What did Dennis Hong buy in Q4 2024?

Dennis Hong opened 2 new positions (CSGP, BRZE) and added to 0 existing holdings in the Q4 2024 13F.

What did Dennis Hong sell in Q4 2024?

Dennis Hong exited 1 position (CPNG) and trimmed 2.

What Dennis Hong bought and sold in Q4 2024

In Q4 2024, Dennis Hong (ShawSpring Partners) opened 2 new positions — including CSGP (8.6%), BRZE (8.3%), trimmed 2, exited 1 (CPNG). The book stood at $755M across 11 positions, filed Feb 13, 2025.

2New0Added2Trimmed1Exited

Share𝕏 in

New positions (2)

CSGPCostar Group Inc8.6% · $65M
BRZEBraze Inc-a8.3% · $63M

Trimmed (2)

FOURShift4 Payments Inc-class A-27% shares · 13.3% · $101M
SESea Ltd-adr-67% shares · 4.4% · $33M

Exited (1)

CPNGCoupang Incwas 9.2% of book

Dennis Hong's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Dennis Hong's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.