Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2023)

According to the SEC 13F filed on May 12, 2023, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Blend Labs, Inc., Coupang, Inc., Hilton Worldwide Holdings Inc., IAC Inc., Intuit Inc.

Reductions - Sea Limited, Snowflake Inc.

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 2023	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+457,899	+4.6%	$10.35M	10,386,061
Q1 2023	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+2,661,976	+42.1%	$143.84M	8,990,248
Q1 2023	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+41,033	+6.6%	$93.50M	663,713
Q1 2023	IAC IAC Inc.	IAC Inc.	Buy	+238,046	+5.9%	$220.32M	4,269,795
Q1 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+13,012	+6.7%	$92.91M	208,393
Q1 2023	SE Sea Limited	Sea Limited	Sell	-889,977	-32.6%	$159.52M	1,843,068
Q1 2023	SNOW Snowflake Inc.	Snowflake Inc.	Sell	-72,456	-22.5%	$38.51M	249,626