13F filing recap · Q3 2021

What did ShawSpring Partners buy in Q3 2021?

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

Stock value

$958.53M

Positions

Estimated turnover

32.3%

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

PPLIIac Inc.$378.74Mreported value+1.01M shares+53.3%VMEOVimeo, Inc.$86.70Mreported value+231.0K shares+8.5%ANGIAngi Inc.$51.00Mreported value+114.0K shares+2.8%

Reduced positions

SESea Limited$295.76Mreported value-342.0K shares-27.0%XYZBlock, Inc.$146.32Mreported value-55.5K shares-8.3%

Exited positions

MTCHMatch Group, Inc.$62.08Mprior reported value-385.0K shares-100.0%