13F filing recap · Q4 2021

What did ShawSpring Partners buy in Q4 2021?

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

Stock value

$810.92M

Positions

Estimated turnover

25.8%

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.$489.87Mreported value+840.9K shares+28.9%SESea Limited$208.01Mreported value+3.8K shares+0.4%ANGIAngi Inc.$41.46Mreported value+368.7K shares+8.9%

Reduced positions

XYZBlock, Inc.$71.57Mreported value-167.1K shares-27.4%

Exited positions

VMEOVimeo, Inc.$86.70Mprior reported value-2.95M shares-100.0%