Dennis Hong - ShawSpring Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | AMZN - Amazon.com Inc. | Add 57.47% | 68,061 | 5.30 |
| ☰ | ZS - Zscaler Inc. | Buy | 200,416 | 10.51 |
| ☰ | CPNG - Coupang Inc. | Buy | 906,291 | 6.39 |
| ☰ | GDS - GDS Holdings Ltd | Buy | 221,782 | 3.34 |
| ☰ | CEG - Constellation Energy Corp. | Buy | 23,167 | 2.42 |
| ☰ | INTU - Intuit Inc. | Reduce 19.29% | 9,782 | 1.22 |
| ☰ | BABA - Alibaba Group Holdings | Reduce 23.24% | 87,894 | 2.43 |
| ☰ | BRZE - Braze Inc A | Reduce 24.50% | 360,906 | 2.33 |
| ☰ | OKTA - Okta Inc. | Reduce 36.04% | 318,405 | 5.18 |
| ☰ | FWONK - Liberty Media Corp Formula One Series C | Reduce 45.42% | 168,901 | 3.13 |
| ☰ | CSGP - CoStar Group Inc. | Reduce 64.59% | 618,476 | 7.83 |
| ☰ | PCOR - Procore Technologies Inc. | Reduce 68.20% | 464,780 | 6.36 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Sell 100.00% | 1,148,861 | 13.62 |
| ☰ | MNDY - monday.com Ltd. | Sell 100.00% | 253,959 | 7.06 |
| ☰ | BLND - Blend Labs Inc | Sell 100.00% | 9,024,099 | 5.17 |
| Q4 2025 | ||||
| ☰ | FWONK - Liberty Media Corp Formula One Series C | Add 70.94% | 154,306 | 2.86 |
| ☰ | CSGP - CoStar Group Inc. | Add 6.87% | 61,523 | 0.78 |
| ☰ | BABA - Alibaba Group Holdings | Buy | 378,155 | 10.44 |
| ☰ | AMZN - Amazon.com Inc. | Buy | 118,438 | 5.15 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 8.19% | 102,513 | 1.18 |
| ☰ | BLND - Blend Labs Inc | Reduce 8.30% | 816,506 | 0.44 |
| ☰ | OKTA - Okta Inc. | Reduce 10.81% | 107,045 | 1.46 |
| ☰ | BRZE - Braze Inc A | Reduce 20.30% | 375,239 | 1.59 |
| ☰ | MNDY - monday.com Ltd. | Reduce 32.14% | 120,262 | 3.46 |
| ☰ | PCOR - Procore Technologies Inc. | Reduce 36.77% | 396,377 | 4.30 |
| ☰ | INTU - Intuit Inc. | Reduce 55.65% | 63,648 | 6.46 |
| ☰ | NCNO - Ncino Inc | Sell 100.00% | 1,553,659 | 6.26 |
| ☰ | VERX - Vertex Inc | Sell 100.00% | 1,081,446 | 3.99 |
| Q3 2025 | ||||
| ☰ | FOUR - Shift4 Payments Inc. CL A | Add 60.70% | 472,652 | 5.44 |
| ☰ | VERX - Vertex Inc | Add 51.79% | 369,001 | 1.36 |
| ☰ | MNDY - monday.com Ltd. | Add 33.07% | 93,009 | 2.68 |
| ☰ | BLND - Blend Labs Inc | Add 10.43% | 929,566 | 0.50 |
| ☰ | OKTA - Okta Inc. | Add 3.79% | 36,193 | 0.49 |
| ☰ | FWONK - Liberty Media Corp Formula One Series C | Buy | 217,523 | 3.38 |
| ☰ | INTU - Intuit Inc. | Reduce 17.62% | 24,454 | 2.43 |
| ☰ | BRZE - Braze Inc A | Reduce 26.65% | 671,356 | 2.38 |
| ☰ | PCOR - Procore Technologies Inc. | Reduce 30.97% | 483,700 | 4.18 |
| ☰ | CSGP - CoStar Group Inc. | Reduce 33.92% | 460,026 | 4.67 |
| ☰ | NCNO - Ncino Inc | Reduce 46.20% | 1,334,107 | 4.71 |
| Q2 2025 | ||||
| ☰ | VERX - Vertex Inc | Add 45.35% | 222,283 | 0.99 |
