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← Dennis Hong

Dennis Hong's 2025Q1 portfolio

Dennis Hong (ShawSpring Partners) held 4 positions as of Mar 31, 2025, with the largest position at 14.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (4)

  1. 1INTUIntuit Inc
    % port
    14.1%
    +6.9pp vs prior Qnow 6.6%
  2. 2PCORProcore Technologies Inc
    % port
    13.0%
    +1.2pp vs prior Qnow 4.6%
  3. 3CSGPCostar Group Inc
    % port
    12.5%
    +3.9pp vs prior Qnow 5.1%
  4. 4BRZEBraze Inc-a
    % port
    11.8%
    +3.4pp vs prior Qnow 9.8%

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.