Manager activity
Dennis Hong
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings
New · 4
Add · 1
Reduce · 7
Exit · 3
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | SHIFT4 PMTS INC | -1,148,861 | Exit | -13.62 pp | 5/14/2026 |
| Reduce | COSTAR GROUP INC | -618,476 | -64.6% | -7.01 pp | 5/14/2026 |
| Exit | MONDAY COM LTD | -253,959 | Exit | -7.06 pp | 5/14/2026 |
| Reduce | PROCORE TECHNOLOGIES INC | -464,780 | -68.2% | -4.72 pp | 5/14/2026 |
| Reduce | OKTA INC | -318,405 | -36.0% | +2.24 pp | 5/14/2026 |
| New | ZSCALER INC | +200,416 | New | +10.51 pp | 5/14/2026 |
| Exit | BLEND LABS INC | -9,024,099 | Exit | -5.17 pp | 5/14/2026 |
| Reduce | BRAZE INC | -360,906 | -24.5% | +0.30 pp | 5/14/2026 |
| Reduce | LIBERTY MEDIA CORP DEL | -168,901 | -45.4% | -0.45 pp | 5/14/2026 |
| Reduce | ALIBABA GROUP HLDG LTD | -87,894 | -23.2% | +3.17 pp | 5/14/2026 |
| New | COUPANG INC | +906,291 | New | +6.39 pp | 5/14/2026 |
| Reduce | INTUIT | -9,782 | -19.3% | +0.29 pp | 5/14/2026 |
| Add | AMAZON COM INC | +68,061 | +57.5% | +9.37 pp | 5/14/2026 |
| New | GDS HLDGS LTD | +221,782 | New | +3.34 pp | 5/14/2026 |
| New | CONSTELLATION ENERGY CORP | +23,167 | New | +2.42 pp | 5/14/2026 |