| ☰ | CSGP - CoStar Group Inc. | Add 18.09% | 207,758 | 2.11 |
| ☰ | PCOR - Procore Technologies Inc. | Add 8.65% | 124,282 | 1.07 |
| ☰ | BRZE - Braze Inc A | Add 6.16% | 146,214 | 0.52 |
| ☰ | OKTA - Okta Inc. | Buy | 954,293 | 12.04 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 13.37% | 120,152 | 1.35 |
| ☰ | INTU - Intuit Inc. | Reduce 16.84% | 28,113 | 2.37 |
| ☰ | NCNO - Ncino Inc | Reduce 20.92% | 764,152 | 2.88 |
| ☰ | MNDY - monday.com Ltd. | Reduce 25.74% | 97,499 | 3.26 |
| ☰ | HLT - Hilton Worldwide Holdings | Sell 100.00% | 179,612 | 5.62 |
| Q1 2025 | ||||
| ☰ | INTU - Intuit Inc. | Add 94.73% | 81,208 | 6.85 |
| ☰ | BRZE - Braze Inc A | Add 58.18% | 872,973 | 4.33 |
| ☰ | NCNO - Ncino Inc | Add 38.92% | 1,023,062 | 3.86 |
| ☰ | CSGP - CoStar Group Inc. | Add 26.21% | 238,499 | 2.60 |
| ☰ | BLND - Blend Labs Inc | Add 25.88% | 1,831,874 | 0.84 |
| ☰ | PCOR - Procore Technologies Inc. | Add 20.06% | 240,132 | 2.18 |
| ☰ | VERX - Vertex Inc | Buy | 490,162 | 2.36 |
| ☰ | MNDY - monday.com Ltd. | Reduce 0.00% | 1 | 0.00 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 7.31% | 70,874 | 0.97 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 42.88% | 134,825 | 4.41 |
| ☰ | PPLI - People Inc. | Sell 100.00% | 1,490,081 | 8.52 |
| ☰ | SE - Sea Ltd | Sell 100.00% | 315,538 | 4.43 |
| Q4 2024 | ||||
| ☰ | HLT - Hilton Worldwide Holdings | Add 8.64% | 25,017 | 0.82 |
| ☰ | MNDY - monday.com Ltd. | Add 8.04% | 28,182 | 0.88 |
| ☰ | BLND - Blend Labs Inc | Add 6.77% | 449,175 | 0.25 |
| ☰ | CSGP - CoStar Group Inc. | Buy | 909,803 | 8.63 |
| ☰ | BRZE - Braze Inc A | Buy | 1,500,413 | 8.32 |
| ☰ | NCNO - Ncino Inc | Reduce 0.94% | 24,831 | 0.10 |
| ☰ | PPLI - People Inc. | Reduce 5.69% | 89,847 | 0.61 |
| ☰ | PCOR - Procore Technologies Inc. | Reduce 16.75% | 240,883 | 1.88 |
| ☰ | INTU - Intuit Inc. | Reduce 19.84% | 21,224 | 1.66 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 26.53% | 350,131 | 3.92 |
| ☰ | SE - Sea Ltd | Reduce 66.55% | 627,641 | 7.47 |
| ☰ | CPNG - Coupang Inc. | Sell 100.00% | 2,963,346 | 9.19 |
| Q3 2024 | ||||
| ☰ | PCOR - Procore Technologies Inc. | Add 493.25% | 1,195,675 | 9.32 |
| ☰ | NCNO - Ncino Inc | Add 115.86% | 1,424,349 | 5.68 |
| ☰ | SE - Sea Ltd | Add 11.12% | 94,382 | 1.12 |
| ☰ | BLND - Blend Labs Inc | Reduce 1.28% | 86,154 | 0.03 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 5.89% | 82,554 | 0.87 |
| ☰ | CPNG - Coupang Inc. | Reduce 7.70% | 247,113 | 0.75 |
| ☰ | INTU - Intuit Inc. | Reduce 14.56% | 18,225 | 1.73 |
| ☰ | MNDY - monday.com Ltd. | Reduce 15.46% | 64,088 | 2.23 |
| ☰ | PPLI - People Inc. | Reduce 32.64% | 765,407 | 5.17 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 36.87% | 169,001 | 5.32 |
