13F filing recap · Q2 2020

What did ShawSpring Partners buy in Q2 2020?

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

Stock value

$446.42M

Positions

Estimated turnover

95.5%

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

XYZBlock, Inc.$85.54Mreported value+815.2K shares

Increased positions

IACPeople Inc.$132.90Mreported value+35.3K shares+9.4%

Reduced positions

SESea Limited$112.67Mreported value-1.82M shares-63.5%JDJd.com, Inc.$50.80Mreported value-52.0K shares-5.8%ANGIAngi Inc.$37.21Mreported value-3.06M shares-50.0%CVNACarvana Co.$27.29Mreported value-127.6K shares