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Dennis Hong

ShawSpring Partners

ShawSpring Partners Portfolio 13F

Dennis Hong Holdings Activity

Portfolio value:
$1.05B≈ (+$250M≈)
Previous value:
$802.14M≈
# of changes:
6
New positions:
1
Reported for:
30 Jun 2021 (Q2)
Latest filing date:
13 Aug 2021
ShawSpring Partners has disclosed a total of 6 changes to the portfolio in the (2021 Q2) SEC report(s): increased the number of shares of 3, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks did Dennis Hong buy in 2021 Q2?

During 2021 Q2 Dennis Hong has purchased 4 securities: (SE) Sea Ltd (added shares +16.12%), (XYZ) Block, Inc (added shares +16.34%), (VMEO) Vimeo Inc (new buy) and (ANGI) ANGI Homeservices Inc (added shares +17.07%).

What did Dennis Hong invest in during 2021 Q2?

Dennis Hong's top 5 holdings (by % of portfolio) were (SE) Sea Ltd (33.07%), (PPLI) IAC/INTERACTIVECORP (27.78%), (XYZ) Block, Inc (15.41%), (VMEO) Vimeo Inc (12.67%) and (MTCH) Match Group Inc (5.90%).
In the 2021 Q2 report(s) the following changes have been made to the top investments: (SE) Sea Ltd (added shares +16.12%), (PPLI) IAC/INTERACTIVECORP (reduced shares -7.09%), (XYZ) Block, Inc (added shares +16.34%), (VMEO) Vimeo Inc (new buy) and (MTCH) Match Group Inc (reduced shares -41.24%).
6 results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*
Vimeo Inc VMEO
Vimeo Inc
new
+2,721,086
2,721,086
+12.67%
$49.00
12.67%
2021 Q2
≈ 0.25 years
ANGI Homeservices Inc ANGI
ANGI Homeservices Inc
+17.07%
+58,600
401,912.3
+0.75%
$135.20
-95.48%($6.12)
5.16%
2019 Q2
≈ 2.25 years
Block, Inc XYZ
Block, Inc
+16.34%
+93,500
665,840
+2.16%
$243.63
-65.35%($84.43)
15.41%
2020 Q2
≈ 1.25 years
Sea Ltd SE
Sea Ltd
+16.12%
+176,000
1,267,927
+4.59%
$274.54
-59.19%($112.05)
33.07%
2019 Q1
≈ 2.50 years
IAC/INTERACTIVECORP PPLI
IAC/INTERACTIVECORP
-7.09%
-176,482.96
2,312,095.59
-2.78%
$126.47
-63.55%($46.10)
27.78%
2018 Q4
≈ 2.75 years
Match Group Inc MTCH
Match Group Inc
-41.24%
-270,148
384,962
-5.43%
$161.25
-74.53%($41.07)
5.90%
2020 Q3
≈ 1.00 year
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.