What Dennis Hong Bought in Q4 2024
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$754.9M
Total Value
11
Holdings
2
New Buys
4
Reduced
In Q4 2024, Dennis Hong reported 11 long equity positions worth $754.9M in their ShawSpring Partners 13F filing, including 2 new positions (largest: COSTAR GROUP INC at $65.1M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FOUR | SHIFT4 PMTS INC | 969748 | $100.6M | 13.33% | +-26.5% |
| 2 | PCOR | PROCORE TECHNOLOGIES INC | 1197199 | $89.7M | 11.88% | -16.8% |
| 3 | MNDY | MONDAY COM LTD | 378712 | $89.2M | 11.81% | +8.0% |
| 4 | NCNO | NCINO INC | 2628856 | $88.3M | 11.69% | -0.9% |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | 314437 | $77.7M | 10.29% | +8.6% |
| 6 | CSGP | COSTAR GROUP INC | 909803 | $65.1M | 8.63% | NEW |
| 7 | PPLI | IAC INC | 1490081 | $64.3M | 8.52% | -5.7% |
| 8 | BRZE | BRAZE INC | 1500413 | $62.8M | 8.32% | NEW |
| 9 | INTU | INTUIT | 85728 | $53.9M | 7.14% | +-19.8% |
| 10 | SE | SEA LTD | 315538 | $33.5M | 4.43% | -66.5% |
| 11 | BLND | BLEND LABS INC | 7079165 | $29.8M | 3.95% | +6.8% |