Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Nov 12, 2021, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 Q3 2021, the filing reported:

New Buys - None reported

Increases - Angi Inc., IAC Inc., Vimeo, Inc.

Reductions - Sea Limited, Block, Inc.

Complete Exits - Match Group, 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
Q3 2021	ANGI Angi Inc.	Angi Inc.	Buy	+114,000	+2.8%	$51.00K	4,133,123
Q3 2021	IAC IAC Inc.	IAC Inc.	Buy	+1,010,157	+53.3%	$378.74K	2,906,872
Q3 2021	MTCH Match Group, Inc.	Match Group, Inc.	Sell - Position Exit	-384,962	-100.0%	$0.00	-
Q3 2021	SE Sea Limited	Sea Limited	Sell	-342,014	-27.0%	$295.76K	925,913
Q3 2021	SQ Block, Inc.	Block, Inc.	Sell	-55,500	-8.3%	$146.32K	610,340
Q3 2021	VMEO Vimeo, Inc.	Vimeo, Inc.	Buy	+230,999	+8.5%	$86.70K	2,952,085