Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 16, 2022, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:
New Buys - Blend Labs, Inc., Coupang, Inc.
Increases - Sea Limited
Reductions - IAC Inc.
Complete Exits - Angi Inc., Block, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2022
|
ANGI
Angi Inc.
|
Sell - Position Exit |
-4,501,823
|
|
Q1 2022
|
BLND
Blend Labs, Inc.
|
Buy - Position Entry |
+7,520,104
|
|
Q1 2022
|
CPNG
Coupang, Inc.
|
Buy - Position Entry |
+7,040,110
|
|
Q1 2022
|
IAC
IAC Inc.
|
Sell |
-431,547
|
|
Q1 2022
|
SE
Sea Limited
|
Buy |
+964,890
|
|
Q1 2022
|
SQ
Block, Inc.
|
Sell - Position Exit |
-443,240
|