ShawSpring Partners

Dennis Hong

$531.1M Portfolio Value
11 Stocks
-21.10% YTD Return
Feb 13, 2026 Last Updated
Portfolio Value Over Time

Current Holdings for ShawSpring Partners

Stock Click to search
Shares Value % of Portfolio Change Est. Return
OKTA|OKTA INC
883.4K $76.4M
14.38%
TRIM -10.8% -11.18%
FOUR|SHIFT4 PMTS INC
1.1M $72.3M
13.62%
TRIM -8.2% -15.72%
CSGP|COSTAR GROUP INC
957.6K $64.4M
12.12%
ADD +6.9% -12.65%
BABA|ALIBABA GROUP HLDG LTD
378.2K $55.4M
10.44%
ADD NEW -2.16%
BRZE|BRAZE INC
1.5M $50.5M
9.51%
TRIM -20.3% -30.86%
PCOR|PROCORE TECHNOLOGIES INC
681.5K $49.6M
9.33%
TRIM -36.8% +1.96%
MNDY|MONDAY COM LTD
254.0K $37.5M
7.06%
TRIM -32.1% -41.84%
FWONA|LIBERTY MEDIA CORP DEL
371.8K $36.6M
6.90%
ADD +70.9% -12.00%
INTU|INTUIT
50.7K $33.6M
6.33%
TRIM -55.6% +14.73%
BLND|BLEND LABS INC
9.0M $27.4M
5.17%
TRIM -8.3% -40.20%
AMZN|AMAZON COM INC
118.4K $27.3M
5.15%
ADD NEW -12.67%

Trading Activity for ShawSpring Partners

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q4
FOUR|SHIFT4 PMTS INC
SELL -8.19% 1.1M $72M -10.8%
OKTA|OKTA INC
SELL -10.81% 883.4K $76M -14.5%
PCOR|PROCORE TECHNOLOGIES INC
SELL -36.77% 681.5K $50M +16.1%
INTU|INTUIT
SELL -55.65% 50.7K $34M +38.3%
CSGP|COSTAR GROUP INC
BUY +6.87% 957.6K $64M
MNDY|MONDAY COM LTD
SELL -32.14% 254.0K $37M -26.2%
BABA|ALIBABA GROUP HLDG LTD
BUY NEW 378.2K $55M
BRZE|BRAZE INC
SELL -20.30% 1.5M $51M -24.3%
NCNO|NCINO INC
SELL EXIT -19.3%
FWONA|LIBERTY MEDIA CORP DEL
BUY +70.94% 371.8K $37M
BLND|BLEND LABS INC
SELL -8.30% 9.0M $27M -34.8%
AMZN|AMAZON COM INC
BUY NEW 118.4K $27M
VERX|VERTEX INC
SELL EXIT -46.6%
2025-Q3
INTU|INTUIT
SELL -17.62% 114.4K $78M +49.1%
CSGP|COSTAR GROUP INC
SELL -33.92% 896.0K $76M +16.2%
PCOR|PROCORE TECHNOLOGIES INC
SELL -30.97% 1.1M $79M +10.7%
FOUR|SHIFT4 PMTS INC
BUY +60.70% 1.3M $97M
OKTA|OKTA INC
BUY +3.79% 990.5K $91M
MNDY|MONDAY COM LTD
BUY +33.07% 374.2K $72M
NCNO|NCINO INC
SELL -46.20% 1.6M $42M -7.2%
BRZE|BRAZE INC
SELL -26.65% 1.8M $53M -24.6%
BLND|BLEND LABS INC
BUY +10.43% 9.8M $36M
VERX|VERTEX INC
BUY +51.79% 1.1M $27M
FWONA|LIBERTY MEDIA CORP DEL
BUY NEW 217.5K $23M
2025-Q2
INTU|INTUIT
SELL -16.84% 138.8K $109M +38.2%
CSGP|COSTAR GROUP INC
BUY +18.09% 1.4M $109M
