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 |
|---|---|---|---|
Q3 2021Sep 30, 2021 | VMEO Vimeo, Inc. | Buy | +230,999+8.5% |
Q3 2021Sep 30, 2021 | ANGI Angi Inc. | Buy | +114,000+2.8% |
Q3 2021Sep 30, 2021 | SQ Block, Inc. | Sell | -55,500-8.3% |
Q3 2021Sep 30, 2021 | SE Sea Limited | Sell | -342,014-27.0% |
Q3 2021Sep 30, 2021 | MTCH Match Group, Inc. | Sell - Position Exit | -384,962-100.0% |
Q2 2021Jun 30, 2021 | VMEO Vimeo, Inc. | Buy - Position Entry | +2,721,086 |
Q2 2021Jun 30, 2021 | IAC IAC Inc. | Buy - Position Entry | +1,896,715 |
Q2 2021Jun 30, 2021 | ANGI Angi Inc. | Buy | +586,000+17.1% |
Q2 2021Jun 30, 2021 | SE Sea Limited | Buy | +176,000+16.1% |
Q2 2021Jun 30, 2021 | SQ Block, Inc. | Buy | +93,500+16.3% |
Q2 2021Jun 30, 2021 | MTCH Match Group, Inc. | Sell | -270,148-41.2% |
Q1 2021Mar 31, 2021 | ANGI Angi Inc. | Buy | +499,857+17.0% |
Q1 2021Mar 31, 2021 | SQ Block, Inc. | Buy | +74,600+15.0% |
Q1 2021Mar 31, 2021 | MTCH Match Group, Inc. | Sell | -119,446-15.4% |
Q1 2021Mar 31, 2021 | SE Sea Limited | Sell | -165,629-13.2% |
Q4 2020Dec 31, 2020 | ANGI Angi Inc. | Buy | +220,183+8.1% |
Q4 2020Dec 31, 2020 | SE Sea Limited | Buy | +54,154+4.5% |
Q4 2020Dec 31, 2020 | MTCH Match Group, Inc. | Sell | -4,554-0.6% |
Q4 2020Dec 31, 2020 | SQ Block, Inc. | Sell | -65,359-11.6% |
Q3 2020Sep 30, 2020 | MTCH Match Group, Inc. | Buy - Position Entry | +779,110 |
Q3 2020Sep 30, 2020 | SE Sea Limited | Buy | +152,738+14.5% |
Q3 2020Sep 30, 2020 | CVNA Carvana Co. | Sell - Position Exit | -227,057-100.0% |
Q3 2020Sep 30, 2020 | SQ Block, Inc. | Sell | -252,053-30.9% |
Q3 2020Sep 30, 2020 | ANGI Angi Inc. | Sell | -349,500-11.4% |
Q3 2020Sep 30, 2020 | JD JD.com, Inc. | Sell - Position Exit | -844,108-100.0% |
Q2 2020Jun 30, 2020 | SQ Block, Inc. | Buy - Position Entry | +815,152 |
Q2 2020Jun 30, 2020 | JD JD.com, Inc. | Sell | -51,959-5.8% |
Q2 2020Jun 30, 2020 | CVNA Carvana Co. | Sell | -127,564-36.0% |
Q2 2020Jun 30, 2020 | SE Sea Limited | Sell | -1,824,164-63.5% |
Q2 2020Jun 30, 2020 | ANGI Angi Inc. | Sell | -3,060,620-50.0% |