What Dennis Hong Bought in Q4 2025
ShawSpring Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$531.1M
Total Value
11
Holdings
2
New Buys
5
Reduced
In Q4 2025, Dennis Hong reported 11 long equity positions worth $531.1M in their ShawSpring Partners 13F filing, including 2 new positions (largest: ALIBABA GROUP HLDG LTD at $55.4M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | OKTA | OKTA INC | 883441 | $76.4M | 14.38% | -10.8% |
| 2 | FOUR | SHIFT4 PMTS INC | 1148861 | $72.3M | 13.62% | -8.2% |
| 3 | CSGP | COSTAR GROUP INC | 957557 | $64.4M | 12.12% | +6.9% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 378155 | $55.4M | 10.44% | NEW |
| 5 | BRZE | BRAZE INC | 1473005 | $50.5M | 9.51% | -20.3% |
| 6 | PCOR | PROCORE TECHNOLOGIES INC | 681536 | $49.6M | 9.33% | +-36.8% |
| 7 | MNDY | MONDAY COM LTD | 253959 | $37.5M | 7.06% | -32.1% |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | 371829 | $36.6M | 6.90% | +70.9% |
| 9 | INTU | INTUIT | 50721 | $33.6M | 6.33% | +-55.7% |
| 10 | BLND | BLEND LABS INC | 9024099 | $27.4M | 5.17% | -8.3% |
| 11 | AMZN | AMAZON COM INC | 118438 | $27.3M | 5.15% | NEW |