PCOR|PROCORE TECHNOLOGIES INC
BUY +8.65% 1.6M $107M
NCNO|NCINO INC
SELL -20.92% 2.9M $81M -22.3%
OKTA|OKTA INC
BUY NEW 954.3K $95M
MNDY|MONDAY COM LTD
SELL -25.74% 281.2K $88M +27.4%
BRZE|BRAZE INC
BUY +6.16% 2.5M $71M
FOUR|SHIFT4 PMTS INC
SELL -13.37% 778.7K $77M +19.0%
HLT|HILTON WORLDWIDE HLDGS INC
SELL EXIT +79.8%
VERX|VERTEX INC
BUY +45.35% 712.4K $25M
2025-Q1
INTU|INTUIT
BUY +94.73% 166.9K $102M
FOUR|SHIFT4 PMTS INC
SELL -7.31% 898.9K $73M +36.9%
NCNO|NCINO INC
BUY +38.92% 3.7M $100M
PCOR|PROCORE TECHNOLOGIES INC
BUY +20.06% 1.4M $95M
MNDY|MONDAY COM LTD
SELL +0.00% 378.7K $92M +15.8%
CSGP|COSTAR GROUP INC
BUY +26.21% 1.1M $91M
BRZE|BRAZE INC
BUY +58.18% 2.4M $86M
HLT|HILTON WORLDWIDE HLDGS INC
SELL -42.88% 179.6K $41M +80.8%
IAC|IAC INC
SELL EXIT -64.7%
SE|SEA LTD
SELL EXIT +94.4%
BLND|BLEND LABS INC
BUY +25.88% 8.9M $30M
VERX|VERTEX INC
BUY NEW 490.2K $17M
2024-Q4
FOUR|SHIFT4 PMTS INC
SELL -26.53% 969.7K $101M +32.5%
MNDY|MONDAY COM LTD
BUY +8.04% 378.7K $89M
PCOR|PROCORE TECHNOLOGIES INC
SELL -16.75% 1.2M $90M +14.9%
SE|SEA LTD
SELL -66.55% 315.5K $33M +60.3%
NCNO|NCINO INC
SELL -0.94% 2.6M $88M +19.0%
IAC|IAC INC
SELL -5.69% 1.5M $64M -60.9%
HLT|HILTON WORLDWIDE HLDGS INC
BUY +8.64% 314.4K $78M
CPNG|COUPANG INC
SELL EXIT +26.6%
INTU|INTUIT
SELL -19.84% 85.7K $54M +47.5%
CSGP|COSTAR GROUP INC
BUY NEW 909.8K $65M
BRZE|BRAZE INC
BUY NEW 1.5M $63M
BLND|BLEND LABS INC
BUY +6.77% 7.1M $30M
2024-Q3
FOUR|SHIFT4 PMTS INC
SELL -5.89% 1.3M $117M +1.5%
IAC|IAC INC
SELL -32.64% 1.6M $85M -58.7%
HLT|HILTON WORLDWIDE HLDGS INC
SELL -36.87% 289.4K $67M +60.0%
MNDY|MONDAY COM LTD
SELL -15.46% 350.5K $97M +14.2%
SE|SEA LTD
BUY +11.12% 943.2K $89M
PCOR|PROCORE TECHNOLOGIES INC
BUY +493.25% 1.4M $89M
NCNO|NCINO INC
BUY +115.86% 2.7M $84M
INTU|INTUIT
SELL -14.56% 107.0K $66M +47.5%
CPNG|COUPANG INC
SELL -7.70% 3.0M $73M +14.4%
BLND|BLEND LABS INC
SELL -1.28% 6.6M $25M -34.1%
2024-Q2
IAC|IAC INC
SELL -24.02% 2.3M $110M -60.0%
HLT|HILTON WORLDWIDE HLDGS INC
SELL -19.68% 458.4K $100M +51.6%
FOUR|SHIFT4 PMTS INC
SELL -12.15% 1.4M $103M -10.3%
SE|SEA LTD
SELL -55.10% 848.8K $61M +3.9%
MNDY|MONDAY COM LTD
SELL -4.88% 414.6K $100M -0.5%
CPNG|COUPANG INC
SELL -34.96% 3.2M $67M +14.7%
INTU|INTUIT
