Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q2 2024)

According to the SEC 13F filed on Aug 14, 2024, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:

New Buys - nCino, Inc., Procore Technologies, Inc.

Increases - Blend Labs, Inc.

Reductions - Coupang, Inc., Shift4 Payments, Inc., Hilton Worldwide Holdings Inc., IAC Inc., Intuit Inc., and 2 more

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 2024	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+2,485,283	+58.7%	$15.85M	6,716,144
Q2 2024	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-1,725,574	-35.0%	$67.26M	3,210,459
Q2 2024	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell	-193,988	-12.2%	$102.87M	1,402,433
Q2 2024	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-112,288	-19.7%	$100.03M	458,421
Q2 2024	IAC IAC Inc.	IAC Inc.	Sell	-741,531	-24.0%	$109.88M	2,345,335
Q2 2024	INTU Intuit Inc.	Intuit Inc.	Sell	-5,992	-4.6%	$82.27M	125,177
Q2 2024	MNDY Monday.com	Monday.com	Sell	-21,278	-4.9%	$99.82M	414,618
Q2 2024	NCNO nCino, Inc.	nCino, Inc.	Buy - Position Entry	+1,229,338	-	$38.66M	1,229,338
Q2 2024	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Buy - Position Entry	+242,407	-	$16.07M	242,407
Q2 2024	SE Sea Limited	Sea Limited	Sell	-1,041,510	-55.1%	$60.62M	848,797