13F filing recap · Q1 2021

What did ShawSpring Partners buy in Q1 2021?

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

Stock value

$802.14M

Positions

Estimated turnover

19.7%

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

IACIac Inc.$293.81Mreported value+333.7K shares+32.6%XYZBlock, Inc.$129.95Mreported value+74.6K shares+15.0%ANGIAngi Inc.$44.63Mreported value+499.9K shares+17.0%

Reduced positions

SESea Limited$243.75Mreported value-165.6K shares-13.2%MTCHMatch Group, Inc.$90.00Mreported value-119.4K shares-15.4%