SELL -4.57% 125.2K $82M +45.0%
NCNO|NCINO INC
BUY NEW 1.2M $39M
PCOR|PROCORE TECHNOLOGIES INC
BUY NEW 242.4K $16M
BLND|BLEND LABS INC
BUY +58.74% 6.7M $16M
2024-Q1
IAC|IAC INC
SELL -13.93% 3.1M $165M -58.0%
HLT|HILTON WORLDWIDE HLDGS INC
SELL -2.98% 570.7K $122M +45.2%
SE|SEA LTD
SELL -30.13% 1.9M $102M -32.1%
FOUR|SHIFT4 PMTS INC
BUY NEW 1.6M $105M
CPNG|COUPANG INC
SELL -21.79% 4.9M $88M -17.4%
MNDY|MONDAY COM LTD
BUY NEW 435.9K $98M
INTU|INTUIT
SELL -11.12% 131.2K $85M +48.5%
BLND|BLEND LABS INC
BUY +5.75% 4.2M $14M
2023-Q4
IAC|IAC INC
SELL -2.50% 3.6M $188M -61.2%
CPNG|COUPANG INC
SELL -13.16% 6.3M $102M -15.6%
SE|SEA LTD
BUY +4.83% 2.7M $110M
HLT|HILTON WORLDWIDE HLDGS INC
SELL -2.78% 588.2K $107M +22.7%
INTU|INTUIT
SELL -2.91% 147.6K $92M +28.6%
BLND|BLEND LABS INC
SELL -15.26% 4.0M $10M -77.3%
2023-Q3
IAC|IAC INC
SELL -12.02% 3.7M $185M -55.0%
CPNG|COUPANG INC
SELL -23.33% 7.3M $124M -7.2%
SE|SEA LTD
BUY +40.38% 2.6M $113M
HLT|HILTON WORLDWIDE HLDGS INC
SELL -15.71% 605.1K $91M +11.7%
INTU|INTUIT
SELL -17.74% 152.0K $78M +16.0%
BLND|BLEND LABS INC
SELL -58.00% 4.7M $6M -78.9%
2023-Q2
IAC|IAC INC
SELL -2.07% 4.2M $263M -54.9%
CPNG|COUPANG INC
BUY +5.43% 9.5M $165M
SE|SEA LTD
SELL -0.26% 1.8M $107M +6.6%
HLT|HILTON WORLDWIDE HLDGS INC
BUY +8.15% 717.8K $104M
INTU|INTUIT
SELL -11.33% 184.8K $85M +2.0%
SNOW|SNOWFLAKE INC
SELL EXIT +14.0%
BLND|BLEND LABS INC
BUY +8.23% 11.2M $11M
2023-Q1
IAC|IAC INC
BUY +5.90% 4.3M $220M
SE|SEA LTD
SELL -32.56% 1.8M $160M -3.1%
CPNG|COUPANG INC
BUY +42.06% 9.0M $144M
HLT|HILTON WORLDWIDE HLDGS INC
BUY +6.59% 663.7K $93M
INTU|INTUIT
BUY +6.66% 208.4K $93M
SNOW|SNOWFLAKE INC
SELL -22.50% 249.6K $39M -3.0%
BLND|BLEND LABS INC
BUY +4.61% 10.4M $10M
2022-Q4
IAC|IAC INC
BUY +15.16% 4.0M $179M
SE|SEA LTD
BUY +13.32% 2.7M $142M
HLT|HILTON WORLDWIDE HLDGS INC
SELL -46.58% 622.7K $79M -2.6%
CPNG|COUPANG INC
BUY +2.31% 6.3M $93M
INTU|INTUIT
SELL -5.76% 195.4K $76M -8.9%
SNOW|SNOWFLAKE INC
BUY +17.22% 322.1K $46M
BLND|BLEND LABS INC
BUY +5.99% 9.9M $14M
2022-Q3
IAC|IAC INTERACTIVECORP
BUY +14.09% 3.5M $194M
HLT|HILTON WORLDWIDE HLDGS INC
BUY +114.34% 1.2M $141M
SE|SEA LTD
BUY +23.83% 2.4M $135M
CPNG|COUPANG INC
SELL -8.24% 6.2M $103M -17.8%
