SP

ShawSpring Partners Portfolio holdings

AUM $792M
This Quarter Return
+56.62%
1 Year Return
+17.66%
3 Year Return
+50.23%
5 Year Return
+22.67%
10 Year Return
AUM
$159M
AUM Growth
+$159M
Cap. Flow
+$25.7M
Cap. Flow %
16.16%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
1
Closed

Top Buys

1
SE icon
Sea Limited
SE
$29M
2
CVNA icon
Carvana
CVNA
$10.5M

Top Sells

1
JD icon
JD.com
JD
$13.8M

Sector Composition

1 Consumer Discretionary 66.65%
2 Communication Services 33.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IAC icon
1
IAC Inc
IAC
$2.94B
$53M 33.35% 252,363
CVNA icon
2
Carvana
CVNA
$51.4B
$50.9M 32.01% 876,506 +180,645 +26% +$10.5M
SE icon
3
Sea Limited
SE
$110B
$29M 18.23% +1,232,375 New +$29M
JD icon
4
JD.com
JD
$44.1B
$26.1M 16.4% 864,886 -457,411 -35% -$13.8M