Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2020)

According to the SEC 13F filed on May 14, 2026, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. 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 Q1 2020, the filing reported:

New Buys - None reported

Increases - Angi Inc., JD.com, Inc., Sea Limited

Reductions - Carvana Co.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	ANGI Angi Inc.	Angi Inc.	Buy	+1,567,967	+34.4%	$32.15K	6,123,203
Q1 2020	CVNA Carvana Co.	Carvana Co.	Sell	-286,164	-44.7%	$19.54K	354,621
Q1 2020	JD JD.com, Inc.	JD.com, Inc.	Buy	+242,184	+37.0%	$36.29K	896,067
Q1 2020	SE Sea Limited	Sea Limited	Buy	+395,448	+15.9%	$127.38K	2,874,828