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

According to the SEC 13F filed on Aug 14, 2023, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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	-