Dennis Hong - ShawSpring Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | AMZN - Amazon.com Inc. | Add 57.47% | 68,061 | 5.30 |
| ☰ | ZS - Zscaler Inc. | Buy | 200,416 | 10.51 |
| ☰ | CPNG - Coupang Inc. | Buy | 906,291 | 6.39 |
| ☰ | GDS - GDS Holdings Ltd | Buy | 221,782 | 3.34 |
| ☰ | CEG - Constellation Energy Corp. | Buy | 23,167 | 2.42 |
| Q4 2025 | ||||
| ☰ | FWONK - Liberty Media Corp Formula One Series C | Add 70.94% | 154,306 | 2.86 |
| ☰ | CSGP - CoStar Group Inc. | Add 6.87% | 61,523 | 0.78 |
| ☰ | BABA - Alibaba Group Holdings | Buy | 378,155 | 10.44 |
| ☰ | AMZN - Amazon.com Inc. | Buy | 118,438 | 5.15 |
| Q3 2025 | ||||
| ☰ | FOUR - Shift4 Payments Inc. CL A | Add 60.70% | 472,652 | 5.44 |
| ☰ | VERX - Vertex Inc | Add 51.79% | 369,001 | 1.36 |
| ☰ | MNDY - monday.com Ltd. | Add 33.07% | 93,009 | 2.68 |
| ☰ | BLND - Blend Labs Inc | Add 10.43% | 929,566 | 0.50 |
| ☰ | OKTA - Okta Inc. | Add 3.79% | 36,193 | 0.49 |
| ☰ | FWONK - Liberty Media Corp Formula One Series C | Buy | 217,523 | 3.38 |
| Q2 2025 | ||||
| ☰ | VERX - Vertex Inc | Add 45.35% | 222,283 | 0.99 |
| ☰ | CSGP - CoStar Group Inc. | Add 18.09% | 207,758 | 2.11 |
| ☰ | PCOR - Procore Technologies Inc. | Add 8.65% | 124,282 | 1.07 |
| ☰ | BRZE - Braze Inc A | Add 6.16% | 146,214 | 0.52 |
| ☰ | OKTA - Okta Inc. | Buy | 954,293 | 12.04 |
| Q1 2025 | ||||
| ☰ | INTU - Intuit Inc. | Add 94.73% | 81,208 | 6.85 |
| ☰ | BRZE - Braze Inc A | Add 58.18% | 872,973 | 4.33 |
| ☰ | NCNO - Ncino Inc | Add 38.92% | 1,023,062 | 3.86 |
| ☰ | CSGP - CoStar Group Inc. | Add 26.21% | 238,499 | 2.60 |
| ☰ | BLND - Blend Labs Inc | Add 25.88% | 1,831,874 | 0.84 |
| ☰ | PCOR - Procore Technologies Inc. | Add 20.06% | 240,132 | 2.18 |
| ☰ | VERX - Vertex Inc | Buy | 490,162 | 2.36 |
| Q4 2024 | ||||
| ☰ | HLT - Hilton Worldwide Holdings | Add 8.64% | 25,017 | 0.82 |
| ☰ | MNDY - monday.com Ltd. | Add 8.04% | 28,182 | 0.88 |
| ☰ | BLND - Blend Labs Inc | Add 6.77% | 449,175 | 0.25 |
| ☰ | CSGP - CoStar Group Inc. | Buy | 909,803 | 8.63 |
| ☰ | BRZE - Braze Inc A | Buy | 1,500,413 | 8.32 |
| Q3 2024 | ||||
| ☰ | PCOR - Procore Technologies Inc. | Add 493.25% | 1,195,675 | 9.32 |
| ☰ | NCNO - Ncino Inc | Add 115.86% | 1,424,349 | 5.68 |
| ☰ | SE - Sea Ltd | Add 11.12% | 94,382 | 1.12 |
| Q2 2024 | ||||
| ☰ | BLND - Blend Labs Inc | Add 58.74% | 2,485,283 | 0.85 |
| ☰ | NCNO - Ncino Inc | Buy | 1,229,338 | 5.58 |
| ☰ | PCOR - Procore Technologies Inc. | Buy | 242,407 | 2.32 |
| Q1 2024 | ||||
| ☰ | BLND - Blend Labs Inc | Add 5.75% | 230,092 | 0.10 |
| ☰ | FOUR - Shift4 Payments Inc. CL A | Buy | 1,596,421 | 13.55 |
| ☰ | MNDY - monday.com Ltd. | Buy | 435,896 | 12.64 |
| Q4 2023 | ||||
| ☰ | SE - Sea Ltd | Add 4.83% | 124,732 | 0.83 |
| Q3 2023 | ||||
| ☰ | SE - Sea Ltd | Add 40.38% | 742,293 | 5.46 |
| Q2 2023 | ||||
| ☰ | BLND - Blend Labs Inc | Add 8.23% | 855,281 | 0.11 |
| ☰ | HLT - Hilton Worldwide Holdings | Add 8.15% | 54,108 | 1.07 |
| ☰ | CPNG - Coupang Inc. | Add 5.43% | 488,455 | 1.16 |
| Q1 2023 | ||||
| ☰ | CPNG - Coupang Inc. | Add 42.06% | 2,661,976 | 5.61 |
| ☰ | INTU - Intuit Inc. | Add 6.66% | 13,012 | 0.76 |
| ☰ | HLT - Hilton Worldwide Holdings | Add 6.59% | 41,033 | 0.76 |
| ☰ | PPLI - People Inc. | Add 5.90% | 238,046 | 1.62 |
