Dennis Hong Portfolio Holdings by Sector
Shaw Spring Partners LLC
- $650 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PCOR INTU MNDY BRZE NCNO BLND VERX 7 stocks |
$386,596
59.49% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR OKTA 2 stocks |
$187,683
28.88% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$75,598
11.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|