Rating #128
Dennis Hong
Shawspring Partners
Portfolio value
Stocks
Performance
1 Year
-5.22%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Dennis Hong’s Portfolio: Q3 2025
Top10 stocks: 96.63% of the portfolio
Dennis Hong’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
4.66ppt
-0.38ppt
0.81ppt
1.46ppt
1.63ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  FOUR | +60.70% | $92.96 | $43.94M | 4.66ppt | |
2  MNDY | +33.07% | $230.24 | $21.41M | -0.38ppt | |
3  VERX | +51.79% | $28.97 | $10.69M | 0.81ppt | |
4  OKTA | +3.79% | $93.37 | $3.38M | 1.46ppt | |
5  BLND | +10.43% | $3.59 | $3.34M | 1.63ppt |
Dennis Hong’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 FOUR | Other Business Services | $69.59 | +60.70% | 1.25M | $96.86M | 14.40% 4.66ppt | 1.85% | 7 Quarters | Q3 2025 | |
2 OKTA | Prepackaged Software | $99.67 | +3.79% | 990.49K | $90.83M | 13.50% 1.46ppt | 0.56% | 2 Quarters | Q3 2025 | |
3  PCOR | Prepackaged Software | $63.49 | -30.97% | 1.08M | $78.60M | 11.69% -1.80ppt | 0.72% | 6 Quarters | Q3 2025 | |
4  INTU | Prepackaged Software | $499.46 | -17.62% | 114.37K | $78.10M | 11.61% -2.19ppt | 0.04% | 13 Quarters | Q3 2025 | |
5  CSGP | Other Business Services | $74.28 | -33.92% | 896.03K | $75.60M | 11.24% -2.52ppt | 0.21% | 4 Quarters | Q3 2025 | |
6 MNDY | Prepackaged Software | $215.02 | +33.07% | 374.22K | $72.48M | 10.78% -0.38ppt | 0.73% | 7 Quarters | Q3 2025 | |
7  BRZE | Prepackaged Software | $39.07 | -26.65% | 1.85M | $52.56M | 7.82% -1.12ppt | 1.73% | 4 Quarters | Q3 2025 | |
8  NCNO | Prepackaged Software | $30.32 | -46.20% | 1.55M | $42.12M | 6.26% -3.93ppt | 1.35% | 6 Quarters | Q3 2025 | |
9 BLND | Computer Programming & Data | $3.59 | +10.43% | 9.84M | $35.92M | 5.34% 1.63ppt | 3.80% | 15 Quarters | Q3 2025 | |
10 VERX | Prepackaged Software | $31.59 | +51.79% | 1.08M | $26.81M | 3.99% 0.81ppt | 0.68% | 3 Quarters | Q3 2025 | |
11  FWON.K | TV Broadcasting | $104.45 | +100.00% | 217.52K | $22.72M | 3.38% 3.38ppt | 0.09% | 1 Quarter | Q3 2025 |
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