Dennis Hong Portfolio Holdings by Sector
Shaw Spring Partners LLC
- $792 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
MNDY PCOR NCNO INTU BLND 5 stocks |
$361,230
45.63% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
SE CPNG 2 stocks |
$161,672
20.42% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$117,007
14.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$85,047
10.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$66,711
8.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|