13F filing recap · Q3 2020

What did ShawSpring Partners buy in Q3 2020?

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

Stock value

$492.13M

Positions

Estimated turnover

31.2%

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

IACIac Inc.MIXED CORP ACTION$98.91Mreported value+825.8K shares MTCHMatch Group, Inc.MIXED CORP ACTION$86.21Mreported value+779.1K shares

Increased positions

SESea Limited$185.37Mreported value+152.7K shares+14.5%

Reduced positions

XYZBlock, Inc.$91.53Mreported value-252.1K shares-30.9%ANGIAngi Inc.$30.10Mreported value-349.5K shares-11.4%

Exited positions

IACPeople Inc.MIXED CORP ACTION$132.90Mprior reported value-411.0K shares-100.0%JDJd.com, Inc.$50.80Mprior reported value-844.1K shares-100.0%CVNACarvana Co.$27.29Mprior reported value-227.1K shares-100.0%