Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2022)

As of Dec 31, 2022, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 Q4 2022, the filing reported:

New Buys - None reported

Increases - Blend Labs, Inc., Coupang, Inc., IAC Inc., Sea Limited, Snowflake Inc.

Reductions - Hilton Worldwide Holdings 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
Q4 2022	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+561,487	+6.0%	$14.30M	9,928,162
Q4 2022	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+142,800	+2.3%	$93.09M	6,328,272
Q4 2022	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-542,942	-46.6%	$78.68M	622,680
Q4 2022	IAC IAC Inc.	IAC Inc.	Buy	+530,676	+15.2%	$179.01M	4,031,749
Q4 2022	INTU Intuit Inc.	Intuit Inc.	Sell	-11,938	-5.8%	$76.05M	195,381
Q4 2022	SE Sea Limited	Sea Limited	Buy	+321,247	+13.3%	$142.20M	2,733,045
Q4 2022	SNOW Snowflake Inc.	Snowflake Inc.	Buy	+47,323	+17.2%	$46.23M	322,082