ShawSpring Partners LLC Long-Term Concentrated

CIK: 0001766908 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $153,133 (100.0% shares, 0.0% debt)

Holdings (5)

SE SEA LTD 28.8%

Value ($000) $44,055 Shares 1,423,426 Est. Cost $24.65 Unrealized —

CVNA CARVANA CO 26.1%

Value ($000) $39,930 Shares 605,005 Est. Cost $42.09 Unrealized +70.7%

— ANGI HOMESERVICES INC 19.3%

Value ($000) $29,583 Shares 4,175,404 Est. Cost $8.87 Unrealized —

— IAC INTERACTIVECORP 14.8%

Value ($000) $22,628 Shares 103,814 Est. Cost $183.04 Unrealized —

JD JD COM INC 11.1%

Value ($000) $16,937 Shares 600,383 Est. Cost $21.42 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SE	SEA LTD	1,423,426	$44,055	28.8%	$24.65	—	SPONSORED ADS	81141R100
CVNA	CARVANA CO	605,005	$39,930	26.1%	$42.09	+70.7%	CL A	146869102
—	ANGI HOMESERVICES INC	4,175,404	$29,583	19.3%	$8.87	—	COM CL A	00183L102
—	IAC INTERACTIVECORP	103,814	$22,628	14.8%	$183.04	—	COM	44919P508
JD	JD COM INC	600,383	$16,937	11.1%	$21.42	—	SPON ADR CL A	47215P106