Dennis Hong - ShawSpring Partners
History | Stock | Activity ▲ | Share change | % change to portfolio |
Q3  2024 | ≡ | SE - Sea Ltd | Add 11.12% | 94,382 | 1.12 | ≡ | NCNO - nCino Inc. | Add 115.86% | 1,424,349 | 5.68 | ≡ | PCOR - Procore Technologies Inc. | Add 493.25% | 1,195,675 | 9.32 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 36.87% | 169,001 | 4.92 | ≡ | IAC - IAC Inc. | Reduce 32.64% | 765,407 | 5.20 | ≡ | MNDY - monday.com Ltd. | Reduce 15.46% | 64,088 | 2.25 | ≡ | INTU - Intuit Inc. | Reduce 14.56% | 18,225 | 1.43 | ≡ | CPNG - Coupang Inc. | Reduce 7.70% | 247,113 | 0.77 | ≡ | FOUR - Shift4 Payments Inc. CL A | Reduce 5.89% | 82,554 | 0.92 | ≡ | BLND - Blend Labs Inc. | Reduce 1.28% | 86,154 | 0.04 |
Q2  2024 | ≡ | BLND - Blend Labs Inc. | Add 58.74% | 2,485,283 | 0.85 | ≡ | PCOR - Procore Technologies Inc. | Buy | 242,407 | 2.32 | ≡ | NCNO - nCino Inc. | Buy | 1,229,338 | 5.58 | ≡ | SE - Sea Ltd | Reduce 55.10% | 1,041,510 | 10.72 | ≡ | CPNG - Coupang Inc. | Reduce 34.96% | 1,725,574 | 5.21 | ≡ | IAC - IAC Inc. | Reduce 24.02% | 741,531 | 5.01 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 19.68% | 112,288 | 3.53 | ≡ | FOUR - Shift4 Payments Inc. CL A | Reduce 12.15% | 193,988 | 2.05 | ≡ | MNDY - monday.com Ltd. | Reduce 4.88% | 21,278 | 0.74 | ≡ | INTU - Intuit Inc. | Reduce 4.57% | 5,992 | 0.57 |
Q1  2024 | ≡ | BLND - Blend Labs Inc. | Add 5.75% | 230,092 | 0.10 | ≡ | MNDY - monday.com Ltd. | Buy | 435,896 | 12.64 | ≡ | FOUR - Shift4 Payments Inc. CL A | Buy | 1,596,421 | 13.55 | ≡ | SE - Sea Ltd | Reduce 30.13% | 815,007 | 5.62 | ≡ | CPNG - Coupang Inc. | Reduce 21.79% | 1,375,159 | 3.14 | ≡ | IAC - IAC Inc. | Reduce 13.93% | 499,739 | 3.42 | ≡ | INTU - Intuit Inc. | Reduce 11.12% | 16,408 | 1.37 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 2.98% | 17,513 | 0.48 |
Q4  2023 | ≡ | SE - Sea Ltd | Add 4.83% | 124,732 | 0.83 | ≡ | BLND - Blend Labs Inc. | Reduce 15.26% | 720,385 | 0.30 | ≡ | CPNG - Coupang Inc. | Reduce 13.16% | 956,439 | 2.54 | ≡ | INTU - Intuit Inc. | Reduce 2.91% | 4,426 | 0.45 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 2.78% | 16,844 | 0.50 | ≡ | IAC - IAC Inc. | Reduce 2.50% | 91,992 | 0.79 |
Q3  2023 | ≡ | SE - Sea Ltd | Add 40.38% | 742,293 | 5.46 | ≡ | BLND - Blend Labs Inc. | Reduce 58.00% | 6,520,188 | 1.49 | ≡ | CPNG - Coupang Inc. | Reduce 23.33% | 2,211,072 | 6.29 | ≡ | INTU - Intuit Inc. | Reduce 17.74% | 32,783 | 2.80 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 15.71% | 112,755 | 2.83 | ≡ | IAC - IAC Inc. | Reduce 12.02% | 502,802 | 4.24 |
Q2  2023 | ≡ | CPNG - Coupang Inc. | Add 5.43% | 488,455 | 1.16 | ≡ | HLT - Hilton Worldwide Holdings | Add 8.15% | 54,108 | 1.07 | ≡ | BLND - Blend Labs Inc. | Add 8.23% | 855,281 | 0.11 | ≡ | INTU - Intuit Inc. | Reduce 11.33% | 23,607 | 1.47 | ≡ | IAC - IAC Inc. | Reduce 2.07% | 88,396 | 0.76 | ≡ | SE - Sea Ltd | Reduce 0.26% | 4,779 | 0.04 | ≡ | SNOW - Snowflake Inc. | Sell 100.00% | 249,626 | 5.07 |
