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

According to the SEC 13F filed on Feb 13, 2023, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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