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Dennis Hong
ShawSpring Partners
Portfolio Value: $531.1M
Holdings: 11
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| BABA | 7.3 | 10.44% | Buy | 378.2K | $55.4M | $146.58 | — | — |
| LMACA | 6.3 | 6.90% | Add 71% | 371.8K | $36.6M | $98.51 | — | — |
| AMZN | 6.1 | 5.15% | Buy | 118.4K | $27.3M | $230.82 | $272.68 | +18.1% |
| CSGP | 5.0 | 12.12% | Add 7% | 957.6K | $64.4M | $67.24 | — | — |
| OKTA | 1.0 | 14.38% | Reduce 11% | 883.4K | $76.4M | $86.47 | — | — |
| FOUR | 1.0 | 13.62% | Reduce 8% | 1.15M | $72.3M | $62.97 | — | — |
| BLND | 1.0 | 5.17% | Reduce 8% | 9.02M | $27.4M | $3.04 | — | — |
| BRZE | 0.0 | 9.51% | Reduce 20% | 1.47M | $50.5M | $34.29 | — | — |
| PCOR | 0.0 | 9.33% | Reduce 37% | 681.5K | $49.6M | $72.74 | — | — |
| MNDY | 0.0 | 7.06% | Reduce 32% | 254.0K | $37.5M | $147.56 | — | — |
| INTU | 0.0 | 6.33% | Reduce 56% | 50.7K | $33.6M | $662.42 | — | — |
| NCNO | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| VERX | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |