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Dennis Hong
QualityShawSpring Partners
Long-term investor in high-quality businesses with durable competitive advantages.
Portfolio Value
$531.1M
Holdings
11
Top 10 Concentration
94.9%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 13, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | OKTA INC CUSIP: 679295105 | $76.4M | 883,441 | 14.4% | -10.8% |
| 2 | SHIFT4 PMTS INC CUSIP: 82452J109 | $72.3M | 1,148,861 | 13.6% | -8.2% |
| 3 | COSTAR GROUP INC CUSIP: 22160N109 | $64.4M | 957,557 | 12.1% | +6.9% |
| 4 | ALIBABA GROUP HLDG LTD NEWCUSIP: 01609W102 | $55.4M | 378,155 | 10.4% | NEW |
| 5 | BRAZE INC CUSIP: 10576N102 | $50.5M | 1,473,005 | 9.5% | -20.3% |
| 6 | PROCORE TECHNOLOGIES INC CUSIP: 74275K108 | $49.6M | 681,536 | 9.3% | -36.8% |
| 7 | MONDAY COM LTD CUSIP: M7S64H106 | $37.5M | 253,959 | 7.1% | -32.1% |
| 8 | LIBERTY MEDIA CORP DEL CUSIP: 531229755 | $36.6M | 371,829 | 6.9% | +70.9% |
| 9 | INTUIT CUSIP: 461202103 | $33.6M | 50,721 | 6.3% | -55.7% |
| 10 | BLEND LABS INC CUSIP: 09352U108 | $27.4M | 9,024,099 | 5.2% | -8.3% |
| 11 | AMAZON COM INC NEWCUSIP: 023135106 | $27.3M | 118,438 | 5.1% | NEW |