Dennis Hong - ShawSpring Partners

History Stock Activity Share change % change to portfolio
Q3  2024
PCOR - Procore Technologies Inc. Add 493.25% 1,195,675 9.32
NCNO - nCino Inc. Add 115.86% 1,424,349 5.68
IAC - IAC Inc. Reduce 32.64% 765,407 5.20
HLT - Hilton Worldwide Holdings Reduce 36.87% 169,001 4.92
MNDY - monday.com Ltd. Reduce 15.46% 64,088 2.25
INTU - Intuit Inc. Reduce 14.56% 18,225 1.43
SE - Sea Ltd Add 11.12% 94,382 1.12
FOUR - Shift4 Payments Inc. CL A Reduce 5.89% 82,554 0.92
CPNG - Coupang Inc. Reduce 7.70% 247,113 0.77
BLND - Blend Labs Inc. Reduce 1.28% 86,154 0.04
Q2  2024
SE - Sea Ltd Reduce 55.10% 1,041,510 10.72
NCNO - nCino Inc. Buy 1,229,338 5.58
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
PCOR - Procore Technologies Inc. Buy 242,407 2.32
FOUR - Shift4 Payments Inc. CL A Reduce 12.15% 193,988 2.05
BLND - Blend Labs Inc. Add 58.74% 2,485,283 0.85
MNDY - monday.com Ltd. Reduce 4.88% 21,278 0.74
INTU - Intuit Inc. Reduce 4.57% 5,992 0.57
Q1  2024
FOUR - Shift4 Payments Inc. CL A Buy 1,596,421 13.55
MNDY - monday.com Ltd. Buy 435,896 12.64
SE - Sea Ltd Reduce 30.13% 815,007 5.62
IAC - IAC Inc. Reduce 13.93% 499,739 3.42
CPNG - Coupang Inc. Reduce 21.79% 1,375,159 3.14
INTU - Intuit Inc. Reduce 11.12% 16,408 1.37
HLT - Hilton Worldwide Holdings Reduce 2.98% 17,513 0.48
BLND - Blend Labs Inc. Add 5.75% 230,092 0.10
Q4  2023
CPNG - Coupang Inc. Reduce 13.16% 956,439 2.54
SE - Sea Ltd Add 4.83% 124,732 0.83
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
BLND - Blend Labs Inc. Reduce 15.26% 720,385 0.30
Q3  2023
CPNG - Coupang Inc. Reduce 23.33% 2,211,072 6.29
SE - Sea Ltd Add 40.38% 742,293 5.46
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
BLND - Blend Labs Inc. Reduce 58.00% 6,520,188 1.49
Q2  2023
SNOW - Snowflake Inc. Sell 100.00% 249,626 5.07
INTU - Intuit Inc. Reduce 11.33% 23,607 1.47
CPNG - Coupang Inc. Add 5.43% 488,455 1.16
HLT - Hilton Worldwide Holdings Add 8.15% 54,108 1.07
IAC - IAC Inc. Reduce 2.07% 88,396 0.76
BLND - Blend Labs Inc. Add 8.23% 855,281 0.11
SE - Sea Ltd Reduce 0.26% 4,779 0.04
Q1  2023
SE - Sea Ltd Reduce 32.56% 889,977 10.15
CPNG - Coupang Inc. Add 42.06% 2,661,976 5.61
IAC - IAC Inc. Add 5.90% 238,046 1.62
SNOW - Snowflake Inc. Reduce 22.50% 72,456 1.47
INTU - Intuit Inc. Add 6.66% 13,012 0.76
HLT - Hilton Worldwide Holdings Add 6.59% 41,033 0.76
BLND - Blend Labs Inc. Add 4.61% 457,899 0.06
Q4  2022
HLT - Hilton Worldwide Holdings Reduce 46.58% 542,942 10.90
IAC - IAC Inc. Add 15.16% 530,676 3.74
SE - Sea Ltd Add 13.32% 321,247 2.66
SNOW - Snowflake Inc. Add 17.22% 47,323 1.08
INTU - Intuit Inc. Reduce 5.76% 11,938 0.74
CPNG - Coupang Inc. Add 2.31% 142,800 0.33
BLND - Blend Labs Inc. Add 5.99% 561,487 0.13
Q3  2022
INTU - Intuit Inc. Buy 207,319 11.15
HLT - Hilton Worldwide Holdings Add 114.34% 621,797 10.41
SE - Sea Ltd Add 23.83% 464,186 3.61
IAC - IAC Inc. Add 14.09% 432,444 3.32
CPNG - Coupang Inc. Reduce 8.24% 555,592 1.29
SNOW - Snowflake Inc. Add 9.90% 24,759 0.58
BLND - Blend Labs Inc. Add 9.76% 832,642 0.26
Q2  2022
HLT - Hilton Worldwide Holdings Buy 543,825 10.73
SNOW - Snowflake Inc. Buy 250,000 6.16
IAC - IAC Inc. Reduce 7.47% 247,598 3.33
CPNG - Coupang Inc. Reduce 4.25% 299,046 0.68
SE - Sea Ltd Add 2.80% 53,059 0.63
BLND - Blend Labs Inc. Add 13.48% 1,013,929 0.42
Q1  2022
CPNG - Coupang Inc. Buy 7,040,110 17.12
SE - Sea Ltd Add 103.79% 964,890 15.90
SQ - Block Inc. Sell 100.00% 443,240 8.83
IAC - IAC Inc. Reduce 11.51% 431,547 5.95
BLND - Blend Labs Inc. Buy 7,520,104 5.90
ANGI - Angi Inc. Sell 100.00% 4,501,823 5.11
Q4  2021
IAC - IAC Inc. Add 28.93% 840,902 13.55
VMEO - Vimeo Inc Sell 100.00% 2,952,085 9.05
SQ - Block Inc. Reduce 27.38% 167,100 3.33
ANGI - Angi Inc. Add 8.92% 368,700 0.42
SE - Sea Ltd Add 0.41% 3,750 0.10
Q3  2021
IAC - IAC Inc. Add 53.26% 1,010,157 13.73
SE - Sea Ltd Reduce 26.97% 342,014 11.40
MTCH - Match Group Inc. Sell 100.00% 384,962 5.90
SQ - Block Inc. Reduce 8.34% 55,500 1.39
VMEO - Vimeo Inc Add 8.49% 230,999 0.71
ANGI - Angi Inc. Add 2.84% 114,000 0.15
Q2  2021
VMEO - Vimeo Inc Buy 2,721,086 12.67
IAC - IAC Inc. Add 39.64% 538,437 7.89
SE - Sea Ltd Add 16.12% 176,000 4.59
MTCH - Match Group Inc. Reduce 41.24% 270,148 4.14
SQ - Block Inc. Add 16.34% 93,500 2.16
ANGI - Angi Inc. Add 17.07% 586,000 0.75
Q1  2021
IAC - IAC Inc. Add 32.57% 333,687 9.00
SE - Sea Ltd Reduce 13.17% 165,629 4.61
SQ - Block Inc. Add 14.99% 74,600 2.11