SP

ShawSpring Partners Portfolio holdings

AUM $792M
1-Year Est. Return 17.66%
This Quarter Est. Return
1 Year Est. Return
+17.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$86.2M
2
+$23.5M

Top Sells

1
+$51.4M
2
+$50.8M
3
+$41M
4
CVNA icon
Carvana
CVNA
+$27.3M
5
ANGI icon
Angi Inc
ANGI
+$3.88M

Sector Composition

1 Communication Services 43.73%
2 Consumer Discretionary 37.67%
3 Technology 18.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$185M 37.67%
1,203,402
+152,738
2
$98.9M 20.1%
1,512,927
-786,550
3
$91.5M 18.6%
563,099
-252,053
4
$86.2M 17.52%
+779,110
5
$30.1M 6.12%
271,308
-34,950
6
– –
-227,057
7
– –
-844,108