Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 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 Q2 2022, the filing reported:
New Buys - Hilton Worldwide Holdings Inc., Snowflake Inc.
Increases - Blend Labs, Inc., Sea Limited
Reductions - Coupang, Inc., IAC 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
BLND
Blend Labs, Inc.
|
Buy |
+1,013,929
|
|
Q2 2022
|
CPNG
Coupang, Inc.
|
Sell |
-299,046
|
|
Q2 2022
|
HLT
Hilton Worldwide Holdings Inc.
|
Buy - Position Entry |
+543,825
|
|
Q2 2022
|
IAC
IAC Inc.
|
Sell |
-247,598
|
|
Q2 2022
|
SE
Sea Limited
|
Buy |
+53,059
|
|
Q2 2022
|
SNOW
Snowflake Inc.
|
Buy - Position Entry |
+250,000
|