Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 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
|