INTU|INTUIT
BUY NEW 207.3K $80M
SNOW|SNOWFLAKE INC
BUY +9.90% 274.8K $47M
BLND|BLEND LABS INC
BUY +9.76% 9.4M $21M
2022-Q2
IAC|IAC INTERACTIVECORP
SELL -7.47% 3.1M $233M -42.2%
SE|SEA LTD
BUY +2.80% 1.9M $130M
CPNG|COUPANG INC
SELL -4.25% 6.7M $86M -37.9%
HLT|HILTON WORLDWIDE HLDGS INC
BUY NEW 543.8K $61M
BLND|BLEND LABS INC
BUY +13.48% 8.5M $20M
SNOW|SNOWFLAKE INC
BUY NEW 250.0K $35M
2022-Q1
IAC|IAC INTERACTIVECORP
SELL -11.51% 3.3M $333M -14.3%
SE|SEA LTD
BUY +103.79% 1.9M $227M
CPNG|COUPANG INC
BUY NEW 7.0M $124M
XYZ|SQUARE INC
SELL EXIT +13.4%
BLND|BLEND LABS INC
BUY NEW 7.5M $43M
ANGI1EUR|ANGI HOMESERVICES INC
SELL EXIT
2021-Q4
IAC|IAC INTERACTIVECORP
BUY +28.93% 3.7M $490M
SE|SEA LTD
BUY +0.41% 929.7K $208M
XYZ|SQUARE INC
SELL -27.38% 443.2K $72M +119.7%
VMEO*|VIMEO INC
SELL EXIT
ANGI1EUR|ANGI HOMESERVICES INC
BUY +8.92% 4.5M $41M
2021-Q3
IAC|IAC INTERACTIVECORP NEW
BUY +53.26% 2.9M $379M
SE|SEA LTD
SELL -26.97% 925.9K $296M +538.6%
XYZ|SQUARE INC
SELL -8.34% 610.3K $146M +149.9%
VMEO*|VIMEO INC
BUY +8.49% 3.0M $87M
MTCH|MATCH GROUP INC NEW
SELL EXIT +47.1%
ANGI1EUR|ANGI INC
BUY +2.84% 4.1M $51M
2021-Q2
SE|SEA LTD
BUY +16.12% 1.3M $348M
IAC|IAC INTERACTIVECORP NEW
SELL EXIT +53.2%
IAC|IAC INTERACTIVECORP NEW
BUY NEW 1.9M $292M
XYZ|SQUARE INC
BUY +16.34% 665.8K $162M
VMEO*|VIMEO INC
BUY NEW 2.7M $133M
MTCH|MATCH GROUP INC NEW
SELL -41.24% 385.0K $62M +34.5%
ANGI1EUR|ANGI INC
BUY +17.07% 4.0M $54M
2021-Q1
IAC|IAC INTERACTIVECORP NEW
BUY +32.57% 1.4M $294M
SE|SEA LTD
SELL -13.17% 1.1M $244M +532.9%
XYZ|SQUARE INC
BUY +14.99% 572.3K $130M
MTCH|MATCH GROUP INC NEW
SELL -15.42% 655.1K $90M +41.6%
ANGI1EUR|ANGI INC
BUY +17.04% 3.4M $45M
2020-Q4
SE|SEA LTD
BUY +4.50% 1.3M $250M
IAC|IAC INTERACTIVECORP NEW
BUY +24.08% 1.0M $194M
MTCH|MATCH GROUP INC NEW
SELL -0.58% 774.6K $117M +23.8%
XYZ|SQUARE INC
SELL -11.61% 497.7K $108M +142.7%
ANGI1EUR|ANGI HOMESERVICES INC
BUY +8.12% 2.9M $39M
2020-Q3
SE|SEA LTD
BUY +14.54% 1.2M $185M
IACIEUR|IAC INTERACTIVECORP
SELL EXIT
IAC|IAC INTERACTIVECORP NEW
BUY NEW 825.8K $99M
XYZ|SQUARE INC
SELL -30.92% 563.1K $92M +85.0%
MTCH|MATCH GROUP INC NEW
BUY NEW 779.1K $86M
JD|JD.COM INC
SELL EXIT
ANGI1EUR|ANGI HOMESERVICES INC
SELL -11.41% 2.7M $30M
