Dennis Hong – ShawSpring Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Okta, Inc. (OKTA)
Increases – Vertex, Inc. (VERX), CoStar Group, Inc. (CSGP), Braze, Inc. (BRZE), Procore Technologies, Inc. (PCOR)
Reductions – Intuit Inc. (INTU), Monday.com (MNDY), Shift4 Payments, Inc. (FOUR), nCino, Inc. (NCNO)
Complete Exits – Hilton Worldwide Holdings Inc. (HLT)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
ShawSpring Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | OKTA Okta, Inc. | Buy - Position Entry | +954,293 |
Q2 2025Jun 30, 2025 | VERX Vertex, Inc. | Buy | +222,283+45.3% |
Q2 2025Jun 30, 2025 | CSGP CoStar Group, Inc. | Buy | +207,758+18.1% |
Q2 2025Jun 30, 2025 | BRZE Braze, Inc. | Buy | +146,214+6.2% |
Q2 2025Jun 30, 2025 | PCOR Procore Technologies, Inc. | Buy | +124,282+8.6% |
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell | -28,113-16.8% |
Q2 2025Jun 30, 2025 | MNDY Monday.com | Sell | -97,499-25.7% |
Q2 2025Jun 30, 2025 | FOUR Shift4 Payments, Inc. | Sell | -120,152-13.4% |
Q2 2025Jun 30, 2025 | HLT Hilton Worldwide Holdings Inc. | Sell - Position Exit | -179,612-100.0% |
Q2 2025Jun 30, 2025 | NCNO nCino, Inc. | Sell | -764,152-20.9% |
Q1 2025Mar 31, 2025 | BLND Blend Labs, Inc. | Buy | +1,831,874+25.9% |
Q1 2025Mar 31, 2025 | NCNO nCino, Inc. | Buy | +1,023,062+38.9% |
Q1 2025Mar 31, 2025 | BRZE Braze, Inc. | Buy | +872,973+58.2% |
Q1 2025Mar 31, 2025 | VERX Vertex, Inc. | Buy - Position Entry | +490,162 |
Q1 2025Mar 31, 2025 | PCOR Procore Technologies, Inc. | Buy | +240,132+20.1% |
Q1 2025Mar 31, 2025 | CSGP CoStar Group, Inc. | Buy | +238,499+26.2% |
Q1 2025Mar 31, 2025 | INTU Intuit Inc. | Buy | +81,208+94.7% |
Q1 2025Mar 31, 2025 | MNDY Monday.com | Sell | -1-0.0% |
Q1 2025Mar 31, 2025 | FOUR Shift4 Payments, Inc. | Sell | -70,874-7.3% |
Q1 2025Mar 31, 2025 | HLT Hilton Worldwide Holdings Inc. | Sell | -134,825-42.9% |
Q1 2025Mar 31, 2025 | SE Sea Limited | Sell - Position Exit | -315,538-100.0% |
Q1 2025Mar 31, 2025 | IAC IAC Inc. | Sell - Position Exit | -1,490,081-100.0% |
Q4 2024Dec 31, 2024 | BRZE Braze, Inc. | Buy - Position Entry | +1,500,413 |
Q4 2024Dec 31, 2024 | CSGP CoStar Group, Inc. | Buy - Position Entry | +909,803 |
Q4 2024Dec 31, 2024 | BLND Blend Labs, Inc. | Buy | +449,175+6.8% |
Q4 2024Dec 31, 2024 | MNDY Monday.com | Buy | +28,182+8.0% |
Q4 2024Dec 31, 2024 | HLT Hilton Worldwide Holdings Inc. | Buy | +25,017+8.6% |
Q4 2024Dec 31, 2024 | INTU Intuit Inc. | Sell | -21,224-19.8% |
Q4 2024Dec 31, 2024 | NCNO nCino, Inc. | Sell | -24,831-0.9% |
Q4 2024Dec 31, 2024 | IAC IAC Inc. | Sell | -89,847-5.7% |