| ☰ | BLND - Blend Labs Inc | Add 4.61% | 457,899 | 0.06 |
| Q4 2022 | ||||
| ☰ | SNOW - Snowflake Inc. | Add 17.22% | 47,323 | 1.08 |
| ☰ | PPLI - People Inc. | Add 15.16% | 530,676 | 3.74 |
| ☰ | SE - Sea Ltd | Add 13.32% | 321,247 | 2.66 |
| ☰ | BLND - Blend Labs Inc | Add 5.99% | 561,487 | 0.13 |
| ☰ | CPNG - Coupang Inc. | Add 2.31% | 142,800 | 0.33 |
| Q3 2022 | ||||
| ☰ | HLT - Hilton Worldwide Holdings | Add 114.34% | 621,797 | 10.41 |
| ☰ | SE - Sea Ltd | Add 23.83% | 464,186 | 3.61 |
| ☰ | PPLI - People Inc. | Add 14.09% | 432,444 | 3.32 |
| ☰ | SNOW - Snowflake Inc. | Add 9.90% | 24,759 | 0.58 |
| ☰ | BLND - Blend Labs Inc | Add 9.76% | 832,642 | 0.26 |
| ☰ | INTU - Intuit Inc. | Buy | 207,319 | 11.15 |
| Q2 2022 | ||||
| ☰ | BLND - Blend Labs Inc | Add 13.48% | 1,013,929 | 0.42 |
| ☰ | SE - Sea Ltd | Add 2.80% | 53,059 | 0.63 |
| ☰ | HLT - Hilton Worldwide Holdings | Buy | 543,825 | 10.73 |
| ☰ | SNOW - Snowflake Inc. | Buy | 250,000 | 6.16 |
| Q1 2022 | ||||
| ☰ | SE - Sea Ltd | Add 103.79% | 964,890 | 15.90 |
| ☰ | CPNG - Coupang Inc. | Buy | 7,040,110 | 17.12 |
| ☰ | BLND - Blend Labs Inc | Buy | 7,520,104 | 5.90 |
| Q4 2021 | ||||
| ☰ | PPLI - People Inc. | Add 28.93% | 840,902 | 13.55 |
| ☰ | ANGI - Angi Inc. | Add 8.92% | 368,700 | 0.42 |
| ☰ | SE - Sea Ltd | Add 0.41% | 3,750 | 0.10 |
| Q3 2021 | ||||
| ☰ | PPLI - People Inc. | Add 53.26% | 1,010,157 | 13.73 |
| ☰ | VMEO - Vimeo Inc | Add 8.49% | 230,999 | 0.71 |
| ☰ | ANGI - Angi Inc. | Add 2.84% | 114,000 | 0.15 |
| Q2 2021 | ||||
| ☰ | ANGI - Angi Inc. | Add 17.07% | 586,000 | 0.75 |
| ☰ | XYZ - Block Inc. | Add 16.34% | 93,500 | 2.16 |
| ☰ | SE - Sea Ltd | Add 16.12% | 176,000 | 4.59 |
| ☰ | PPLI - People Inc. | Buy | 1,896,715 | 27.78 |
| ☰ | VMEO - Vimeo Inc | Buy | 2,721,086 | 12.67 |
| Q1 2021 | ||||
| ☰ | ANGI - Angi Inc. | Add 17.04% | 499,857 | 1.28 |
| ☰ | XYZ - Block Inc. | Add 14.99% | 74,600 | 3.33 |
| Q4 2020 | ||||
| ☰ | ANGI - Angi Inc. | Add 8.12% | 220,183 | 0.57 |
| ☰ | SE - Sea Ltd | Add 4.50% | 54,154 | 2.10 |
| Q3 2020 | ||||
| ☰ | SE - Sea Ltd | Add 14.54% | 152,738 | 5.98 |
| ☰ | MTCH - Match Group Inc. | Buy | 779,110 | 21.92 |
| Q2 2020 | ||||
| ☰ | HNIB - Iac Interactivecorp | Add 9.39% | 35,291 | 2.56 |
| ☰ | XYZ - Block Inc. | Buy | 815,152 | 19.16 |
| Q1 2020 | ||||
| ☰ | HNIB - Iac Interactivecorp | Add 220.16% | 258,329 | 16.38 |
| ☰ | JD - JD.com Inc. | Add 37.04% | 242,184 | 3.47 |
| ☰ | ANGI - Angi Inc. | Add 34.42% | 1,567,967 | 2.91 |
| ☰ | SE - Sea Ltd | Add 15.95% | 395,448 | 6.20 |
| Q4 2019 | ||||
| ☰ | SE - Sea Ltd | Add 74.18% | 1,055,954 | 17.02 |
| ☰ | HNIB - Iac Interactivecorp | Add 13.03% | 13,524 | 1.35 |
| ☰ | ANGI - Angi Inc. | Add 9.10% | 379,832 | 1.29 |
| ☰ | JD - JD.com Inc. | Add 8.91% | 53,500 | 0.76 |
| ☰ | CVNA - Carvana Co. | Add 5.91% | 178,900 | 1.32 |
| Q3 2019 | ||||
| ☰ | ANGI - Angi Inc. | Add 232.85% | 2,920,978 | 13.52 |
| ☰ | SE - Sea Ltd | Add 8.05% | 106,051 | 2.14 |
| ☰ | JD - JD.com Inc. | Add 7.27% | 40,700 | 0.75 |
| Q2 2019 | ||||
| ☰ | SE - Sea Ltd | Add 6.90% | 85,000 | 1.65 |
| ☰ | ANGI - Angi Inc. | Buy | 1,254,426 | 9.56 |
| Q1 2019 | ||||
| ☰ | CVNA - Carvana Co. | Add 25.96% | 903,225 | 6.60 |
| ☰ | SE - Sea Ltd | Buy | 1,232,375 | 18.23 |