13F filing recap · Q3 2022

What did ShawSpring Partners buy in Q3 2022?

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

Stock value

$720.48M

Positions

Estimated turnover

34.3%

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.

New positions

INTUIntuit Inc.$80.30Mreported value+207.3K shares

Increased positions

PPLIIac Inc.$193.89Mreported value+432.4K shares+14.1%HLTHilton Worldwide Holdings Inc.$140.60Mreported value+621.8K shares+114.3%SESea Limited$135.18Mreported value+464.2K shares+23.8%SNOWSnowflake Inc.$46.70Mreported value+24.8K shares

Reduced positions

CPNGCoupang, Inc.$103.11Mreported value-555.6K shares-8.2%