Dennis Hong – ShawSpring Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2025, the filing reported:
New Buys – Okta, Inc. (OKTA)
Increases – Vertex, Inc. (VERX), CoStar Group, Inc. (CSGP), Braze, Inc. (BRZE), Procore Technologies, Inc. (PCOR)
Reductions – Intuit Inc. (INTU), Monday.com (MNDY), Shift4 Payments, Inc. (FOUR), nCino, Inc. (NCNO)
Complete Exits – Hilton Worldwide Holdings Inc. (HLT)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
ShawSpring Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2024Mar 31, 2024 | SE Sea Limited | Sell | -815,007-30.1% |
Q1 2024Mar 31, 2024 | CPNG Coupang, Inc. | Sell | -1,375,159-21.8% |
Q4 2023Dec 31, 2023 | SE Sea Limited | Buy | +124,732+4.8% |
Q4 2023Dec 31, 2023 | INTU Intuit Inc. | Sell | -4,426-2.9% |
Q4 2023Dec 31, 2023 | HLT Hilton Worldwide Holdings Inc. | Sell | -16,844-2.8% |
Q4 2023Dec 31, 2023 | IAC IAC Inc. | Sell | -91,992-2.5% |
Q4 2023Dec 31, 2023 | BLND Blend Labs, Inc. | Sell | -720,385-15.3% |
Q4 2023Dec 31, 2023 | CPNG Coupang, Inc. | Sell | -956,439-13.2% |
Q3 2023Sep 30, 2023 | SE Sea Limited | Buy | +742,293+40.4% |
Q3 2023Sep 30, 2023 | INTU Intuit Inc. | Sell | -32,783-17.7% |
Q3 2023Sep 30, 2023 | HLT Hilton Worldwide Holdings Inc. | Sell | -112,755-15.7% |
Q3 2023Sep 30, 2023 | IAC IAC Inc. | Sell | -502,802-12.0% |
Q3 2023Sep 30, 2023 | CPNG Coupang, Inc. | Sell | -2,211,072-23.3% |
Q3 2023Sep 30, 2023 | BLND Blend Labs, Inc. | Sell | -6,520,188-58.0% |
Q2 2023Jun 30, 2023 | BLND Blend Labs, Inc. | Buy | +855,281+8.2% |
Q2 2023Jun 30, 2023 | CPNG Coupang, Inc. | Buy | +488,455+5.4% |
Q2 2023Jun 30, 2023 | HLT Hilton Worldwide Holdings Inc. | Buy | +54,108+8.2% |
Q2 2023Jun 30, 2023 | SE Sea Limited | Sell | -4,779-0.3% |
Q2 2023Jun 30, 2023 | INTU Intuit Inc. | Sell | -23,607-11.3% |
Q2 2023Jun 30, 2023 | IAC IAC Inc. | Sell | -88,396-2.1% |
Q2 2023Jun 30, 2023 | SNOW Snowflake Inc. | Sell - Position Exit | -249,626-100.0% |
Q1 2023Mar 31, 2023 | CPNG Coupang, Inc. | Buy | +2,661,976+42.1% |
Q1 2023Mar 31, 2023 | BLND Blend Labs, Inc. | Buy | +457,899+4.6% |
Q1 2023Mar 31, 2023 | IAC IAC Inc. | Buy | +238,046+5.9% |
Q1 2023Mar 31, 2023 | HLT Hilton Worldwide Holdings Inc. | Buy | +41,033+6.6% |
Q1 2023Mar 31, 2023 | INTU Intuit Inc. | Buy | +13,012+6.7% |
Q1 2023Mar 31, 2023 | SNOW Snowflake Inc. | Sell | -72,456-22.5% |
Q1 2023Mar 31, 2023 | SE Sea Limited | Sell | -889,977-32.6% |
Q4 2022Dec 31, 2022 | BLND Blend Labs, Inc. | Buy | +561,487+6.0% |
Q4 2022Dec 31, 2022 | IAC IAC Inc. | Buy | +530,676+15.2% |