What Dennis Hong Bought in Q3 2025
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$672.6M
Total Value
11
Holdings
1
New Buys
6
Reduced
In Q3 2025, Dennis Hong reported 11 long equity positions worth $672.6M in their ShawSpring Partners 13F filing, including 1 new positions (largest: LIBERTY MEDIA CORP DEL at $22.7M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FOUR | SHIFT4 PMTS INC | 1251374 | $96.9M | 14.40% | 60.7% |
| 2 | OKTA | OKTA INC | 990486 | $90.8M | 13.50% | +3.8% |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 1077913 | $78.6M | 11.69% | -31.0% |
| 4 | INTU | INTUIT | 114369 | $78.1M | 11.61% | -17.6% |
| 5 | CSGP | COSTAR GROUP INC | 896034 | $75.6M | 11.24% | +-33.9% |
| 6 | MNDY | MONDAY COM LTD | 374221 | $72.5M | 10.78% | +33.1% |
| 7 | BRZE | BRAZE INC | 1848244 | $52.6M | 7.82% | -26.6% |
| 8 | NCNO | NCINO INC | 1553659 | $42.1M | 6.26% | -46.2% |
| 9 | BLND | BLEND LABS INC | 9840605 | $35.9M | 5.34% | +10.4% |
| 10 | VERX | VERTEX INC | 1081446 | $26.8M | 3.99% | 51.8% |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | 217523 | $22.7M | 3.38% | NEW |