Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2023)

As of Dec 31, 2023, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2024. 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 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
Q4 2023	BLND Blend Labs, Inc.	Blend Labs, Inc.	Sell	-720,385	-15.3%	$10.20M	4,000,769
Q4 2023	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-956,439	-13.2%	$102.18M	6,311,192
Q4 2023	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-16,844	-2.8%	$107.11M	588,222
Q4 2023	IAC IAC Inc.	IAC Inc.	Sell	-91,992	-2.5%	$187.87M	3,586,605
Q4 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-4,426	-2.9%	$92.24M	147,577
Q4 2023	SE Sea Limited	Sea Limited	Buy	+124,732	+4.8%	$109.57M	2,705,314