Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q3 2020)
As of Sep 30, 2020, the ShawSpring Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2020, the filing reported:
New Buys - Match Group, Inc.
Increases - Sea Limited
Reductions - Angi Inc., Block, Inc.
Complete Exits - Carvana Co., JD.com, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2020
|
ANGI
Angi Inc.
|
Sell |
-349,500
|
|
Q3 2020
|
CVNA
Carvana Co.
|
Sell - Position Exit |
-227,057
|
|
Q3 2020
|
JD
JD.com, Inc.
|
Sell - Position Exit |
-844,108
|
|
Q3 2020
|
MTCH
Match Group, Inc.
|
Buy - Position Entry |
+779,110
|
|
Q3 2020
|
SE
Sea Limited
|
Buy |
+152,738
|
|
Q3 2020
|
SQ
Block, Inc.
|
Sell |
-252,053
|