Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2019)

According to the SEC 13F filed on May 14, 2026, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2019. 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 Q4 2019, the filing reported:

New Buys - None reported

Increases - Angi Inc., Carvana Co., JD.com, Inc., Sea Limited

Reductions - None reported

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
Q4 2019	ANGI Angi Inc.	Angi Inc.	Buy	+379,832	+9.1%	$38.58K	4,555,236
Q4 2019	CVNA Carvana Co.	Carvana Co.	Buy	+35,780	+5.9%	$58.98K	640,785
Q4 2019	JD JD.com, Inc.	JD.com, Inc.	Buy	+53,500	+8.9%	$23.04K	653,883
Q4 2019	SE Sea Limited	Sea Limited	Buy	+1,055,954	+74.2%	$99.72K	2,479,380