Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q1 2024)

According to the SEC 13F filed on May 14, 2024, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:

New Buys - Shift4 Payments, Inc., Monday.com

Increases - Blend Labs, Inc.

Reductions - Coupang, Inc., Hilton Worldwide Holdings Inc., IAC Inc., Intuit Inc., Sea Limited

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 2024	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+230,092	+5.8%	$13.75M	4,230,861
Q1 2024	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-1,375,159	-21.8%	$87.81M	4,936,033
Q1 2024	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Buy - Position Entry	+1,596,421	-	$105.48M	1,596,421
Q1 2024	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-17,513	-3.0%	$121.74M	570,709
Q1 2024	IAC IAC Inc.	IAC Inc.	Sell	-499,739	-13.9%	$164.65M	3,086,866
Q1 2024	INTU Intuit Inc.	Intuit Inc.	Sell	-16,408	-11.1%	$85.26M	131,169
Q1 2024	MNDY Monday.com	Monday.com	Buy - Position Entry	+435,896	-	$98.46M	435,896
Q1 2024	SE Sea Limited	Sea Limited	Sell	-815,007	-30.1%	$101.53M	1,890,307