CVNA|CARVANA CO
SELL EXIT
2020-Q2
IACIEUR|IAC INTERACTIVECORP
BUY +9.39% 411.0K $133M
SE|SEA LTD
SELL -63.45% 1.1M $113M +121.3%
XYZ|SQUARE INC
BUY NEW 815.2K $86M
JD|JD.COM INC
SELL -5.80% 844.1K $51M
ANGI1EUR|ANGI HOMESERVICES INC
SELL -49.98% 3.1M $37M
CVNA|CARVANA CO
SELL -35.97% 227.1K $27M
2020-Q1
SE|SEA LTD
BUY +15.95% 2.9M $127M
IACIEUR|IAC INTERACTIVECORP
BUY +220.16% 375.7K $67M
CVNA|CARVANA CO
SELL -44.66% 354.6K $20M
ANGI1EUR|ANGI HOMESERVICES INC
BUY +34.42% 6.1M $32M
JD|JD COM INC
BUY +37.04% 896.1K $36M
2019-Q4
SE|SEA LTD
BUY +74.18% 2.5M $100M
CVNA|CARVANA CO
BUY +5.91% 640.8K $59M
ANGI1EUR|ANGI HOMESERVICES INC
BUY +9.10% 4.6M $39M
IACIEUR|IAC INTERACTIVECORP
BUY +13.03% 117.3K $29M
JD|JD COM INC
BUY +8.91% 653.9K $23M
2019-Q3
CVNA|CARVANA CO
SELL -20.07% 605.0K $40M
IACIEUR|IAC INTERACTIVECORP
SELL -51.18% 103.8K $23M
SE|SEA LTD
BUY +8.05% 1.4M $44M
ANGI1EUR|ANGI HOMESERVICES INC
BUY +232.85% 4.2M $30M
JD|JD COM INC
BUY +7.27% 600.4K $17M
2019-Q2
IACIEUR|IAC INTERACTIVECORP
SELL -15.74% 212.6K $46M
CVNA|CARVANA CO
SELL -13.65% 756.9K $47M
SE|SEA LTD
BUY +6.90% 1.3M $44M
JD|JD COM INC
SELL -35.29% 559.7K $17M
ANGI1EUR|ANGI HOMESERVICES INC
BUY NEW 1.3M $16M
2019-Q1
CVNA|CARVANA CO
BUY +25.96% 876.5K $51M
SE|SEA LTD
BUY NEW 1.2M $29M
JD|JD COM INC
SELL -34.59% 864.9K $26M

Closed Positions for ShawSpring Partners

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
NCNO|NCINO INC
2024-Q2 → 2025-Q4 (1.5y) $116.2M $98.4M $-17.8M -15.3% -10.5%
VERX|VERTEX INC
2025-Q1 → 2025-Q4 (0.7y) $40.9M $21.8M $-19.1M -46.6% -56.9%
HLT|HILTON WORLDWIDE HLDGS INC
2022-Q2 → 2025-Q2 (3.0y) $176.4M $231.5M $+55.1M +31.2% +9.5%
SE|SEA LTD
2019-Q1 → 2025-Q1 (6.0y) $388.4M $526.2M $+137.8M +35.5% +5.2%
IAC|IAC INC
2021-Q2 → 2025-Q1 (3.7y) $503.0M $232.6M $-270.4M -53.8% -18.6%
CPNG|COUPANG INC
2022-Q1 → 2024-Q4 (2.7y) $200.1M $207.3M $+7.2M +3.6% +1.3%
SNOW|SNOWFLAKE INC
2022-Q2 → 2023-Q2 (1.0y) $47.3M $52.1M $+4.8M +10.2% +10.2%
XYZ|SQUARE INC
2020-Q2 → 2022-Q1 (1.7y) $101.7M $152.7M $+51.0M +50.1% +26.2%
MTCH|MATCH GROUP INC NEW
2020-Q3 → 2021-Q3 (1.0y) $83.2M $118.0M $+34.8M +41.8% +41.9%
IAC|IAC INTERACTIVECORP NEW
2020-Q3 → 2021-Q2 (0.7y) $114.4M $175.3M $+60.8M +53.2% +76.9%