 |
| ☰ | PCOR - Procore Technologies, Inc. | Reduce 30.97% | 483,700 | 4.18 |
| ☰ | CSGP - CoStar Group, Inc. | Reduce 33.92% | 460,026 | 4.67 |
| ☰ | NCNO - nCino, Inc. | Reduce 46.20% | 1,334,107 | 4.71 |
| Q2 2025 | ||||
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 13.37% | 120,152 | 1.35 |
| ☰ | INTU - Intuit Inc. | Reduce 16.84% | 28,113 | 2.37 |
| ☰ | NCNO - nCino, Inc. | Reduce 20.92% | 764,152 | 2.88 |
| ☰ | MNDY - monday.com Ltd. | Reduce 25.74% | 97,499 | 3.26 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Sell 100.00% | 179,612 | 5.62 |
| Q1 2025 | ||||
| ☰ | MNDY - monday.com Ltd. | Reduce 0.00% | 1 | 0.00 |
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 7.31% | 70,874 | 0.97 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 42.88% | 134,825 | 4.41 |
| ☰ | PPLI - People Inc. | Sell 100.00% | 1,490,081 | 8.52 |
| ☰ | SE - Sea Ltd. | Sell 100.00% | 315,538 | 4.43 |
| Q4 2024 | ||||
| ☰ | NCNO - nCino, Inc. | Reduce 0.94% | 24,831 | 0.10 |
| ☰ | PPLI - People Inc. | Reduce 5.69% | 109,523 | 0.61 |
| ☰ | PCOR - Procore Technologies, Inc. | Reduce 16.75% | 240,883 | 1.88 |
| ☰ | INTU - Intuit Inc. | Reduce 19.84% | 21,224 | 1.66 |
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 26.53% | 350,131 | 3.92 |
| ☰ | SE - Sea Ltd. | Reduce 66.55% | 627,641 | 7.47 |
| ☰ | CPNG - Coupang, Inc. | Sell 100.00% | 2,963,346 | 9.19 |
| Q3 2024 | ||||
| ☰ | BLND - Blend Labs Inc | Reduce 1.28% | 86,154 | 0.03 |
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 5.89% | 82,554 | 0.87 |
| ☰ | CPNG - Coupang, Inc. | Reduce 7.70% | 247,113 | 0.75 |
| ☰ | INTU - Intuit Inc. | Reduce 14.56% | 18,225 | 1.73 |
| ☰ | MNDY - monday.com Ltd. | Reduce 15.46% | 64,088 | 2.23 |
| ☰ | PPLI - People Inc. | Reduce 32.64% | 933,031 | 5.17 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 36.87% | 169,001 | 5.32 |
| Q2 2024 | ||||
| ☰ | INTU - Intuit Inc. | Reduce 4.57% | 5,992 | 0.50 |
| ☰ | MNDY - monday.com Ltd. | Reduce 4.88% | 21,278 | 0.62 |
| ☰ | FOUR - Shift4 Payments, Inc. | Reduce 12.15% | 193,988 | 1.65 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 19.68% | 112,288 | 3.08 |
| ☰ | PPLI - People Inc. | Reduce 24.02% | 903,927 | 5.08 |
| ☰ | CPNG - Coupang, Inc. | Reduce 34.96% | 1,725,574 | 3.94 |
| ☰ | SE - Sea Ltd. | Reduce 55.10% | 1,041,510 | 7.18 |
| Q1 2024 | ||||
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 2.98% | 17,513 | 0.52 |
| ☰ | INTU - Intuit Inc. | Reduce 11.12% | 16,408 | 1.68 |
| ☰ | PPLI - People Inc. | Reduce 13.93% | 609,181 | 4.30 |
| ☰ | CPNG - Coupang, Inc. | Reduce 21.79% | 1,375,159 | 3.65 |
| ☰ | SE - Sea Ltd. | Reduce 30.13% | 815,007 | 5.42 |
| Q4 2023 | ||||
| ☰ | PPLI - People Inc. | Reduce 2.50% | 112,139 | 0.78 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 2.78% | 16,844 | 0.42 |
| ☰ | INTU - Intuit Inc. | Reduce 2.91% | 4,426 | 0.38 |
| ☰ | CPNG - Coupang, Inc. | Reduce 13.16% | 956,439 | 2.72 |
| ☰ | BLND - Blend Labs Inc | Reduce 15.26% | 720,385 | 0.16 |
| Q3 2023 | ||||
