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ShawSpring Partners

Q4 2018 13F · by Dennis Hong, portfolio manager

As of
Dec 31, 2018
Filed
Feb 12, 2019
US stock
$97M
Positions
3
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves

First filing on record. Nothing to compare against.

The book

Very concentrated · behaves like 3 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Turnover · first filing on record

  1. Low
  2. Moderate
  3. High

Top 5 positions100% of US stock

  1. IACI Iac / Interactivecorp (De) Com Stk held held47.8%
  2. JD JD.com, Inc. held held28.6%
  3. CVNA Carvana Co. held held23.6%

Positions3 in this filing · 0 exited

IACIIac / Interactivecorp (De) Com Stk47.80%252,363$46Mheld—new
JDJD.com, Inc.28.64%1,322,297$28Mheld—new
CVNACarvana Co.23.56%695,861$23Mheld—new

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Accession
0001766908-19-000001
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet