13F filing recap · Q2 2019

What did ShawSpring Partners buy in Q2 2019?

Reported stock-position changes between this filing and the previous one.

Stock value

$170.66M

Positions

Estimated turnover

27.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ANGIAngi Inc.$16.32Mreported value+1.25M shares

Increased positions

SESea Limited$43.76Mreported value+85.0K shares+6.9%

Reduced positions

CVNACarvana Co.$47.37Mreported value-119.6K shares-13.6%IACPeople Inc.$46.26Mreported value-39.7K shares-15.7%JDJd.com, Inc.$16.95Mreported value-305.2K shares-35.3%