Dennis Hong Portfolio Holdings by Sector
Shaw Spring Partners LLC
- $792 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
INTU PCOR MNDY NCNO BRZE BLND VERX 7 stocks |
$510,774
64.46% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
OKTA FOUR 2 stocks |
$172,579
21.78% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$109,027
13.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|