Dennis Hong Portfolio Holdings by Sector
Shaw Spring Partners LLC
- $755 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
PCOR MNDY NCNO BRZE INTU BLND 6 stocks |
$413,665
54.8% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$100,640
13.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$77,716
10.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$65,132
8.63% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$64,282
8.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
SE 1 stocks |
$33,478
4.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|