Dennis Hong Holdings Activity

ShawSpring Partners Portfolio 13F

ShawSpring Partners has disclosed a total of 6 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 5 position(s).

What stocks is Dennis Hong buying now?

In the recent quarter Dennis Hong has bought (SE) SEA LTD-ADR (added shares +4.83%).

What does Dennis Hong invest in?

Dennis Hong's top 5 holdings (by % of portfolio) are (IAC) IAC INTERACTIVECORP NEW (30.84%), (SE) SEA LTD-ADR (17.99%), (HLT) HILTON WORLDWIDE HOLDINGS IN (17.58%), (CPNG) COUPANG INC (16.77%) and (INTU) INTUIT INC (15.14%).

In the latest report(s) the following changes have been made to the top investments: (IAC) IAC INTERACTIVECORP NEW (reduced shares -2.5%), (SE) SEA LTD-ADR (added shares +4.83%), (HLT) HILTON WORLDWIDE HOLDINGS IN (reduced shares -2.78%), (CPNG) COUPANG INC (reduced shares -13.16%) and (INTU) INTUIT INC (reduced shares -2.91%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q1 (5 results)
SE
SEA LTD-ADR
+15.95%
+316,358
+6.20%
$44.31
50.44% $66.66
45.06%
JD
JDCOM INC-ADR
+37.04%
+242,184
+3.47%
$40.50
18.84% $32.87
12.84%
1812212D
IAC/INTERACTIVECORP
+220.16%
+202,788
+16.38%
$179.23
-
23.82%
CVNA
CARVANA CO
-44.66%
-286,164
-5.58%
$55.09
120.86% $121.67
6.91%
ANGI
ANGI INC
+34.42%
+1,567,967
+2.91%
$5.25
51.62% $2.54
11.37%
2019 Q4 (5 results)
SE
SEA LTD-ADR
+74.18%
+1,055,954
+17.02%
$40.22
65.74% $66.66
39.96%
JD
JDCOM INC-ADR
+8.91%
+43,602
+0.76%
$35.23
6.70% $32.87
9.23%
1812212D
IAC/INTERACTIVECORP
+13.03%
+13,524
+1.35%
$249.11
-
11.71%
CVNA
CARVANA CO
+5.91%
+35,780
+1.32%
$92.05
32.18% $121.67
23.64%
ANGI
ANGI INC
+9.10%
+315,260
+1.29%
$8.47
70.01% $2.54
15.46%
2019 Q3 (5 results)
SE
SEA LTD-ADR
+8.05%
+106,051
+2.14%
$30.95
115.38% $66.66
28.77%
JD
JDCOM INC-ADR
+7.27%
+40,700
+0.75%
$28.21
16.52% $32.87
11.06%
1812212D
IAC/INTERACTIVECORP
-51.18%
-91,957
-15.49%
$217.97
-
14.78%
CVNA
CARVANA CO
-20.07%
-151,880
-6.55%
$66.00
84.35% $121.67
26.08%
ANGI
ANGI INC
+232.85%
+2,920,978
+13.51%
$7.09
64.15% $2.54
19.32%
2019 Q2 (5 results)
SE
SEA LTD-ADR
+6.90%
+73,100
+1.65%
$33.22
100.66% $66.66
25.64%
JD
JDCOM INC-ADR
-35.29%
-305,203
-5.42%
$30.29
8.52% $32.87
9.93%
1812212D
IAC/INTERACTIVECORP
-15.74%
-39,724
-5.06%
$217.53
-
27.10%
CVNA
CARVANA CO
-13.65%
-104,668
-4.39%
$62.59
94.39% $121.67
27.76%
ANGI
ANGI INC
buy
+1,254,426
+9.56%
$13.01
80.48% $2.54
9.56%
2019 Q1 (3 results)
SE
SEA LTD-ADR
buy
+1,232,375
+18.23%
$23.52
183.41% $66.66
18.23%
JD
JDCOM INC-ADR
-34.59%
-407,095
-8.68%
$30.15
9.02% $32.87
16.40%
CVNA
CARVANA CO
+25.96%
+180,645
+6.60%
$58.06
109.56% $121.67
32.01%
23 of 117

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.