13F filing recap · Q1 2020

What did ShawSpring Partners buy in Q1 2020?

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

Stock value

$282.69M

Positions

Estimated turnover

36.7%

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$127.38Mreported value+395.4K shares+15.9%IACPeople Inc.$67.33Mreported value+258.3K shares+220.2%JDJd.com, Inc.$36.29Mreported value+242.2K shares+37.0%ANGIAngi Inc.$32.15Mreported value+1.57M shares+34.4%

Reduced positions

CVNACarvana Co.$19.54Mreported value-286.2K shares-44.7%