13F filing recap · Q1 2024

What did ShawSpring Partners buy in Q1 2024?

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

Stock value

$778.67M

Positions

Estimated turnover

45.2%

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

FOURShift4 Payments, Inc.$105.48Mreported value+1.60M shares MNDYMonday.com Ltd.$98.46Mreported value+435.9K shares

Increased positions

BLNDBlend Labs, Inc.$13.75Mreported value+230.1K shares+5.8%

Reduced positions

PPLIIac Inc.$164.65Mreported value-499.7K shares-13.9%HLTHilton Worldwide Holdings Inc.$121.74Mreported value-17.5K shares-3.0%SESea Limited$101.53Mreported value-815.0K shares-30.1%CPNGCoupang, Inc.$87.81Mreported value-1.38M shares