Dennis Hong
ShawSpring Partners · 12 closed periods in the current 3-year detail window (latest closed period: Q4 2025 → next disclosure, 11 priced positions, -8.12% return). Every disclosed long-equity position appears in the table for its period; the Valid column shows 1 (counted in the math) or 0 (excluded — hover the row for the reason). See the methodology for the exact math.
Download CSVChecking Google Sheets
2026-02-13 → 2026-05-14
11 of 11 priced100.00% coverage-8.12%Holdings from Q4 2025 disclosure · accession 0001172661-26-000731 — these holdings should be identical to the manager's portfolio view for that quarter.
2026-02-13 → 2026-05-14
11 of 11 priced100.00% coverage-8.12%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| OKTA | 883,441 | $87.26 | — | $81.05 | $77.09M | $71.6M | -7.12% | 14.38% | -1.0 bps | 1 |
| FOUR | 1,148,861 | $55.01 | — | $42.02 | $63.2M | $48.28M | -23.61% | 13.62% | -3.2 bps | 1 |
| CSGP | 957,557 | $44.99 | — | $31.85 | $43.08M | $30.5M | -29.21% | 12.12% | -3.5 bps | 1 |
| BABA | 378,155 | $155.73 | — | $141.12 | $58.89M | $53.37M | -9.38% | 10.44% | -1.0 bps | 1 |
| BRZE | 1,473,005 | $17.60 | — | $19.87 | $25.92M | $29.27M | +12.90% | 9.51% | +1.2 bps | 1 |
| PCOR | 681,536 | $52.34 | — | $46.55 | $35.67M | $31.73M | -11.06% | 9.33% | -1.0 bps | 1 |
| MNDY | 253,959 | $72.38 | — | $69.73 | $18.38M | $17.71M | -3.66% | 7.06% | -0.3 bps | 1 |
| FWONK | 371,829 | $85.55 | — | $91.17 | $31.81M | $33.9M | +6.57% | 6.90% | +0.5 bps | 1 |
| INTU | 50,721 | $399.40 | — | $378.29 | $20.26M | $19.19M | -5.29% | 6.33% | -0.3 bps | 1 |
| BLND | 9,024,099 | $1.71 | — | $1.39 | $15.43M | $12.54M | -18.71% | 5.17% | -1.0 bps | 1 |
| AMZN | 118,438 | $198.79 | — | $267.22 | $23.54M | $31.65M | +34.42% | 5.15% | +1.8 bps | 1 |
| Top 5 (by entry value)(5) | $277.93M | $235.47M | -15.28% | |||||||
| Total(11) | $413.28M | $379.72M | -8.12% | |||||||
2025-11-13 → 2026-02-13
11 of 11 priced100.00% coverage-30.02%Holdings from Q3 2025 disclosure · accession 0001172661-25-004775 — these holdings should be identical to the manager's portfolio view for that quarter.
