13F filing recap · Q1 2023

What did ShawSpring Partners buy in Q1 2023?

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

Stock value

$758.95M

Positions

Estimated turnover

22.3%

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.$220.32Mreported value+238.0K shares+5.9%CPNGCoupang, Inc.$143.84Mreported value+2.66M shares+42.1%HLTHilton Worldwide Holdings Inc.$93.50Mreported value+41.0K shares+6.6%INTUIntuit Inc.$92.91Mreported value+13.0K shares+6.7%BLNDBlend Labs, Inc.$10.35Mreported value+457.9K shares+4.6%

Reduced positions

SESea Limited$159.52Mreported value-890.0K shares-32.6%SNOWSnowflake Inc.$38.51Mreported value-72.5K shares-22.5%