Q1  2023 | ≡ | BLND - Blend Labs Inc. | Add 4.61% | 457,899 | 0.06 | ≡ | IAC - IAC Inc. | Add 5.90% | 238,046 | 1.62 | ≡ | HLT - Hilton Worldwide Holdings | Add 6.59% | 41,033 | 0.76 | ≡ | INTU - Intuit Inc. | Add 6.66% | 13,012 | 0.76 | ≡ | CPNG - Coupang Inc. | Add 42.06% | 2,661,976 | 5.61 | ≡ | SE - Sea Ltd | Reduce 32.56% | 889,977 | 10.15 | ≡ | SNOW - Snowflake Inc. | Reduce 22.50% | 72,456 | 1.47 |
Q4  2022 | ≡ | CPNG - Coupang Inc. | Add 2.31% | 142,800 | 0.33 | ≡ | BLND - Blend Labs Inc. | Add 5.99% | 561,487 | 0.13 | ≡ | SE - Sea Ltd | Add 13.32% | 321,247 | 2.66 | ≡ | IAC - IAC Inc. | Add 15.16% | 530,676 | 3.74 | ≡ | SNOW - Snowflake Inc. | Add 17.22% | 47,323 | 1.08 | ≡ | HLT - Hilton Worldwide Holdings | Reduce 46.58% | 542,942 | 10.90 | ≡ | INTU - Intuit Inc. | Reduce 5.76% | 11,938 | 0.74 |
Q3  2022 | ≡ | BLND - Blend Labs Inc. | Add 9.76% | 832,642 | 0.26 | ≡ | SNOW - Snowflake Inc. | Add 9.90% | 24,759 | 0.58 | ≡ | IAC - IAC Inc. | Add 14.09% | 432,444 | 3.32 | ≡ | SE - Sea Ltd | Add 23.83% | 464,186 | 3.61 | ≡ | HLT - Hilton Worldwide Holdings | Add 114.34% | 621,797 | 10.41 | ≡ | INTU - Intuit Inc. | Buy | 207,319 | 11.15 | ≡ | CPNG - Coupang Inc. | Reduce 8.24% | 555,592 | 1.29 |
Q2  2022 | ≡ | SE - Sea Ltd | Add 2.80% | 53,059 | 0.63 | ≡ | BLND - Blend Labs Inc. | Add 13.48% | 1,013,929 | 0.42 | ≡ | SNOW - Snowflake Inc. | Buy | 250,000 | 6.16 | ≡ | HLT - Hilton Worldwide Holdings | Buy | 543,825 | 10.73 | ≡ | IAC - IAC Inc. | Reduce 7.47% | 247,598 | 3.33 | ≡ | CPNG - Coupang Inc. | Reduce 4.25% | 299,046 | 0.68 |
Q1  2022 | ≡ | SE - Sea Ltd | Add 103.79% | 964,890 | 15.90 | ≡ | BLND - Blend Labs Inc. | Buy | 7,520,104 | 5.90 | ≡ | CPNG - Coupang Inc. | Buy | 7,040,110 | 17.12 | ≡ | IAC - IAC Inc. | Reduce 11.51% | 431,547 | 5.95 | ≡ | ANGI - Angi Inc. | Sell 100.00% | 4,501,823 | 5.11 | ≡ | SQ - Block Inc. | Sell 100.00% | 443,240 | 8.83 |
Q4  2021 | ≡ | SE - Sea Ltd | Add 0.41% | 3,750 | 0.10 | ≡ | ANGI - Angi Inc. | Add 8.92% | 368,700 | 0.42 | ≡ | IAC - IAC Inc. | Add 28.93% | 840,902 | 13.55 | ≡ | SQ - Block Inc. | Reduce 27.38% | 167,100 | 3.33 | ≡ | VMEO - Vimeo Inc | Sell 100.00% | 2,952,085 | 9.05 |
Q3  2021 | ≡ | ANGI - Angi Inc. | Add 2.84% | 114,000 | 0.15 | ≡ | VMEO - Vimeo Inc | Add 8.49% | 230,999 | 0.71 | ≡ | IAC - IAC Inc. | Add 53.26% | 1,010,157 | 13.73 | ≡ | SE - Sea Ltd | Reduce 26.97% | 342,014 | 11.40 | ≡ | SQ - Block Inc. | Reduce 8.34% | 55,500 | 1.39 | ≡ | MTCH - Match Group Inc. | Sell 100.00% | 384,962 | 5.90 |
Q2  2021 | ≡ | SE - Sea Ltd | Add 16.12% | 176,000 | 4.59 | ≡ | SQ - Block Inc. | Add 16.34% | 93,500 | 2.16 | ≡ | ANGI - Angi Inc. | Add 17.07% | 586,000 | 0.75 | ≡ | IAC - IAC Inc. | Add 39.64% | 538,437 | 7.89 | ≡ | VMEO - Vimeo Inc | Buy | 2,721,086 | 12.67 | ≡ | MTCH - Match Group Inc. | Reduce 41.24% | 270,148 | 4.14 |
Q1  2021 | ≡ | SQ - Block Inc. | Add 14.99% | 74,600 | 2.11 | ≡ | ANGI - Angi Inc. | Add 17.04% | 499,857 | 0.81 | ≡ | IAC - IAC Inc. | Add 32.57% | 333,687 | 9.00 |