What Dennis Hong Bought in Q2 2024
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$693.3M
Total Value
10
Holdings
2
New Buys
6
Reduced
In Q2 2024, Dennis Hong reported 10 long equity positions worth $693.3M in their ShawSpring Partners 13F filing, including 2 new positions (largest: NCINO INC at $38.7M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | PPLI | IAC INC | 2345335 | $109.9M | 15.85% | -24.0% |
| 2 | FOUR | SHIFT4 PMTS INC | 1402433 | $102.9M | 14.84% | -12.2% |
| 3 | HLT | HILTON WORLDWIDE HLDGS INC | 458421 | $100.0M | 14.43% | -19.7% |
| 4 | MNDY | MONDAY COM LTD | 414618 | $99.8M | 14.40% | -4.9% |
| 5 | INTU | INTUIT | 125177 | $82.3M | 11.87% | -4.6% |
| 6 | CPNG | COUPANG INC | 3210459 | $67.3M | 9.70% | -35.0% |
| 7 | SE | SEA LTD | 848797 | $60.6M | 8.74% | +-55.1% |
| 8 | NCNO | NCINO INC | 1229338 | $38.7M | 5.58% | NEW |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | 242407 | $16.1M | 2.32% | NEW |
| 10 | BLND | BLEND LABS INC | 6716144 | $15.9M | 2.29% | +58.7% |