Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 13, 2025, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2024, the filing reported:

New Buys - Braze, Inc., CoStar Group, Inc.

Increases - Blend Labs, Inc., Hilton Worldwide Holdings Inc., Monday.com

Reductions - Shift4 Payments, Inc., IAC Inc., Intuit Inc., nCino, Inc., Procore Technologies, Inc., and 1 more

Complete Exits - Coupang, Inc.

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 2024	BLND Blend Labs, Inc.	Blend Labs, Inc.	Buy	+449,175	+6.8%	$29.80M	7,079,165
Q4 2024	BRZE Braze, Inc.	Braze, Inc.	Buy - Position Entry	+1,500,413	-	$62.84M	1,500,413
Q4 2024	CPNG Coupang, Inc.	Coupang, Inc.	Sell - Position Exit	-2,963,346	-100.0%	$0.00	-
Q4 2024	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+909,803	-	$65.13M	909,803
Q4 2024	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell	-350,131	-26.5%	$100.64M	969,748
Q4 2024	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+25,017	+8.6%	$77.72M	314,437
Q4 2024	IAC IAC Inc.	IAC Inc.	Sell	-89,847	-5.7%	$64.28M	1,490,081
Q4 2024	INTU Intuit Inc.	Intuit Inc.	Sell	-21,224	-19.8%	$53.88M	85,728
Q4 2024	MNDY Monday.com	Monday.com	Buy	+28,182	+8.0%	$89.16M	378,712
Q4 2024	NCNO nCino, Inc.	nCino, Inc.	Sell	-24,831	-0.9%	$88.28M	2,628,856
Q4 2024	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Sell	-240,883	-16.8%	$89.71M	1,197,199
Q4 2024	SE Sea Limited	Sea Limited	Sell	-627,641	-66.5%	$33.48M	315,538