| ☰ | PPLI - People Inc. | Reduce 12.02% | 612,915 | 4.30 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 15.71% | 112,755 | 2.24 |
| ☰ | INTU - Intuit Inc. | Reduce 17.74% | 32,783 | 2.05 |
| ☰ | CPNG - Coupang, Inc. | Reduce 23.33% | 2,211,072 | 5.24 |
| ☰ | BLND - Blend Labs Inc | Reduce 58.00% | 6,520,188 | 0.84 |
| Q2 2023 | ||||
| ☰ | SE - Sea Ltd. | Reduce 0.26% | 4,779 | 0.05 |
| ☰ | PPLI - People Inc. | Reduce 2.07% | 107,755 | 0.60 |
| ☰ | INTU - Intuit Inc. | Reduce 11.33% | 23,607 | 1.39 |
| ☰ | SNOW - Snowflake Inc. | Sell 100.00% | 249,626 | 5.07 |
| Q1 2023 | ||||
| ☰ | SNOW - Snowflake Inc. | Reduce 22.50% | 72,456 | 1.65 |
| ☰ | SE - Sea Ltd. | Reduce 32.56% | 889,977 | 7.36 |
| Q4 2022 | ||||
| ☰ | INTU - Intuit Inc. | Reduce 5.76% | 11,938 | 0.64 |
| ☰ | HLT - Hilton Worldwide Holdings Inc. | Reduce 46.58% | 542,942 | 9.09 |
| Q3 2022 | ||||
| ☰ | CPNG - Coupang, Inc. | Reduce 8.24% | 555,592 | 1.25 |
| Q2 2022 | ||||
| ☰ | CPNG - Coupang, Inc. | Reduce 4.25% | 299,046 | 0.73 |
| ☰ | PPLI - People Inc. | Reduce 7.47% | 301,822 | 3.42 |
| Q1 2022 | ||||
| ☰ | PPLI - People Inc. | Reduce 11.51% | 526,056 | 6.96 |
| ☰ | XYZ - Block, Inc. | Sell 100.00% | 443,240 | 8.83 |
| ☰ | ANGI - Angi Inc. | Sell 100.00% | 4,501,823 | 5.11 |
| Q4 2021 | ||||
| ☰ | XYZ - Block, Inc. | Reduce 27.38% | 167,100 | 4.18 |
| ☰ | VMEO - Vimeo Inc | Sell 100.00% | 2,952,085 | 9.05 |
| Q3 2021 | ||||
| ☰ | XYZ - Block, Inc. | Reduce 8.34% | 55,500 | 1.28 |
| ☰ | SE - Sea Ltd. | Reduce 26.97% | 342,014 | 8.92 |
| ☰ | MTCH - Match Group, Inc. | Sell 100.00% | 384,962 | 5.90 |
| Q2 2021 | ||||
| ☰ | MTCH - Match Group, Inc. | Reduce 41.24% | 270,148 | 7.30 |
| Q1 2021 | ||||
| ☰ | SE - Sea Ltd. | Reduce 13.17% | 165,629 | 6.41 |
| ☰ | MTCH - Match Group, Inc. | Reduce 15.42% | 119,446 | 3.51 |
| Q4 2020 | ||||
| ☰ | MTCH - Match Group, Inc. | Reduce 0.58% | 4,554 | 0.13 |
| ☰ | XYZ - Block, Inc. | Reduce 11.61% | 65,359 | 2.70 |
| Q3 2020 | ||||
| ☰ | ANGI - Angi Inc. | Reduce 11.41% | 34,950 | 0.95 |
| ☰ | XYZ - Block, Inc. | Reduce 30.92% | 252,053 | 5.92 |
| ☰ | HNIB - Iac Interactivecorp | Sell 100.00% | 410,958 | 29.77 |
| ☰ | JD - JD.com, Inc. | Sell 100.00% | 844,108 | 11.38 |
| ☰ | CVNA - Carvana Co. | Sell 100.00% | 1,135,285 | 6.11 |
| Q2 2020 | ||||
| ☰ | JD - JD.com, Inc. | Reduce 5.80% | 51,959 | 0.74 |
| ☰ | CVNA - Carvana Co. | Reduce 35.97% | 637,820 | 2.49 |
| ☰ | ANGI - Angi Inc. | Reduce 49.98% | 306,062 | 5.68 |
| ☰ | SE - Sea Ltd. | Reduce 63.45% | 1,824,164 | 28.59 |
| Q1 2020 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 44.66% | 1,430,820 | 10.56 |
| Q3 2019 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 20.07% | 759,400 | 5.57 |
| ☰ | HNIB - Iac Interactivecorp | Reduce 51.18% | 108,825 | 13.87 |
| Q2 2019 | ||||
| ☰ | CVNA - Carvana Co. | Reduce 13.65% | 598,105 | 4.37 |
| ☰ | HNIB - Iac Interactivecorp | Reduce 15.74% | 39,724 | 5.25 |
| ☰ | JD - JD.com, Inc. | Reduce 35.29% | 305,203 | 5.79 |
| Q1 2019 | ||||
| ☰ | JD - JD.com, Inc. | Reduce 34.59% | 457,411 | 9.91 |