Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q2 2023)

As of Jun 30, 2023, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Blend Labs, Inc., Coupang, Inc., Hilton Worldwide Holdings Inc.

Reductions - IAC Inc., Intuit Inc., Sea Limited

Complete Exits - Snowflake Inc.

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 2023	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+855,281	+8.2%	$10.65M	11,241,342
Q2 2023	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+488,455	+5.4%	$164.93M	9,478,703
Q2 2023	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+54,108	+8.2%	$104.48M	717,821
Q2 2023	IAC IAC Inc.	IAC Inc.	Sell	-88,396	-2.1%	$262.59M	4,181,399
Q2 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-23,607	-11.3%	$84.67M	184,786
Q2 2023	SE Sea Limited	Sea Limited	Sell	-4,779	-0.3%	$106.69M	1,838,289
Q2 2023	SNOW Snowflake Inc.	Snowflake Inc.	Sell - Position Exit	-249,626	-100.0%	$0.00	-