2025-11-13 → 2026-02-13
11 of 11 priced100.00% coverage-30.02%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUR | 1,251,374 | $72.26 | — | $55.01 | $90.42M | $68.84M | -23.87% | 14.40% | -3.4 bps | 1 |
| OKTA | 990,486 | $83.76 | — | $87.26 | $82.96M | $86.43M | +4.18% | 13.50% | +0.6 bps | 1 |
| PCOR | 1,077,913 | $75.36 | — | $52.34 | $81.23M | $56.42M | -30.55% | 11.69% | -3.6 bps | 1 |
| INTU | 114,369 | $650.11 | — | $399.40 | $74.35M | $45.68M | -38.56% | 11.61% | -4.5 bps | 1 |
| CSGP | 896,034 | $68.53 | — | $44.99 | $61.41M | $40.31M | -34.35% | 11.24% | -3.9 bps | 1 |
| MNDY | 374,221 | $160.61 | — | $72.38 | $60.1M | $27.09M | -54.93% | 10.78% | -5.9 bps | 1 |
| BRZE | 1,848,244 | $28.21 | — | $17.60 | $52.14M | $32.53M | -37.61% | 7.82% | -2.9 bps | 1 |
| NCNO | 1,553,659 | $25.48 | — | $16.14 | $39.59M | $25.08M | -36.66% | 6.26% | -2.3 bps | 1 |
| BLND | 9,840,605 | $3.11 | — | $1.71 | $30.6M | $16.83M | -45.02% | 5.34% | -2.4 bps | 1 |
| VERX | 1,081,446 | $20.36 | — | $12.75 | $22.02M | $13.79M | -37.39% | 3.99% | -1.5 bps | 1 |
| FWONK | 217,523 | $100.73 | — | $85.55 | $21.91M | $18.61M | -15.07% | 3.38% | -0.5 bps | 1 |
| Top 5 (by entry value)(5) | $390.38M | $297.68M | -23.75% | |||||||
| Total(11) | $616.75M | $431.59M | -30.02% | |||||||
2025-08-14 → 2025-11-13
10 of 10 priced100.00% coverage-5.46%Holdings from Q2 2025 disclosure · accession 0001172661-25-003412 — these holdings should be identical to the manager's portfolio view for that quarter.
2025-08-14 → 2025-11-13
10 of 10 priced100.00% coverage-5.46%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| INTU | 138,823 | $710.64 | — | $650.11 | $98.65M | $90.25M | -8.52% | 13.80% | -1.2 bps | 1 |
| CSGP | 1,356,060 | $87.97 | — | $68.53 | $119.29M | $92.93M | -22.10% | 13.76% | -3.0 bps | 1 |
| PCOR | 1,561,613 | $64.66 | — | $75.36 | $100.97M | $117.68M | +16.55% | 13.48% | +2.2 bps | 1 |
| OKTA | 954,293 | $88.61 | — | $83.76 | $84.56M | $79.93M | -5.47% | 12.04% | -0.7 bps | 1 |
| MNDY | 281,212 | $176.92 | — | $160.61 | $49.75M | $45.17M | -9.22% | 11.16% | -1.0 bps | 1 |
| NCNO | 2,887,766 | $27.55 | — | $25.48 | $79.56M | $73.58M | -7.51% | 10.19% | -0.8 bps | 1 |
| FOUR | 778,722 | $89.11 | — | $72.26 | $69.39M | $56.27M | -18.91% | 9.74% | -1.8 bps | 1 |
| BRZE | 2,519,600 | $24.54 | — | $28.21 | $61.83M | $71.08M | +14.96% | 8.94% | +1.3 bps | 1 |
| BLND | 8,911,039 | $2.86 | — | $3.11 | $25.49M | $27.71M | +8.74% | 3.71% | +0.3 bps | 1 |
| VERX | 712,445 | $25.61 | — | $20.36 | $18.25M | $14.51M | -20.48% | 3.18% | -0.7 bps | 1 |
| Top 5 (by entry value)(5) | $483.04M | $454.38M | -5.93% | |||||||
| Total(10) | $707.74M | $669.11M | -5.46% | |||||||
2025-05-15 → 2025-08-14
10 of 10 priced100.00% coverage-7.62%Holdings from Q1 2025 disclosure · accession 0001172661-25-002068 — these holdings should be identical to the manager's portfolio view for that quarter.
