Dennis Hong Portfolio Holdings

Shaw Spring Partners LLC

  • $792 Million
  • Q3 2024

Shaw Spring Partners LLC, under direction of Dennis Hong has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $792 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shift4 Payments, Inc. with a value of $117M, Monday.Com Ltd. with a value of $97.4M, Sea LTD with a value of $88.9M, Procore Technologies, Inc. with a value of $88.8M, and Iac/Inter Active Corp with a value of $85M.

Examining the 13F form we can see an increase of $98.3M in the current position value, from $693M to 792M.

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 $792 Million
Technology: $478 Million
Consumer Cyclical: $228 Million
Communication Services: $85 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.21B
$117 Million 14.78% of portfolio
1,319,879
Q3 2024 Reduced 5.89%
$9.61B
$88.8 Million 11.21% of portfolio
1,438,082
Q3 2024 Added 493.25%
$3.98B
$85 Million 10.74% of portfolio
1,579,928
Q3 2024 Reduced 32.64%
$4.44B
$83.8 Million 10.58% of portfolio
2,653,687
Q3 2024 Added 115.86%
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 $792 Million
  • Prior Value $693 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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