What Dennis Hong Bought in Q3 2024
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$791.6M
Total Value
10
Holdings
0
New Buys
8
Reduced
In Q3 2024, Dennis Hong reported 10 long equity positions worth $791.6M in their ShawSpring Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FOUR | SHIFT4 PMTS INC | 1319879 | $116.9M | 14.77% | -5.9% |
| 2 | MNDY | MONDAY COM LTD | 350530 | $97.4M | 12.30% | -15.5% |
| 3 | SE | SEA LTD | 943179 | $88.9M | 11.23% | +11.1% |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | 1438082 | $88.8M | 11.21% | 493.3% |
| 5 | PPLI | IAC INC | 1579928 | $85.0M | 10.74% | -32.6% |
| 6 | NCNO | NCINO INC | 2653687 | $83.8M | 10.59% | +115.9% |
| 7 | CPNG | COUPANG INC | 2963346 | $72.8M | 9.19% | -7.7% |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | 289420 | $66.7M | 8.43% | -36.9% |
| 9 | INTU | INTUIT | 106952 | $66.4M | 8.39% | -14.6% |
| 10 | BLND | BLEND LABS INC | 6629990 | $24.9M | 3.14% | -1.3% |