StockFOUR - Shift4 Payments Inc. CL A
% de la cartera14.77
Actividad recienteReduce 5.89%
Comparte1,319,879
Precio$88.60
Valor$116,941,000
Precio Actual$104.48
Precio reportado17.92%
52 Week Low$55.87
52 Week High$116.84
Menú
Dennis Hong - ShawSpring Partners
Dennis Hong - ShawSpring PartnersFecha: 30 Jun 2026Inversiones: 11Valor: $232,082,000
Inversiones actuales
StockMNDY - monday.com Ltd.
% de la cartera12.30
Actividad recienteReduce 15.46%
Comparte350,530
Precio$277.77
Valor$97,367,000
Precio Actual$218.55
Precio reportado-21.32%
52 Week Low$174.75
52 Week High$324.99
StockSE - Sea Ltd
% de la cartera11.23
Actividad recienteAdd 11.12%
Comparte943,179
Precio$94.28
Valor$88,923,000
Precio Actual$108.25
Precio reportado14.82%
52 Week Low$34.35
52 Week High$119.47
StockPCOR - Procore Technologies Inc.
% de la cartera11.21
Actividad recienteAdd 493.25%
Comparte1,438,082
Precio$61.72
Valor$88,758,000
Precio Actual$74.89
Precio reportado21.34%
52 Week Low$49.46
52 Week High$86.67
StockIAC - IAC Inc.
% de la cartera10.74
Actividad recienteReduce 32.64%
Comparte1,579,928
Precio$53.82
Valor$85,032,000
Precio Actual$41.21
Precio reportado-23.43%
52 Week Low$40.75
52 Week High$58.29
StockNCNO - nCino Inc.
% de la cartera10.59
Actividad recienteAdd 115.86%
Comparte2,653,687
Precio$31.59
Valor$83,830,000
Precio Actual$32.56
Precio reportado3.07%
52 Week Low$28.09
52 Week High$43.20
StockCPNG - Coupang Inc.
% de la cartera9.19
Actividad recienteReduce 7.70%
Comparte2,963,346
Precio$24.55
Valor$72,750,000
Precio Actual$21.34
Precio reportado-13.08%
52 Week Low$13.51
52 Week High$26.91
StockHLT - Hilton Worldwide Holdings
% de la cartera8.43
Actividad recienteReduce 36.87%
Comparte289,420
Precio$230.50
Valor$66,711,000
Precio Actual$240.73
Precio reportado4.44%
52 Week Low$180.12
52 Week High$259.01
StockINTU - Intuit Inc.
% de la cartera8.39
Actividad recienteReduce 14.56%
Comparte106,952
Precio$621.00
Valor$66,417,000
Precio Actual$623.59
Precio reportado0.42%
52 Week Low$554.66
52 Week High$713.59
StockBLND - Blend Labs Inc.
% de la cartera3.14
Actividad recienteReduce 1.28%
Comparte6,629,990
Precio$3.75
Valor$24,862,000
Precio Actual$3.35
Precio reportado-10.67%
52 Week Low$2.08
52 Week High$5.53
StockCSGP - CoStar Group Inc.
% de la cartera8.63
Actividad recienteBuy
Comparte909,803
Precio$71.59
Valor$65,133,000
Precio Actual$74.06
Precio reportado3.45%
52 Week Low$68.26
52 Week High$100.38
StockBRZE - Braze Inc A
% de la cartera8.32
Actividad recienteBuy
Comparte1,500,413
Precio$41.88
Valor$62,837,000
Precio Actual$41.51
Precio reportado-0.88%
52 Week Low$29.18
52 Week High$59.98
StockVERX - Vertex Inc.
% de la cartera2.36
Actividad recienteBuy
Comparte490,162
Precio$35.01
Valor$17,161,000
Precio Actual$38.16
Precio reportado9.00%
52 Week Low$30.26
52 Week High$60.71
StockOKTA - Okta Inc.
% de la cartera12.04
Actividad recienteBuy
Comparte954,293
Precio$99.97
Valor$95,401,000
Precio Actual$88.61
Precio reportado-11.36%
52 Week Low$70.56
52 Week High$127.57
StockFWONK - Liberty Media Corp Formula One Series C
% de la cartera3.38
Actividad recienteBuy
Comparte217,523
Precio$104.45
Valor$22,720,000
Precio Actual$98.81
Precio reportado-5.40%
52 Week Low$75.26
52 Week High$109.36
StockBABA - Alibaba Group Holdings
% de la cartera10.44
Actividad recienteBuy
Comparte378,155
Precio$146.58
Valor$55,430,000
Precio Actual$155.73
Precio reportado6.24%
52 Week Low$94.15
52 Week High$192.67
StockAMZN - Amazon.com Inc.
