SP
ShawSpring Partners Portfolio holdings
AUM
$792M
This Quarter Return
-23.61%
1 Year Return
+17.66%
3 Year Return
+50.23%
5 Year Return
+22.67%
10 Year Return
–
AUM
$96.6M
AUM Growth
–
Cap. Flow
+$96.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
IAC Inc
IAC
|
$46.2M |
| 2 |
JD.com
JD
|
$27.7M |
| 3 |
Carvana
CVNA
|
$22.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 52.2% |
| 2 | Communication Services | 47.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
IAC Inc
IAC
$2.94B
| $46.2M | 47.8% |
+252,363
| New | +$46.2M |
|
|
2
JD.com
JD
$44.1B
| $27.7M | 28.64% |
+1,322,297
| New | +$27.7M |
|
|
3
Carvana
CVNA
$51.4B
| $22.8M | 23.56% |
+695,861
| New | +$22.8M |
|