| Q2 2024 | ||||
| ☰ | BLND - Blend Labs Inc | Add 58.74% | 2,485,283 | 0.85 |
| ☰ | NCNO - Ncino Inc | Buy | 1,229,338 | 5.58 |
| ☰ | PCOR - Procore Technologies Inc. | Buy | 242,407 | 2.32 |
| ☰ | INTU - Intuit Inc. | Reduce 4.57% | 5,992 | 0.50 |
| ☰ | MNDY - monday.com Ltd. | Reduce 4.88% | 21,278 | 0.62 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Reduce 12.15% | 193,988 | 1.65 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 19.68% | 112,288 | 3.08 |
| ☰ | PPLI - People Inc. | Reduce 24.02% | 741,531 | 5.08 |
| ☰ | CPNG - Coupang Inc. | Reduce 34.96% | 1,725,574 | 3.94 |
| ☰ | SE - Sea Ltd | Reduce 55.10% | 1,041,510 | 7.18 |
| Q1 2024 | ||||
| ☰ | BLND - Blend Labs Inc | Add 5.75% | 230,092 | 0.10 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Buy | 1,596,421 | 13.55 |
| ☰ | MNDY - monday.com Ltd. | Buy | 435,896 | 12.64 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 2.98% | 17,513 | 0.52 |
| ☰ | INTU - Intuit Inc. | Reduce 11.12% | 16,408 | 1.68 |
| ☰ | PPLI - People Inc. | Reduce 13.93% | 499,739 | 4.30 |
| ☰ | CPNG - Coupang Inc. | Reduce 21.79% | 1,375,159 | 3.65 |
| ☰ | SE - Sea Ltd | Reduce 30.13% | 815,007 | 5.42 |
| Q4 2023 | ||||
| ☰ | SE - Sea Ltd | Add 4.83% | 124,732 | 0.83 |
| ☰ | PPLI - People Inc. | Reduce 2.50% | 91,992 | 0.78 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 2.78% | 16,844 | 0.42 |
| ☰ | INTU - Intuit Inc. | Reduce 2.91% | 4,426 | 0.38 |
| ☰ | CPNG - Coupang Inc. | Reduce 13.16% | 956,439 | 2.72 |
| ☰ | BLND - Blend Labs Inc | Reduce 15.26% | 720,385 | 0.16 |
| Q3 2023 | ||||
| ☰ | SE - Sea Ltd | Add 40.38% | 742,293 | 5.46 |
| ☰ | PPLI - People Inc. | Reduce 12.02% | 502,802 | 4.30 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 15.71% | 112,755 | 2.24 |
| ☰ | INTU - Intuit Inc. | Reduce 17.74% | 32,783 | 2.05 |
| ☰ | CPNG - Coupang Inc. | Reduce 23.33% | 2,211,072 | 5.24 |
| ☰ | BLND - Blend Labs Inc | Reduce 58.00% | 6,520,188 | 0.84 |
| Q2 2023 | ||||
| ☰ | BLND - Blend Labs Inc | Add 8.23% | 855,281 | 0.11 |
| ☰ | HLT - Hilton Worldwide Holdings | Add 8.15% | 54,108 | 1.07 |
| ☰ | CPNG - Coupang Inc. | Add 5.43% | 488,455 | 1.16 |
| ☰ | SE - Sea Ltd | Reduce 0.26% | 4,779 | 0.05 |
| ☰ | PPLI - People Inc. | Reduce 2.07% | 88,396 | 0.60 |
| ☰ | INTU - Intuit Inc. | Reduce 11.33% | 23,607 | 1.39 |
| ☰ | SNOW - Snowflake Inc. | Sell 100.00% | 249,626 | 5.07 |
| Q1 2023 | ||||
| ☰ | CPNG - Coupang Inc. | Add 42.06% | 2,661,976 | 5.61 |
| ☰ | INTU - Intuit Inc. | Add 6.66% | 13,012 | 0.76 |
| ☰ | HLT - Hilton Worldwide Holdings | Add 6.59% | 41,033 | 0.76 |
| ☰ | PPLI - People Inc. | Add 5.90% | 238,046 | 1.62 |
| ☰ | BLND - Blend Labs Inc | Add 4.61% | 457,899 | 0.06 |
