Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q3 2023)

According to the SEC 13F filed on Nov 13, 2023, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2023, the filing reported:

New Buys - None reported

Increases - Sea Limited

Reductions - Blend Labs, Inc., Coupang, Inc., Hilton Worldwide Holdings Inc., IAC Inc., Intuit 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2023	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell	-6,520,188	-58.0%	$6.47M	4,721,154
Q3 2023	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-2,211,072	-23.3%	$123.55M	7,267,631
Q3 2023	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-112,755	-15.7%	$90.87M	605,066
Q3 2023	IAC IAC Inc.	IAC Inc.	Sell	-502,802	-12.0%	$185.36M	3,678,597
Q3 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-32,783	-17.7%	$77.66M	152,003
Q3 2023	SE Sea Limited	Sea Limited	Buy	+742,293	+40.4%	$113.42M	2,580,582