13F filing recap · Q4 2019

What did ShawSpring Partners buy in Q4 2019?

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

Stock value

$249.55M

Positions

Estimated turnover

26.9%

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.

Increased positions

SESea Limited$99.72Mreported value+1.06M shares+74.2%CVNACarvana Co.$58.98Mreported value+35.8K shares+5.9%ANGIAngi Inc.$38.58Mreported value+379.8K shares+9.1%IACPeople Inc.$29.23Mreported value+13.5K shares+13.0%JDJd.com, Inc.$23.04Mreported value+53.5K shares+8.9%