% de la cartera5.15
Actividad recienteBuy
Comparte118,438
Precio$230.82
Valor$27,338,000
Precio Actual$198.79
Precio reportado-13.88%
52 Week Low$161.38
52 Week High$258.60
StockZS - Zscaler Inc.
% de la cartera10.51
Actividad recienteBuy
Comparte200,416
Precio$140.29
Valor$28,116,000
Precio Actual$153.70
Precio reportado9.56%
52 Week Low$114.63
52 Week High$336.99
StockGDS - GDS Holdings Ltd
% de la cartera3.34
Actividad recienteBuy
Comparte221,782
Precio$40.29
Valor$8,936,000
Precio Actual$44.75
Precio reportado11.07%
52 Week Low$22.53
52 Week High$48.61
StockCEG - Constellation Energy Corp.
% de la cartera2.42
Actividad recienteBuy
Comparte23,167
Precio$279.23
Valor$6,469,000
Precio Actual$275.26
Precio reportado-1.42%
52 Week Low$242.97
52 Week High$411.68
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
FOUR - Shift4 Payments Inc. CL A
14.77
Reduce 5.89%
1,319,879
$88.60
$116,941,000
$104.48
17.92%
$55.87
$116.84
MNDY - monday.com Ltd.
12.30
Reduce 15.46%
350,530
$277.77
$97,367,000
$218.55
-21.32%
$174.75
$324.99
SE - Sea Ltd
11.23
Add 11.12%
943,179
$94.28
$88,923,000
$108.25
14.82%
$34.35
$119.47
PCOR - Procore Technologies Inc.
11.21
Add 493.25%
1,438,082
$61.72
$88,758,000
$74.89
21.34%
$49.46
$86.67
IAC - IAC Inc.
10.74
Reduce 32.64%
1,579,928
$53.82
$85,032,000
$41.21
-23.43%
$40.75
$58.29
NCNO - nCino Inc.
10.59
Add 115.86%
2,653,687
$31.59
$83,830,000
$32.56
3.07%
$28.09
$43.20
CPNG - Coupang Inc.
9.19
Reduce 7.70%
2,963,346
$24.55
$72,750,000
$21.34
-13.08%
$13.51
$26.91
HLT - Hilton Worldwide Holdings
8.43
Reduce 36.87%
289,420
$230.50
$66,711,000
$240.73
4.44%
$180.12
$259.01
INTU - Intuit Inc.
8.39
Reduce 14.56%
106,952
$621.00
$66,417,000
$623.59
0.42%
$554.66
$713.59
BLND - Blend Labs Inc.
3.14
Reduce 1.28%
6,629,990
$3.75
$24,862,000
$3.35
-10.67%
$2.08
$5.53
CSGP - CoStar Group Inc.
8.63
Buy
909,803
$71.59
$65,133,000
$74.06
3.45%
$68.26
$100.38
BRZE - Braze Inc A
8.32
Buy
1,500,413
$41.88
$62,837,000
$41.51
-0.88%
$29.18
$59.98
VERX - Vertex Inc.
2.36
Buy
490,162
$35.01
$17,161,000
$38.16
9.00%
$30.26
$60.71
OKTA - Okta Inc.
12.04
Buy
954,293
$99.97
$95,401,000
$88.61
-11.36%
$70.56
$127.57
FWONK - Liberty Media Corp Formula One Series C
3.38
Buy
217,523
$104.45
$22,720,000
$98.81
-5.40%
$75.26
$109.36
BABA - Alibaba Group Holdings
10.44
Buy
378,155
$146.58
$55,430,000
$155.73
6.24%
$94.15
$192.67
AMZN - Amazon.com Inc.
5.15
Buy
118,438
$230.82
$27,338,000
$198.79
-13.88%
$161.38
$258.60
ZS - Zscaler Inc.
10.51
Buy
200,416
$140.29
$28,116,000
$153.70
9.56%
$114.63
$336.99
GDS - GDS Holdings Ltd
3.34
Buy
221,782
$40.29
$8,936,000
$44.75
11.07%
$22.53
$48.61
CEG - Constellation Energy Corp.
2.42
Buy
23,167
$279.23
$6,469,000
$275.26
-1.42%
$242.97
$411.68