13F filing recap · Q4 2020

What did ShawSpring Partners buy in Q4 2020?

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

Stock value

$708.48M

Positions

Estimated turnover

11.0%

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.

Increased positions

SESea Limited$250.32Mreported value+54.2K shares+4.5%IACIac Inc.$194.01Mreported value+198.8K shares+24.1%ANGIAngi Inc.$38.72Mreported value+220.2K shares+8.1%

Reduced positions

MTCHMatch Group, Inc.$117.11Mreported value-4.6K shares-0.6%XYZBlock, Inc.$108.33Mreported value-65.4K shares-11.6%