2025-05-15 → 2025-08-14
10 of 10 priced100.00% coverage-7.62%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| INTU | 166,936 | $661.31 | — | $710.64 | $110.4M | $118.63M | +7.46% | 14.08% | +1.1 bps | 1 |
| NCNO | 3,651,918 | $24.48 | — | $27.55 | $89.4M | $100.61M | +12.54% | 13.78% | +1.7 bps | 1 |
| PCOR | 1,437,331 | $71.43 | — | $64.66 | $102.67M | $92.94M | -9.48% | 13.04% | -1.2 bps | 1 |
| MNDY | 378,711 | $292.97 | — | $176.92 | $110.95M | $67M | -39.61% | 12.65% | -5.0 bps | 1 |
| CSGP | 1,148,302 | $76.05 | — | $87.97 | $87.33M | $101.02M | +15.67% | 12.50% | +2.0 bps | 1 |
| BRZE | 2,373,386 | $36.38 | — | $24.54 | $86.34M | $58.24M | -32.55% | 11.77% | -3.8 bps | 1 |
| FOUR | 898,874 | $89.00 | — | $89.11 | $80M | $80.1M | +0.12% | 10.09% | +0.0 bps | 1 |
| HLT | 179,612 | $252.49 | — | $270.34 | $45.35M | $48.56M | +7.07% | 5.62% | +0.4 bps | 1 |
| BLND | 8,911,039 | $3.64 | — | $2.86 | $32.44M | $25.49M | -21.43% | 4.10% | -0.9 bps | 1 |
| VERX | 490,162 | $37.52 | — | $25.61 | $18.39M | $12.55M | -31.74% | 2.36% | -0.7 bps | 1 |
| Top 5 (by entry value)(5) | $500.74M | $480.2M | -4.10% | |||||||
| Total(10) | $763.26M | $705.13M | -7.62% | |||||||
2025-02-13 → 2025-05-15
11 of 11 priced100.00% coverage-9.93%Holdings from Q4 2024 disclosure · accession 0001172661-25-000839 — these holdings should be identical to the manager's portfolio view for that quarter.
2025-02-13 → 2025-05-15
11 of 11 priced100.00% coverage-9.93%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUR | 969,748 | $119.39 | — | $89.00 | $115.78M | $86.31M | -25.45% | 13.33% | -3.4 bps | 1 |
| PCOR | 1,197,199 | $75.10 | — | $71.43 | $89.91M | $85.52M | -4.89% | 11.88% | -0.6 bps | 1 |
| MNDY | 378,712 | $320.33 | — | $292.97 | $121.31M | $110.95M | -8.54% | 11.81% | -1.0 bps | 1 |
| NCNO | 2,628,856 | $34.40 | — | $24.48 | $90.43M | $64.35M | -28.84% | 11.69% | -3.4 bps | 1 |
| HLT | 314,437 | $269.52 | — | $252.49 | $84.75M | $79.39M | -6.32% | 10.29% | -0.7 bps | 1 |
| CSGP | 909,803 | $73.56 | — | $76.05 | $66.93M | $69.19M | +3.39% | 8.63% | +0.3 bps | 1 |
| IAC | 1,490,081 | $47.97 | — | $37.89 | $71.48M | $56.46M | -21.01% | 8.52% | -1.8 bps | 1 |
| BRZE | 1,500,413 | $41.78 | — | $36.38 | $62.69M | $54.59M | -12.92% | 8.32% | -1.1 bps | 1 |
| INTU | 85,728 | $583.90 | — | $661.31 | $50.06M | $56.69M | +13.26% | 7.14% | +0.9 bps | 1 |
| SE | 315,538 | $133.13 | — | $164.63 | $42.01M | $51.95M | +23.66% | 4.43% | +1.0 bps | 1 |
| BLND | 7,079,165 | $3.89 | — | $3.64 | $27.54M | $25.77M | -6.43% | 3.95% | -0.3 bps | 1 |
| Top 5 (by entry value)(5) | $502.18M | $426.52M | -15.07% | |||||||
| Total(11) | $822.87M | $741.16M | -9.93% | |||||||
2024-11-13 → 2025-02-13
10 of 10 priced100.00% coverage+4.52%Holdings from Q3 2024 disclosure · accession 0001172661-24-004670 — these holdings should be identical to the manager's portfolio view for that quarter.
