13F filing recap · Q2 2022

What did ShawSpring Partners buy in Q2 2022?

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

Stock value

$564.80M

Positions

Estimated turnover

19.2%

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

HLTHilton Worldwide Holdings Inc.$60.60Mreported value+543.8K shares SNOWSnowflake Inc.$34.77Mreported value+250.0K shares

Increased positions

SESea Limited$130.22Mreported value+53.1K shares+2.8%BLNDBlend Labs, Inc.$20.14Mreported value+1.01M shares+13.5%

Reduced positions

PPLIIac Inc.$233.12Mreported value-247.6K shares-7.5%CPNGCoupang, Inc.$85.95Mreported value-299.0K shares-4.2%