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

As of Mar 31, 2024, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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