Dennis Hong Portfolio Holdings

Shaw Spring Partners LLC

  • $728 Million
  • Q1 2025

Shaw Spring Partners LLC, under direction of Dennis Hong has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $728 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intuit Inc with a value of $102M, N Cino, Inc. with a value of $100M, Procore Technologies, Inc. with a value of $94.9M, Monday.Com Ltd. with a value of $92.1M, and Costar Group, Inc. with a value of $91M.

Examining the 13F form we can see an decrease of $27.2M in the current position value, from $755M to 728M.

Shaw Spring Partners LLC is based out at Boston, MA

Below you can find more details about Dennis Hong portfolio as well as his latest detailed transactions.

Portfolio value $728 Million
Technology: $596 Million
Real Estate: $91 Million
Consumer Cyclical: $40.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.97B
$100 Million 13.79% of portfolio
3,651,918
Q1 2025 Added 38.92%
$9.21B
$94.9 Million 13.04% of portfolio
1,437,331
Q1 2025 Added 20.06%
$4.63B
$73.4 Million 10.09% of portfolio
898,874
Q1 2025 Reduced 7.31%
Dennis Hong

Dennis Hong

Dennis Hong is the founder and chief investment officer of ShawSpring Partners, a successful investment firm that focuses on value investing. Hong is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $728 Million
  • Prior Value $755 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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