ShawSpring Partners LLC
BOSTON, MA · CIK 0001766908
Portfolio Value: $720.48M
Positions: 7
Period: 2022-09-30
Filed: 2022-11-10
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018
Portfolio Value
$720.48M
Positions
7
New
1
Increased
5
Decreased
1
Sold Out
8
ShawSpring Partners LLC Q3 2022 13F Filing Summary
ShawSpring Partners LLC (BOSTON, MA) reported a portfolio value of $720.48M across 7 positions in their Q3 2022 SEC 13F filing (period ending 2022-09-30). Top holdings include IAC ($193.89M), HLT ($140.60M), SE ($135.18M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 new positions, 5 increases, 1 reductions, 8 complete exits. Notable new buy: INTU ($80.30M). Notable exits: ANGI, XYZ, VMEO.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | IACIAC INTERACTIVECORP COM NEW | $193.89M | 26.91% | +14.1% |
| 2 | HLTHILTON WORLDWIDE HLDGS INC COM | $140.60M | 19.51% | +114.3% |
| 3 | SESEA LTD SPONSORD ADS | $135.18M | 18.76% | +23.8% |
| 4 | CPNGCOUPANG INC CL A | $103.11M | 14.31% | -8.2% |
| 5 | INTUINTUIT COM | $80.30M | 11.15% | New |
| 6 | SNOWSNOWFLAKE INC CL A | $46.70M | 6.48% | +9.9% |
| 7 | BLNDBLEND LABS INC CL A | $20.70M | 2.87% | +9.8% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
INTUINTUIT | $80.30M | 207,319 |