Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 13, 2021, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. 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 Q2 2021, the filing reported:

New Buys - IAC Inc., Vimeo, Inc.

Increases - Angi Inc., Sea Limited, Block, Inc.

Reductions - Match Group, 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
Q2 2021	ANGI Angi Inc.	Angi Inc.	Buy	+586,000	+17.1%	$54.34K	4,019,123
Q2 2021	IAC IAC Inc.	IAC Inc.	Buy - Position Entry	+1,896,715	-	$292.42K	1,896,715
Q2 2021	MTCH Match Group, Inc.	Match Group, Inc.	Sell	-270,148	-41.2%	$62.08K	384,962
Q2 2021	SE Sea Limited	Sea Limited	Buy	+176,000	+16.1%	$348.10K	1,267,927
Q2 2021	SQ Block, Inc.	Block, Inc.	Buy	+93,500	+16.3%	$162.22K	665,840
Q2 2021	VMEO Vimeo, Inc.	Vimeo, Inc.	Buy - Position Entry	+2,721,086	-	$133.33K	2,721,086