13F filing recap · Q3 2023

What did ShawSpring Partners buy in Q3 2023?

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

Stock value

$597.33M

Positions

Estimated turnover

20.8%

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

SESea Limited$113.42Mreported value+742.3K shares+40.4%

Reduced positions

PPLIIac Inc.$185.36Mreported value-502.8K shares-12.0%CPNGCoupang, Inc.$123.55Mreported value-2.21M shares-23.3%HLTHilton Worldwide Holdings Inc.$90.87Mreported value-112.8K shares-15.7%INTUIntuit Inc.$77.66Mreported value-32.8K shares