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

According to the SEC 13F filed on Feb 13, 2024, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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