What Dennis Hong Bought in Q2 2025
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$792.4M
Total Value
10
Holdings
1
New Buys
4
Reduced
In Q2 2025, Dennis Hong reported 10 long equity positions worth $792.4M in their ShawSpring Partners 13F filing, including 1 new positions (largest: OKTA INC at $95.4M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 138823 | $109.3M | 13.80% | -16.8% |
| 2 | CSGP | COSTAR GROUP INC | 1356060 | $109.0M | 13.76% | +18.1% |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 1561613 | $106.8M | 13.48% | +8.6% |
| 4 | OKTA | OKTA INC | 954293 | $95.4M | 12.04% | NEW |
| 5 | MNDY | MONDAY COM LTD | 281212 | $88.4M | 11.16% | -25.7% |
| 6 | NCNO | NCINO INC | 2887766 | $80.8M | 10.19% | -20.9% |
| 7 | FOUR | SHIFT4 PMTS INC | 778722 | $77.2M | 9.74% | -13.4% |
| 8 | BRZE | BRAZE INC | 2519600 | $70.8M | 8.94% | +6.2% |
| 9 | BLND | BLEND LABS INC | 8911039 | $29.4M | 3.71% | — |
| 10 | VERX | VERTEX INC | 712445 | $25.2M | 3.18% | +45.3% |