ShawSpring Partners LLC Long-Term Concentrated

CIK: 0001766908 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $249,554 (100.0% shares, 0.0% debt)

Holdings (5)

SE SEA LTD 40.0%

Value ($000) $99,721 Shares 2,479,380 Est. Cost $31.28 Unrealized —

CVNA CARVANA CO 23.6%

Value ($000) $58,984 Shares 640,785 Est. Cost $44.41 Unrealized +88.4%

— ANGI HOMESERVICES INC 15.5%

Value ($000) $38,583 Shares 4,555,236 Est. Cost $8.83 Unrealized —

— IAC INTERACTIVECORP 11.7%

Value ($000) $29,230 Shares 117,338 Est. Cost $190.66 Unrealized —

JD JD COM INC 9.2%

Value ($000) $23,036 Shares 653,883 Est. Cost $22.55 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SE	SEA LTD	2,479,380	$99,721	40.0%	$31.28	—	SPONSORED ADS	81141R100
CVNA	CARVANA CO	640,785	$58,984	23.6%	$44.41	+88.4%	CL A	146869102
—	ANGI HOMESERVICES INC	4,555,236	$38,583	15.5%	$8.83	—	COM CL A	00183L102
—	IAC INTERACTIVECORP	117,338	$29,230	11.7%	$190.66	—	COM	44919P508
JD	JD COM INC	653,883	$23,036	9.2%	$22.55	—	SPON ADR CL A	47215P106