What Dennis Hong bought and sold in Q1 2025
In Q1 2025, Dennis Hong (ShawSpring Partners) opened 1 new position — including VERX (2.4%), added to 6, trimmed 1, exited 2 (IAC, SE). The book stood at $728M across 10 positions, filed May 15, 2025.
1New6Added1Trimmed2Exited
New positions (1)
- VERXVertex Inc - Class A2.4% · $17M
Added to (6)
- INTUIntuit Inc+95% shares · 14.1% · $102M
- NCNONcino Inc+39% shares · 13.8% · $100M
- PCORProcore Technologies Inc+20% shares · 13.0% · $95M
- CSGPCostar Group Inc+26% shares · 12.5% · $91M
- BRZEBraze Inc-a+58% shares · 11.8% · $86M
- BLNDBlend Labs Inc-a+26% shares · 4.1% · $30M
Trimmed (1)
Exited (2)
Dennis Hong's other filings
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.