Dennis Hong Portfolio Holdings by Sector
Shaw Spring Partners LLC
- $728 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
INTU NCNO PCOR MNDY BRZE BLND VERX 7 stocks |
$522,436
71.79% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$90,979
12.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$73,446
10.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$40,870
5.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|