Dennis Hong – ShawSpring Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Okta, Inc. (OKTA)
Increases – Vertex, Inc. (VERX), CoStar Group, Inc. (CSGP), Braze, Inc. (BRZE), Procore Technologies, Inc. (PCOR)
Reductions – Intuit Inc. (INTU), Monday.com (MNDY), Shift4 Payments, Inc. (FOUR), nCino, Inc. (NCNO)
Complete Exits – Hilton Worldwide Holdings Inc. (HLT)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
ShawSpring Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | ANGI Angi Inc. | Buy | +1,567,967+34.4% |
Q1 2020Mar 31, 2020 | SE Sea Limited | Buy | +395,448+15.9% |
Q1 2020Mar 31, 2020 | JD JD.com, Inc. | Buy | +242,184+37.0% |
Q1 2020Mar 31, 2020 | CVNA Carvana Co. | Sell | -286,164-44.7% |
Q4 2019Dec 31, 2019 | SE Sea Limited | Buy | +1,055,954+74.2% |
Q4 2019Dec 31, 2019 | ANGI Angi Inc. | Buy | +379,832+9.1% |
Q4 2019Dec 31, 2019 | JD JD.com, Inc. | Buy | +53,500+8.9% |
Q4 2019Dec 31, 2019 | CVNA Carvana Co. | Buy | +35,780+5.9% |
Q3 2019Sep 30, 2019 | ANGI Angi Inc. | Buy | +2,920,978+232.9% |
Q3 2019Sep 30, 2019 | SE Sea Limited | Buy | +106,051+8.1% |
Q3 2019Sep 30, 2019 | JD JD.com, Inc. | Buy | +40,700+7.3% |
Q3 2019Sep 30, 2019 | CVNA Carvana Co. | Sell | -151,880-20.1% |
Q2 2019Jun 30, 2019 | ANGI Angi Inc. | Buy - Position Entry | +1,254,426 |
Q2 2019Jun 30, 2019 | SE Sea Limited | Buy | +85,000+6.9% |
Q2 2019Jun 30, 2019 | CVNA Carvana Co. | Sell | -119,621-13.6% |
Q2 2019Jun 30, 2019 | JD JD.com, Inc. | Sell | -305,203-35.3% |
Q1 2019Mar 31, 2019 | SE Sea Limited | Buy - Position Entry | +1,232,375 |
Q1 2019Mar 31, 2019 | CVNA Carvana Co. | Buy | +180,645+26.0% |
Q1 2019Mar 31, 2019 | JD JD.com, Inc. | Sell | -457,411-34.6% |
Q4 2018Dec 31, 2018 | JD JD.com, Inc. | Buy - Position Entry | +1,322,297 |
Q4 2018Dec 31, 2018 | CVNA Carvana Co. | Buy - Position Entry | +695,861 |