| ☰ | SNOW - Snowflake Inc. | Reduce 22.50% | 72,456 | 1.65 |
| ☰ | SE - Sea Ltd | Reduce 32.56% | 889,977 | 7.36 |
| Q4 2022 | ||||
| ☰ | SNOW - Snowflake Inc. | Add 17.22% | 47,323 | 1.08 |
| ☰ | PPLI - People Inc. | Add 15.16% | 530,676 | 3.74 |
| ☰ | SE - Sea Ltd | Add 13.32% | 321,247 | 2.66 |
| ☰ | BLND - Blend Labs Inc | Add 5.99% | 561,487 | 0.13 |
| ☰ | CPNG - Coupang Inc. | Add 2.31% | 142,800 | 0.33 |
| ☰ | INTU - Intuit Inc. | Reduce 5.76% | 11,938 | 0.64 |
| ☰ | HLT - Hilton Worldwide Holdings | Reduce 46.58% | 542,942 | 9.09 |
| Q3 2022 | ||||
| ☰ | HLT - Hilton Worldwide Holdings | Add 114.34% | 621,797 | 10.41 |
| ☰ | SE - Sea Ltd | Add 23.83% | 464,186 | 3.61 |
| ☰ | PPLI - People Inc. | Add 14.09% | 432,444 | 3.32 |
| ☰ | SNOW - Snowflake Inc. | Add 9.90% | 24,759 | 0.58 |
| ☰ | BLND - Blend Labs Inc | Add 9.76% | 832,642 | 0.26 |
| ☰ | INTU - Intuit Inc. | Buy | 207,319 | 11.15 |
| ☰ | CPNG - Coupang Inc. | Reduce 8.24% | 555,592 | 1.25 |
| Q2 2022 | ||||
| ☰ | BLND - Blend Labs Inc | Add 13.48% | 1,013,929 | 0.42 |
| ☰ | SE - Sea Ltd | Add 2.80% | 53,059 | 0.63 |
| ☰ | HLT - Hilton Worldwide Holdings | Buy | 543,825 | 10.73 |
| ☰ | SNOW - Snowflake Inc. | Buy | 250,000 | 6.16 |
| ☰ | CPNG - Coupang Inc. | Reduce 4.25% | 299,046 | 0.73 |
| ☰ | PPLI - People Inc. | Reduce 7.47% | 247,598 | 3.42 |
| Q1 2022 | ||||
| ☰ | SE - Sea Ltd | Add 103.79% | 964,890 | 15.90 |
| ☰ | CPNG - Coupang Inc. | Buy | 7,040,110 | 17.12 |
| ☰ | BLND - Blend Labs Inc | Buy | 7,520,104 | 5.90 |
| ☰ | PPLI - People Inc. | Reduce 11.51% | 431,547 | 6.96 |
| ☰ | XYZ - Block Inc. | Sell 100.00% | 443,240 | 8.83 |
| ☰ | ANGI - Angi Inc. | Sell 100.00% | 4,501,823 | 5.11 |
| Q4 2021 | ||||
| ☰ | PPLI - People Inc. | Add 28.93% | 840,902 | 13.55 |
| ☰ | ANGI - Angi Inc. | Add 8.92% | 368,700 | 0.42 |
| ☰ | SE - Sea Ltd | Add 0.41% | 3,750 | 0.10 |
| ☰ | XYZ - Block Inc. | Reduce 27.38% | 167,100 | 4.18 |
| ☰ | VMEO - Vimeo Inc | Sell 100.00% | 2,952,085 | 9.05 |
| Q3 2021 | ||||
| ☰ | PPLI - People Inc. | Add 53.26% | 1,010,157 | 13.73 |
| ☰ | VMEO - Vimeo Inc | Add 8.49% | 230,999 | 0.71 |
| ☰ | ANGI - Angi Inc. | Add 2.84% | 114,000 | 0.15 |
| ☰ | XYZ - Block Inc. | Reduce 8.34% | 55,500 | 1.28 |
| ☰ | SE - Sea Ltd | Reduce 26.97% | 342,014 | 8.92 |
| ☰ | MTCH - Match Group Inc. | Sell 100.00% | 384,962 | 5.90 |
| Q2 2021 | ||||
| ☰ | ANGI - Angi Inc. | Add 17.07% | 586,000 | 0.75 |
| ☰ | XYZ - Block Inc. | Add 16.34% | 93,500 | 2.16 |
| ☰ | SE - Sea Ltd | Add 16.12% | 176,000 | 4.59 |
| ☰ | PPLI - People Inc. | Buy | 1,896,715 | 27.78 |
| ☰ | VMEO - Vimeo Inc | Buy | 2,721,086 | 12.67 |
| ☰ | MTCH - Match Group Inc. | Reduce 41.24% | 270,148 | 7.30 |
