13F filing recap · Q4 2023

What did ShawSpring Partners buy in Q4 2023?

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

Stock value

$609.16M

Positions

Estimated turnover

5.5%

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$109.57Mreported value+124.7K shares+4.8%

Reduced positions

PPLIIac Inc.$187.87Mreported value-92.0K shares-2.5%HLTHilton Worldwide Holdings Inc.$107.11Mreported value-16.8K shares-2.8%CPNGCoupang, Inc.$102.18Mreported value-956.4K shares-13.2%INTUIntuit Inc.$92.24Mreported value-4.4K shares