Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 12, 2022, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|