2024-11-13 → 2025-02-13
10 of 10 priced100.00% coverage+4.52%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUR | 1,319,879 | $101.37 | — | $119.39 | $133.8M | $157.58M | +17.78% | 14.77% | +2.6 bps | 1 |
| MNDY | 350,530 | $269.16 | — | $320.33 | $94.35M | $112.29M | +19.01% | 12.30% | +2.3 bps | 1 |
| SE | 943,179 | $104.96 | — | $133.13 | $99M | $125.57M | +26.84% | 11.23% | +3.0 bps | 1 |
| PCOR | 1,438,082 | $73.42 | — | $75.10 | $105.58M | $108M | +2.29% | 11.21% | +0.3 bps | 1 |
| IAC | 1,579,928 | $47.01 | — | $47.97 | $74.27M | $75.79M | +2.04% | 10.74% | +0.2 bps | 1 |
| NCNO | 2,653,687 | $41.49 | — | $34.40 | $110.1M | $91.29M | -17.09% | 10.59% | -1.8 bps | 1 |
| CPNG | 2,963,346 | $25.90 | — | $25.00 | $76.75M | $74.08M | -3.47% | 9.19% | -0.3 bps | 1 |
| HLT | 289,420 | $252.65 | — | $269.52 | $73.12M | $78M | +6.68% | 8.43% | +0.6 bps | 1 |
| INTU | 106,952 | $706.25 | — | $583.90 | $75.53M | $62.45M | -17.32% | 8.39% | -1.5 bps | 1 |
| BLND | 6,629,990 | $4.36 | — | $3.89 | $28.91M | $25.79M | -10.78% | 3.14% | -0.3 bps | 1 |
| Top 5 (by entry value)(5) | $542.83M | $594.72M | +9.56% | |||||||
| Total(10) | $871.41M | $910.84M | +4.52% | |||||||
2024-08-14 → 2024-11-13
10 of 10 priced100.00% coverage+15.20%Holdings from Q2 2024 disclosure · accession 0001172661-24-003348 — these holdings should be identical to the manager's portfolio view for that quarter.
2024-08-14 → 2024-11-13
10 of 10 priced100.00% coverage+15.20%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 2,345,335 | $50.54 | — | $47.01 | $118.53M | $110.25M | -6.98% | 15.85% | -1.1 bps | 1 |
| FOUR | 1,402,433 | $80.17 | — | $101.37 | $112.43M | $142.16M | +26.44% | 14.84% | +3.9 bps | 1 |
| HLT | 458,421 | $207.79 | — | $252.65 | $95.26M | $115.82M | +21.59% | 14.43% | +3.1 bps | 1 |
| MNDY | 414,618 | $259.36 | — | $269.16 | $107.54M | $111.6M | +3.78% | 14.40% | +0.5 bps | 1 |
| INTU | 125,177 | $636.74 | — | $706.25 | $79.71M | $88.41M | +10.92% | 11.87% | +1.3 bps | 1 |
| CPNG | 3,210,459 | $22.15 | — | $25.90 | $71.11M | $83.15M | +16.93% | 9.70% | +1.6 bps | 1 |
| SE | 848,797 | $76.80 | — | $104.96 | $65.19M | $89.09M | +36.67% | 8.74% | +3.2 bps | 1 |
| NCNO | 1,229,338 | $33.10 | — | $41.49 | $40.69M | $51.01M | +25.35% | 5.58% | +1.4 bps | 1 |
| PCOR | 242,407 | $55.73 | — | $73.42 | $13.51M | $17.8M | +31.74% | 2.32% | +0.7 bps | 1 |
| BLND | 6,716,144 | $3.57 | — | $4.36 | $23.98M | $29.28M | +22.13% | 2.29% | +0.5 bps | 1 |
| Top 5 (by entry value)(5) | $513.46M | $568.24M | +10.67% | |||||||
| Total(10) | $727.94M | $838.57M | +15.20% | |||||||
2024-05-14 → 2024-08-14
8 of 8 priced100.00% coverage+7.39%Holdings from Q1 2024 disclosure · accession 0001172661-24-002282 — these holdings should be identical to the manager's portfolio view for that quarter.
