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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | SE Sea Limited | Buy | +321,247+13.3% |
Q4 2022Dec 31, 2022 | CPNG Coupang, Inc. | Buy | +142,800+2.3% |
Q4 2022Dec 31, 2022 | SNOW Snowflake Inc. | Buy | +47,323+17.2% |
Q4 2022Dec 31, 2022 | INTU Intuit Inc. | Sell | -11,938-5.8% |
Q4 2022Dec 31, 2022 | HLT Hilton Worldwide Holdings Inc. | Sell | -542,942-46.6% |
Q3 2022Sep 30, 2022 | BLND Blend Labs, Inc. | Buy | +832,642+9.8% |
Q3 2022Sep 30, 2022 | HLT Hilton Worldwide Holdings Inc. | Buy | +621,797+114.3% |
Q3 2022Sep 30, 2022 | SE Sea Limited | Buy | +464,186+23.8% |
Q3 2022Sep 30, 2022 | IAC IAC Inc. | Buy | +432,444+14.1% |
Q3 2022Sep 30, 2022 | INTU Intuit Inc. | Buy - Position Entry | +207,319 |
Q3 2022Sep 30, 2022 | SNOW Snowflake Inc. | Buy | +24,759+9.9% |
Q3 2022Sep 30, 2022 | CPNG Coupang, Inc. | Sell | -555,592-8.2% |
Q2 2022Jun 30, 2022 | BLND Blend Labs, Inc. | Buy | +1,013,929+13.5% |
Q2 2022Jun 30, 2022 | HLT Hilton Worldwide Holdings Inc. | Buy - Position Entry | +543,825 |
Q2 2022Jun 30, 2022 | SNOW Snowflake Inc. | Buy - Position Entry | +250,000 |
Q2 2022Jun 30, 2022 | SE Sea Limited | Buy | +53,059+2.8% |
Q2 2022Jun 30, 2022 | IAC IAC Inc. | Sell | -247,598-7.5% |
Q2 2022Jun 30, 2022 | CPNG Coupang, Inc. | Sell | -299,046-4.2% |
Q1 2022Mar 31, 2022 | BLND Blend Labs, Inc. | Buy - Position Entry | +7,520,104 |
Q1 2022Mar 31, 2022 | CPNG Coupang, Inc. | Buy - Position Entry | +7,040,110 |
Q1 2022Mar 31, 2022 | SE Sea Limited | Buy | +964,890+103.8% |
Q1 2022Mar 31, 2022 | IAC IAC Inc. | Sell | -431,547-11.5% |
Q1 2022Mar 31, 2022 | SQ Block, Inc. | Sell - Position Exit | -443,240-100.0% |
Q1 2022Mar 31, 2022 | ANGI Angi Inc. | Sell - Position Exit | -4,501,823-100.0% |
Q4 2021Dec 31, 2021 | IAC IAC Inc. | Buy | +840,902+28.9% |
Q4 2021Dec 31, 2021 | ANGI Angi Inc. | Buy | +368,700+8.9% |
Q4 2021Dec 31, 2021 | SE Sea Limited | Buy | +3,750+0.4% |
Q4 2021Dec 31, 2021 | SQ Block, Inc. | Sell | -167,100-27.4% |
Q4 2021Dec 31, 2021 | VMEO Vimeo, Inc. | Sell - Position Exit | -2,952,085-100.0% |
Q3 2021Sep 30, 2021 | IAC IAC Inc. | Buy | +1,010,157+53.3% |