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
$792M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$45M
3
+$8.9M

Top Sells

1
+$41.2M
2
+$39M
3
+$17.8M
4
INTU icon
Intuit
INTU
+$11.3M
5
FOUR icon
Shift4
FOUR
+$7.31M

Sector Composition

1 Technology 60.41%
2 Consumer Discretionary 28.85%
3 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 14.77%
1,319,879
-82,554
2
$97.4M 12.3%
350,530
-64,088
3
$88.9M 11.23%
943,179
+94,382
4
$88.8M 11.21%
1,438,082
+1,195,675
5
$85M 10.74%
1,925,932
-933,031
6
$83.8M 10.59%
2,653,687
+1,424,349
7
$72.8M 9.19%
2,963,346
-247,113
8
$66.7M 8.43%
289,420
-169,001
9
$66.4M 8.39%
106,952
-18,225
10
$24.9M 3.14%
6,629,990
-86,154