2024-05-14 → 2024-08-14
8 of 8 priced100.00% coverage+7.39%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 3,086,866 | $57.66 | — | $50.54 | $177.99M | $156.01M | -12.35% | 21.15% | -2.6 bps | 1 |
| HLT | 570,709 | $205.30 | — | $207.79 | $117.17M | $118.59M | +1.21% | 15.63% | +0.2 bps | 1 |
| FOUR | 1,596,421 | $65.00 | — | $80.17 | $103.77M | $127.99M | +23.34% | 13.55% | +3.2 bps | 1 |
| SE | 1,890,307 | $66.26 | — | $76.80 | $125.25M | $145.18M | +15.91% | 13.04% | +2.1 bps | 1 |
| MNDY | 435,896 | $181.86 | — | $259.36 | $79.27M | $113.05M | +42.62% | 12.64% | +5.4 bps | 1 |
| CPNG | 4,936,033 | $22.25 | — | $22.15 | $109.83M | $109.33M | -0.45% | 11.28% | -0.1 bps | 1 |
| INTU | 131,169 | $635.42 | — | $636.74 | $83.35M | $83.52M | +0.21% | 10.95% | +0.0 bps | 1 |
| BLND | 4,230,861 | $2.93 | — | $3.57 | $12.4M | $15.1M | +21.84% | 1.77% | +0.4 bps | 1 |
| Top 5 (by entry value)(5) | $634M | $657.09M | +3.64% | |||||||
| Total(8) | $809.02M | $868.77M | +7.39% | |||||||
2024-02-13 → 2024-05-14
6 of 6 priced100.00% coverage+24.22%Holdings from Q4 2023 disclosure · accession 0001172661-24-000844 — these holdings should be identical to the manager's portfolio view for that quarter.
2024-02-13 → 2024-05-14
6 of 6 priced100.00% coverage+24.22%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 3,586,605 | $51.18 | — | $57.66 | $183.56M | $206.8M | +12.66% | 30.84% | +3.9 bps | 1 |
| SE | 2,705,314 | $41.99 | — | $66.26 | $113.6M | $179.25M | +57.80% | 17.99% | +10.4 bps | 1 |
| HLT | 588,222 | $190.11 | — | $205.30 | $111.83M | $120.76M | +7.99% | 17.58% | +1.4 bps | 1 |
| CPNG | 6,311,192 | $14.61 | — | $22.25 | $92.21M | $140.42M | +52.29% | 16.77% | +8.8 bps | 1 |
| INTU | 147,577 | $638.29 | — | $635.42 | $94.2M | $93.77M | -0.45% | 15.14% | -0.1 bps | 1 |
| BLND | 4,000,769 | $2.64 | — | $2.93 | $10.56M | $11.72M | +10.98% | 1.67% | +0.2 bps | 1 |
| Top 5 (by entry value)(5) | $595.39M | $741.02M | +24.46% | |||||||
| Total(6) | $605.95M | $752.74M | +24.22% | |||||||
2023-11-13 → 2024-02-13
6 of 6 priced100.00% coverage+8.18%Holdings from Q3 2023 disclosure · accession 0001172661-23-003776 — these holdings should be identical to the manager's portfolio view for that quarter.
