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 |
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 |
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 |
Q4  2023 | ≡ | SE - Sea Ltd | Add 4.83% | 124,732 | 0.83 |
Q3  2023 | ≡ | SE - Sea Ltd | Add 40.38% | 742,293 | 5.46 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Q4  2020 | ≡ | SE - Sea Ltd | Add 4.50% | 54,154 | 1.52 | ≡ | ANGI - Angi Inc. | Add 8.12% | 220,183 | 0.41 | ≡ | IAC - IAC Inc. | Add 24.08% | 198,828 | 5.31 |
Q3  2020 | ≡ | SE - Sea Ltd | Add 14.54% | 152,738 | 4.78 | ≡ | IAC - IAC Inc. | Add 100.94% | 414,805 | 10.10 | ≡ | MTCH - Match Group Inc. | Buy | 779,110 | 17.52 |
Q2  2020 | ≡ | IAC - IAC Inc. | Add 9.39% | 35,291 | 2.56 | ≡ | SQ - Block Inc. | Buy | 815,152 | 19.16 |
Q1  2020 | ≡ | SE - Sea Ltd | Add 15.95% | 395,448 | 6.20 | ≡ | ANGI - Angi Inc. | Add 34.42% | 1,567,967 | 2.91 | ≡ | JD - JD.com Inc. | Add 37.04% | 242,184 | 3.47 | ≡ | IAC - IAC Inc. | Add 220.16% | 258,329 | 16.38 |
Q4  2019 | ≡ | CVNA - Carvana Co. | Add 5.91% | 35,780 | 1.32 | ≡ | JD - JD.com Inc. | Add 8.91% | 53,500 | 0.76 | ≡ | ANGI - Angi Inc. | Add 9.10% | 379,832 | 1.29 | ≡ | IAC - IAC Inc. | Add 13.03% | 13,524 | 1.35 | ≡ | SE - Sea Ltd | Add 74.18% | 1,055,954 | 17.02 |
Q3  2019 | ≡ | JD - JD.com Inc. | Add 7.27% | 40,700 | 0.75 | ≡ | SE - Sea Ltd | Add 8.05% | 106,051 | 2.14 | ≡ | ANGI - Angi Inc. | Add 232.85% | 2,920,978 | 13.52 |
Q2  2019 | ≡ | SE - Sea Ltd | Add 6.90% | 85,000 | 1.65 | ≡ | ANGI - Angi Inc. | Buy | 1,254,426 | 9.56 |