Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $758.95M≈ (+$129M≈)
- Previous value:
- $629.56M≈
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 31 Mar 2023 (Q1)
- Latest filing date:
- 12 May 2023
ShawSpring Partners has disclosed a total of 7 changes to the portfolio in the (2023 Q1) 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 2023 Q1?
In the 2023 Q1 report(s) the following changes have been made to the top investments: (PPLI) IAC/INTERACTIVECORP (added shares +5.90%), (SE) Sea Ltd (reduced shares -32.56%), (CPNG) Coupang LLC (added shares +42.06%), (HLT) Hilton Worldwide Holdings Inc (added shares +6.59%) and (INTU) Intuit Inc (added shares +6.66%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Coupang LLC
|
+42.06%
|
+2,661,976
|
8,990,248
|
+5.61%
|
$16.00
|
+3.69%($16.59)
|
18.95%
|
2022 Q1
|
≈ 1.25 years
|
|
|
|
Intuit Inc
|
+6.66%
|
+13,012
|
208,393
|
+0.76%
|
$445.83
|
-28.18%($320.21)
|
12.24%
|
2022 Q3
|
≈ 0.75 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
+6.59%
|
+41,033
|
663,713
|
+0.76%
|
$140.87
|
+121.76%($312.40)
|
12.32%
|
2022 Q2
|
≈ 1.00 year
|
|
|
|
IAC/INTERACTIVECORP
|
+5.90%
|
+290,178.07
|
5,204,880.1
|
+1.62%
|
$42.33
|
+8.91%($46.10)
|
29.03%
|
2018 Q4
|
≈ 4.50 years
|
|
|
|
Blend Labs Inc
|
+4.61%
|
+457,899
|
10,386,061
|
+0.06%
|
$1.00
|
+97.86%($1.97)
|
1.36%
|
2022 Q1
|
≈ 1.25 years
|
|
|
|
Snowflake Inc
|
-22.50%
|
-72,456
|
249,626
|
-1.78%
|
$154.29
|
+107.19%($319.68)
|
5.07%
|
2022 Q2
|
≈ 1.00 year
|
|
|
|
Sea Ltd
|
-32.56%
|
-889,977
|
1,843,068
|
-12.24%
|
$86.55
|
+29.46%($112.05)
|
21.02%
|
2019 Q1
|
≈ 4.25 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.