2023-11-13 → 2024-02-13
6 of 6 priced100.00% coverage+8.18%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 3,678,597 | $44.83 | — | $51.18 | $164.91M | $188.27M | +14.16% | 31.03% | +4.4 bps | 1 |
| CPNG | 7,267,631 | $15.31 | — | $14.61 | $111.27M | $106.18M | -4.57% | 20.68% | -0.9 bps | 1 |
| SE | 2,580,582 | $46.03 | — | $41.99 | $118.78M | $108.36M | -8.78% | 18.99% | -1.7 bps | 1 |
| HLT | 605,066 | $162.67 | — | $190.11 | $98.43M | $115.03M | +16.87% | 15.21% | +2.6 bps | 1 |
| INTU | 152,003 | $532.18 | — | $638.29 | $80.89M | $97.02M | +19.94% | 13.00% | +2.6 bps | 1 |
| BLND | 4,721,154 | $1.19 | — | $2.64 | $5.62M | $12.46M | +121.85% | 1.08% | +1.3 bps | 1 |
| Top 5 (by entry value)(5) | $574.28M | $614.86M | +7.07% | |||||||
| Total(6) | $579.9M | $627.32M | +8.18% | |||||||
2023-08-14 → 2023-11-13
6 of 6 priced100.00% coverage-13.75%Holdings from Q2 2023 disclosure · accession 0001172661-23-003069 — these holdings should be identical to the manager's portfolio view for that quarter.
2023-08-14 → 2023-11-13
6 of 6 priced100.00% coverage-13.75%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 4,181,399 | $57.88 | — | $44.83 | $242.02M | $187.45M | -22.55% | 35.78% | -8.1 bps | 1 |
| CPNG | 9,478,703 | $19.19 | — | $15.31 | $181.9M | $145.12M | -20.22% | 22.47% | -4.5 bps | 1 |
| SE | 1,838,289 | $56.90 | — | $46.03 | $104.6M | $84.62M | -19.10% | 14.54% | -2.8 bps | 1 |
| HLT | 717,821 | $155.32 | — | $162.67 | $111.49M | $116.77M | +4.73% | 14.23% | +0.7 bps | 1 |
| INTU | 184,786 | $505.80 | — | $532.18 | $93.46M | $98.34M | +5.22% | 11.53% | +0.6 bps | 1 |
| BLND | 11,241,342 | $1.35 | — | $1.19 | $15.18M | $13.38M | -11.85% | 1.45% | -0.2 bps | 1 |
| Top 5 (by entry value)(5) | $733.47M | $632.29M | -13.79% | |||||||
| Total(6) | $748.65M | $645.67M | -13.75% | |||||||
2023-05-12 → 2023-08-14
7 of 7 priced100.00% coverage+0.36%Holdings from Q1 2023 disclosure · accession 0001172661-23-002059 — these holdings should be identical to the manager's portfolio view for that quarter.
2023-05-12 → 2023-08-14
7 of 7 priced100.00% coverage+0.36%
| Ticker | Entry shares | Entry $ | Split | Exit $ | Entry value | Exit value | Return | Weight | Contribution | Valid |
|---|---|---|---|---|---|---|---|---|---|---|
| IAC | 4,269,795 | $57.84 | — | $57.88 | $246.96M | $247.14M | +0.07% | 29.03% | +0.0 bps | 1 |
| SE | 1,843,068 | $84.77 | — | $56.90 | $156.24M | $104.87M | -32.88% | 21.02% | -6.9 bps | 1 |
| CPNG | 8,990,248 | $16.05 | — | $19.19 | $144.29M | $172.52M | +19.56% | 18.95% | +3.7 bps | 1 |
| HLT | 663,713 | $141.58 | — | $155.32 | $93.97M | $103.09M | +9.70% | 12.32% | +1.2 bps | 1 |
| INTU | 208,393 | $427.62 | — | $505.80 | $89.11M | $105.41M | +18.28% | 12.24% | +2.2 bps | 1 |
| SNOW | 249,626 | $167.40 | — | $152.86 | $41.79M | $38.16M | -8.69% | 5.07% | -0.4 bps | 1 |
| BLND | 10,386,061 | $0.96 | — | $1.35 | $10M | $14.02M | +40.19% | 1.36% | +0.5 bps | 1 |
| Top 5 (by entry value)(5) | $730.58M | $733.02M | +0.33% | |||||||
| Total(7) | $782.37M | $785.2M | +0.36% | |||||||