SmartMoneyDB

ShawSpring Partners LLC

BOSTON, MA · CIK 0001766908

Portfolio Value: $492.13M
Positions: 5
Period: 2020-09-30
Filed: 2020-11-13

Portfolio Value

$492.13M

Positions

5

New

2

Increased

1

Decreased

2

Sold Out

3

ShawSpring Partners LLC Q3 2020 13F Filing Summary

ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $492.13M across 5 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include SE ($185.37M), INTR ($98.91M), XYZ ($91.53M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 new positions, 1 increases, 2 reductions, 3 complete exits. Notable new buys: INTR ($98.91M), MTCH ($86.21M). Notable exits: JD, IACIEUR, CVNA.

All Holdings

#StockValueWeightChange
1
SESEA LTD
SPONSORD ADS
$185.37M
37.67%
+14.5%
2
INTRIAC INTERACTIVECORP NEW
COM
$98.91M
20.10%
New
3
XYZSQUARE INC
CL A
$91.53M
18.60%
-30.9%
4
MTCHMATCH GROUP INC NEW
COM
$86.21M
17.52%
New
5
ANGIANGI HOMESERVICES INC
COM CL A
$30.10M
6.12%
-11.4%

Position Changes

StockValueShares
INTRIAC INTERACTIVECORP NEW
$98.91M825,763
MTCHMATCH GROUP INC NEW
$86.21M779,110