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← Dennis Hong

Dennis Hong's 2024Q2 portfolio

Dennis Hong (ShawSpring Partners) held 3 positions as of Jun 30, 2024, with the largest position at 11.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (3)

  1. 1INTUIntuit Inc
    % port
    11.9%
    +0.9pp vs prior Qnow 6.6%
  2. 2CPNGCoupang Inc
    % port
    9.7%
    -1.6pp vs prior Qnow 6.4%
  3. 3PCORProcore Technologies Inc
    % port
    2.3%
    now 4.6%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.