13F filing recap · Q2 2021

What did ShawSpring Partners buy in Q2 2021?

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

Stock value

$1.05B

Positions

Estimated turnover

13.2%

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

PPLIIac Inc.MIXED CORP ACTION$292.42Mreported value+1.90M shares VMEOVimeo, Inc.MIXED CORP ACTION$133.33Mreported value+2.72M shares

Increased positions

SESea Limited$348.10Mreported value+176.0K shares+16.1%XYZBlock, Inc.$162.22Mreported value+93.5K shares+16.3%ANGIAngi Inc.$54.34Mreported value+586.0K shares+17.1%

Reduced positions

MTCHMatch Group, Inc.$62.08Mreported value-270.1K shares-41.2%

Exited positions

IACIac Inc.MIXED CORP ACTION$293.81Mprior reported value-1.36M shares-100.0%