13F filing recap · Q4 2022

What did ShawSpring Partners buy in Q4 2022?

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

Stock value

$629.56M

Positions

Estimated turnover

18.3%

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.$179.01Mreported value+530.7K shares+15.2%SESea Limited$142.20Mreported value+321.2K shares+13.3%CPNGCoupang, Inc.$93.09Mreported value+142.8K shares+2.3%SNOWSnowflake Inc.$46.23Mreported value+47.3K shares+17.2%BLNDBlend Labs, Inc.$14.30Mreported value+561.5K shares+6.0%

Reduced positions

HLTHilton Worldwide Holdings Inc.$78.68Mreported value-542.9K shares-46.6%INTUIntuit Inc.$76.05Mreported value-11.9K shares-5.8%