Dennis Hong - ShawSpring Partners
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q4 2023 | ≡ | IAC - IAC Inc. | Reduce 2.50% | 91,992 | 0.79 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 2.78% | 16,844 | 0.50 | ≡ | INTU - Intuit Inc. | Reduce 2.91% | 4,426 | 0.45 | ≡ | CPNG - Coupang Inc. | Reduce 13.16% | 956,439 | 2.54 | ≡ | BLND - Blend Labs Inc. | Reduce 15.26% | 720,385 | 0.30 |
| Q3 2023 | ≡ | IAC - IAC Inc. | Reduce 12.02% | 502,802 | 4.24 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 15.71% | 112,755 | 2.83 | ≡ | INTU - Intuit Inc. | Reduce 17.74% | 32,783 | 2.80 | ≡ | CPNG - Coupang Inc. | Reduce 23.33% | 2,211,072 | 6.29 | ≡ | BLND - Blend Labs Inc. | Reduce 58.00% | 6,520,188 | 1.49 |
| Q2 2023 | ≡ | SE - Sea Ltd | Reduce 0.26% | 4,779 | 0.04 | ≡ | IAC - IAC Inc. | Reduce 2.07% | 88,396 | 0.76 | ≡ | INTU - Intuit Inc. | Reduce 11.33% | 23,607 | 1.47 | ≡ | SNOW - Snowflake Inc. | Sell 100.00% | 249,626 | 5.07 |
| Q1 2023 | ≡ | SNOW - Snowflake Inc. | Reduce 22.50% | 72,456 | 1.47 | ≡ | SE - Sea Ltd | Reduce 32.56% | 889,977 | 10.15 |
| Q4 2022 | ≡ | INTU - Intuit Inc. | Reduce 5.76% | 11,938 | 0.74 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 46.58% | 542,942 | 10.90 |
| Q3 2022 | ≡ | CPNG - Coupang Inc. | Reduce 8.24% | 555,592 | 1.29 |
| Q2 2022 | ≡ | CPNG - Coupang Inc. | Reduce 4.25% | 299,046 | 0.68 | ≡ | IAC - IAC Inc. | Reduce 7.47% | 247,598 | 3.33 |
| Q1 2022 | ≡ | IAC - IAC Inc. | Reduce 11.51% | 431,547 | 5.95 | ≡ | SQ - Block Inc. | Sell 100.00% | 443,240 | 8.83 | ≡ | ANGI - Angi Inc. | Sell 100.00% | 4,501,823 | 5.11 |
| Q4 2021 | ≡ | SQ - Block Inc. | Reduce 27.38% | 167,100 | 3.33 | ≡ | VMEO - Vimeo Inc | Sell 100.00% | 2,952,085 | 9.05 |
| Q3 2021 | ≡ | SQ - Block Inc. | Reduce 8.34% | 55,500 | 1.39 | ≡ | SE - Sea Ltd | Reduce 26.97% | 342,014 | 11.40 | ≡ | MTCH - Match Group Inc. | Sell 100.00% | 384,962 | 5.90 |
| Q2 2021 | ≡ | MTCH - Match Group Inc. | Reduce 41.24% | 270,148 | 4.14 |
| Q1 2021 | ≡ | SE - Sea Ltd | Reduce 13.17% | 165,629 | 4.61 | ≡ | MTCH - Match Group Inc. | Reduce 15.42% | 119,446 | 2.05 |
| Q4 2020 | ≡ | MTCH - Match Group Inc. | Reduce 0.58% | 4,554 | 0.10 | ≡ | SQ - Block Inc. | Reduce 11.61% | 65,359 | 2.01 |
| Q3 2020 | ≡ | ANGI - Angi Inc. | Reduce 11.41% | 349,500 | 0.79 | ≡ | SQ - Block Inc. | Reduce 30.92% | 252,053 | 8.33 | ≡ | JD - JD.com Inc. | Sell 100.00% | 844,108 | 11.38 | ≡ | CVNA - Carvana Co. | Sell 100.00% | 227,057 | 6.11 |
| Q2 2020 | ≡ | JD - JD.com Inc. | Reduce 5.80% | 51,959 | 0.70 | ≡ | CVNA - Carvana Co. | Reduce 35.97% | 127,564 | 3.43 | ≡ | ANGI - Angi Inc. | Reduce 49.98% | 3,060,620 | 8.33 | ≡ | SE - Sea Ltd | Reduce 63.45% | 1,824,164 | 43.82 |
| Q1 2020 | ≡ | CVNA - Carvana Co. | Reduce 44.66% | 286,164 | 5.58 |
| Q3 2019 | ≡ | CVNA - Carvana Co. | Reduce 20.07% | 151,880 | 6.55 | ≡ | IAC - IAC Inc. | Reduce 51.18% | 108,825 | 15.49 |
| Q2 2019 | ≡ | CVNA - Carvana Co. | Reduce 13.65% | 119,621 | 4.39 | ≡ | IAC - IAC Inc. | Reduce 15.74% | 39,724 | 5.06 | ≡ | JD - JD.com Inc. | Reduce 35.29% | 305,203 | 5.41 |