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
$1.05B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$133M
2 +$48.3M
3 +$22.8M
4
ANGI icon
Angi Inc
ANGI
+$7.92M

Top Sells

1 +$43.6M
2 +$22.3M

Sector Composition

1 Communication Services 38.84%
2 Consumer Discretionary 33.07%
3 Technology 28.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$348M 33.07%
1,267,927
+176,000
2
$292M 27.78%
2,312,096
-176,483
3
$162M 15.41%
665,840
+93,500
4
$133M 12.67%
+2,721,086
5
$62.1M 5.9%
384,962
-270,148
6
$54.3M 5.16%
401,912
+58,600