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← Dennis Hong

Dennis Hong's 2024Q4 portfolio

Dennis Hong (ShawSpring Partners) held 4 positions as of Dec 31, 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 2024Q4but 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 Dec 31, 2024 (4)

  1. 1PCORProcore Technologies Inc
    % port
    11.9%
    +0.7pp vs prior Qnow 4.6%
  2. 2CSGPCostar Group Inc
    % port
    8.6%
    now 5.1%
  3. 3BRZEBraze Inc-a
    % port
    8.3%
    now 9.8%
  4. 4INTUIntuit Inc
    % port
    7.1%
    -1.3pp vs prior Qnow 6.6%

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.