What Dennis Hong Bought in Q1 2025
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$727.7M
Total Value
10
Holdings
1
New Buys
5
Reduced
In Q1 2025, Dennis Hong reported 10 long equity positions worth $727.7M in their ShawSpring Partners 13F filing, including 1 new positions (largest: VERTEX INC at $17.2M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 166936 | $102.5M | 14.08% | 94.7% |
| 2 | NCNO | NCINO INC | 3651918 | $100.3M | 13.78% | +38.9% |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 1437331 | $94.9M | 13.04% | +20.1% |
| 4 | MNDY | MONDAY COM LTD | 378711 | $92.1M | 12.65% | -0.0% |
| 5 | CSGP | COSTAR GROUP INC | 1148302 | $91.0M | 12.50% | 26.2% |
| 6 | BRZE | BRAZE INC | 2373386 | $85.6M | 11.77% | +58.2% |
| 7 | FOUR | SHIFT4 PMTS INC | 898874 | $73.4M | 10.09% | -7.3% |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | 179612 | $40.9M | 5.62% | -42.9% |
| 9 | BLND | BLEND LABS INC | 8911039 | $29.9M | 4.10% | +25.9% |
| 10 | VERX | VERTEX INC | 490162 | $17.2M | 2.36% | NEW |