Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $629.56M≈ (-$91M≈)
- Previous value:
- $720.48M≈
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 31 Dec 2022 (Q4)
- Latest filing date:
- 13 Feb 2023
ShawSpring Partners has disclosed a total of 7 changes to the portfolio in the (2022 Q4) SEC report(s): increased the number of shares of 5 and decreased the number of shares of 2 position(s).
What stocks did Dennis Hong buy in 2022 Q4?
In the 2022 Q4 report(s) the following changes have been made to the top investments: (PPLI) IAC/INTERACTIVECORP (added shares +15.16%), (SE) Sea Ltd (added shares +13.32%), (CPNG) Coupang LLC (added shares +2.31%), (HLT) Hilton Worldwide Holdings Inc (reduced shares -46.58%) and (INTU) Intuit Inc (reduced shares -5.76%).
7 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Snowflake Inc
|
+17.22%
|
+47,323
|
322,082
|
+1.08%
|
$143.54
|
+122.71%($319.68)
|
7.34%
|
2022 Q2
|
≈ 0.75 years
|
|
|
|
IAC/INTERACTIVECORP
|
+15.16%
|
+646,894.04
|
4,914,702.03
|
+3.74%
|
$36.42
|
+26.57%($46.10)
|
28.43%
|
2018 Q4
|
≈ 4.25 years
|
|
|
|
Sea Ltd
|
+13.32%
|
+321,247
|
2,733,045
|
+2.65%
|
$52.03
|
+115.36%($112.05)
|
22.59%
|
2019 Q1
|
≈ 4.00 years
|
|
|
|
Blend Labs Inc
|
+5.99%
|
+561,487
|
9,928,162
|
+0.13%
|
$1.44
|
+36.88%($1.97)
|
2.27%
|
2022 Q1
|
≈ 1.00 year
|
|
|
|
Coupang LLC
|
+2.31%
|
+142,800
|
6,328,272
|
+0.33%
|
$14.71
|
+12.78%($16.59)
|
14.79%
|
2022 Q1
|
≈ 1.00 year
|
|
|
|
Intuit Inc
|
-5.76%
|
-11,938
|
195,381
|
-0.64%
|
$389.22
|
-17.73%($320.21)
|
12.08%
|
2022 Q3
|
≈ 0.50 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-46.58%
|
-542,942
|
622,680
|
-9.52%
|
$126.36
|
+147.23%($312.40)
|
12.50%
|
2022 Q2
|
≈ 0.75 years
|
|
* 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.