| Q1 2021 | ||||
| ☰ | ANGI - Angi Inc. | Add 17.04% | 499,857 | 1.28 |
| ☰ | XYZ - Block Inc. | Add 14.99% | 74,600 | 3.33 |
| ☰ | SE - Sea Ltd | Reduce 13.17% | 165,629 | 6.41 |
| ☰ | MTCH - Match Group Inc. | Reduce 15.42% | 119,446 | 3.51 |
| Q4 2020 | ||||
| ☰ | ANGI - Angi Inc. | Add 8.12% | 220,183 | 0.57 |
| ☰ | SE - Sea Ltd | Add 4.50% | 54,154 | 2.10 |
| ☰ | MTCH - Match Group Inc. | Reduce 0.58% | 4,554 | 0.13 |
| ☰ | XYZ - Block Inc. | Reduce 11.61% | 65,359 | 2.70 |
| Q3 2020 | ||||
| ☰ | SE - Sea Ltd | Add 14.54% | 152,738 | 5.98 |
| ☰ | MTCH - Match Group Inc. | Buy | 779,110 | 21.92 |
| ☰ | ANGI - Angi Inc. | Reduce 11.41% | 349,500 | 0.95 |
| ☰ | XYZ - Block Inc. | Reduce 30.92% | 252,053 | 5.92 |
| ☰ | HNIB - Iac Interactivecorp | Sell 100.00% | 410,958 | 29.77 |
| ☰ | JD - JD.com Inc. | Sell 100.00% | 844,108 | 11.38 |
| ☰ | CVNA - Carvana Co. | Sell 100.00% | 1,135,285 | 6.11 |
| Q2 2020 | ||||
| ☰ | HNIB - Iac Interactivecorp | Add 9.39% | 35,291 | 2.56 |
| ☰ | XYZ - Block Inc. | Buy | 815,152 | 19.16 |
| ☰ | JD - JD.com Inc. | Reduce 5.80% | 51,959 | 0.74 |
| ☰ | CVNA - Carvana Co. | Reduce 35.97% | 637,820 | 2.49 |
| ☰ | ANGI - Angi Inc. | Reduce 49.98% | 3,060,620 | 5.68 |
| ☰ | SE - Sea Ltd | Reduce 63.45% | 1,824,164 | 28.59 |
| Q1 2020 | ||||
| ☰ | HNIB - Iac Interactivecorp | Add 220.16% | 258,329 | 16.38 |
| ☰ | JD - JD.com Inc. | Add 37.04% | 242,184 | 3.47 |
| ☰ | ANGI - Angi Inc. | Add 34.42% | 1,567,967 | 2.91 |
| ☰ | SE - Sea Ltd | Add 15.95% | 395,448 | 6.20 |
| ☰ | CVNA - Carvana Co. | Reduce 44.66% | 1,430,820 | 10.56 |
| Q4 2019 | ||||
| ☰ | SE - Sea Ltd | Add 74.18% | 1,055,954 | 17.02 |
| ☰ | HNIB - Iac Interactivecorp | Add 13.03% | 13,524 | 1.35 |
| ☰ | ANGI - Angi Inc. | Add 9.10% | 379,832 | 1.29 |
| ☰ | JD - JD.com Inc. | Add 8.91% | 53,500 | 0.76 |
| ☰ | CVNA - Carvana Co. | Add 5.91% | 178,900 | 1.32 |
| Q3 2019 | ||||
| ☰ | ANGI - Angi Inc. | Add 232.85% | 2,920,978 | 13.52 |
| ☰ | SE - Sea Ltd | Add 8.05% | 106,051 | 2.14 |
| ☰ | JD - JD.com Inc. | Add 7.27% | 40,700 | 0.75 |
| ☰ | CVNA - Carvana Co. | Reduce 20.07% | 759,400 | 5.57 |
| ☰ | HNIB - Iac Interactivecorp | Reduce 51.18% | 108,825 | 13.87 |
| Q2 2019 | ||||
| ☰ | SE - Sea Ltd | Add 6.90% | 85,000 | 1.65 |
| ☰ | ANGI - Angi Inc. | Buy | 1,254,426 | 9.56 |
| ☰ | CVNA - Carvana Co. | Reduce 13.65% | 598,105 | 4.37 |
| ☰ | HNIB - Iac Interactivecorp | Reduce 15.74% | 39,724 | 5.25 |
| ☰ | JD - JD.com Inc. | Reduce 35.29% | 305,203 | 5.79 |
| Q1 2019 | ||||
| ☰ | CVNA - Carvana Co. | Add 25.96% | 903,225 | 6.60 |
| ☰ | SE - Sea Ltd | Buy | 1,232,375 | 18.23 |
| ☰ | JD - JD.com Inc. | Reduce 34.59% | 457,411 | 9.91 |