Dennis Hong - ShawSpring Partners 13F Activity & Position Changes (Q3 2020)
According to the SEC 13F filed on Nov 13, 2020, the ShawSpring Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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
|