What Dennis Hong bought and sold in Q2 2025
In Q2 2025, Dennis Hong (ShawSpring Partners) opened 1 new position — including OKTA (12.0%), added to 1, trimmed 2, exited 1 (HLT). The book stood at $792M across 10 positions, filed Aug 14, 2025.
1New1Added2Trimmed1Exited
New positions (1)
Added to (1)
- VERXVertex Inc - Class A+45% shares · 3.2% · $25M
Trimmed (2)
- MNDYMonday Com Ltd-26% shares · 11.2% · $88M
- NCNONcino Inc-21% shares · 10.2% · $81M
Exited (1)
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.