Dennis Hong
ShawSpring Partners
ShawSpring Partners Portfolio 13F
Dennis Hong Holdings Activity
- Portfolio value:
- $609.16M≈ (+$12M≈)
- Previous value:
- $597.33M≈
- # of changes:
- 6
- New positions:
- 0
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 13 Feb 2024
ShawSpring Partners has disclosed a total of 6 changes to the portfolio in the (2023 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 5 position(s).
What stocks did Dennis Hong buy in 2023 Q4?
During 2023 Q4 Dennis Hong has bought (SE) Sea Ltd (added shares +4.83%).
In the 2023 Q4 report(s) the following changes have been made to the top investments: (PPLI) IAC/INTERACTIVECORP (reduced shares -2.50%), (SE) Sea Ltd (added shares +4.83%), (HLT) Hilton Worldwide Holdings Inc (reduced shares -2.78%), (CPNG) Coupang LLC (reduced shares -13.16%) and (INTU) Intuit Inc (reduced shares -2.91%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Sea Ltd
|
+4.83%
|
+124,732
|
2,705,314
|
+0.83%
|
$40.50
|
+176.67%($112.05)
|
17.99%
|
2019 Q1
|
≈ 5.00 years
|
|
|
|
IAC/INTERACTIVECORP
|
-2.50%
|
-112,138.24
|
4,372,071.5
|
-0.81%
|
$42.97
|
+7.29%($46.10)
|
30.84%
|
2018 Q4
|
≈ 5.25 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-2.78%
|
-16,844
|
588,222
|
-0.51%
|
$182.09
|
+71.56%($312.40)
|
17.58%
|
2022 Q2
|
≈ 1.75 years
|
|
|
|
Intuit Inc
|
-2.91%
|
-4,426
|
147,577
|
-0.46%
|
$625.03
|
-48.77%($320.21)
|
15.14%
|
2022 Q3
|
≈ 1.50 years
|
|
|
|
Coupang LLC
|
-13.16%
|
-956,439
|
6,311,192
|
-2.59%
|
$16.19
|
+2.47%($16.59)
|
16.77%
|
2022 Q1
|
≈ 2.00 years
|
|
|
|
Blend Labs Inc
|
-15.26%
|
-720,385
|
4,000,769
|
-0.31%
|
$2.55
|
-22.70%($1.97)
|
1.67%
|
2022 Q1
|
≈ 2.00 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.