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

As of Dec 31, 2024, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2025. 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