SEC 13F Intelligence

Managers / Q1 2022 · view latest →

ShawSpring Partners LLC

CIK 0001766908 · 171 NEWBURY STREET, SUITE 5, BOSTON, MA, 02116 · 6173104877

Reported Value
$727M
Q1 2022
Positions
4
Filings on Record
30
2019–present window
Filed
May 16, 2022
original filing

Summary

Shawspring Partners LLC reported $727M in U.S.-listed holdings across 4 positions for Q1 2022.

The portfolio is heavily concentrated: 0J7Q alone accounts for 45.8% of reported value.

Compared with Q4 2021, the fund opened 2 new positions and exited 2.

Portfolio Metrics

Turnover
+24.2%
vs prior filed quarter
Largest Position
+45.8%
Iac Interactivecorp
New / Exited
2 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $97MQ4 ’18Q1 ’19: $159MQ2 ’19: $171MQ3 ’19: $153MQ4 ’19: $250MQ4 ’19Q1 ’20: $283MQ2 ’20: $446MQ3 ’20: $492MQ4 ’20: $708MQ4 ’20Q1 ’21: $802MQ2 ’21: $1.1BQ3 ’21: $959MQ4 ’21: $811MQ4 ’21Q1 ’22: $727MQ2 ’22: $565MQ3 ’22: $720MQ4 ’22: $630MQ4 ’22Q1 ’23: $759MQ2 ’23: $734MQ3 ’23: $597MQ4 ’23: $609MQ4 ’23Q1 ’24: $779MQ2 ’24: $693MQ3 ’24: $792MQ4 ’24: $755MQ4 ’24Q1 ’25: $728MQ2 ’25: $792MQ3 ’25: $673MQ4 ’25: $531MQ4 ’25Q1 ’26: $268Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.8%ADR: 31.2%
  • Common Stock · 68.8% · $500M
  • ADR · 31.2% · $227M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CPNGCOUPANG INCNEW+7.04M7.04M+$124M$124M
BLNDBLEND LABS INCNEW+7.52M7.52M+$43M$43M
SESEA LTDADDED+964.9K1.89M+$19M$227M
XYZSQUARE INCSOLD OUT−443.2K0−$72M$0
ANGI1EURANGI HOMESERVICES INCSOLD OUT−4.50M0−$41M$0
0J7QIAC INTERACTIVECORPTRIMMED−431.5K3.32M−$157M$333M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

4 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
10J7QIAC INTERACTIVECORPhistory →COM NEW45.75%$333M3.32M
2SESEA LTDhistory →SPONSORD ADS31.22%$227M1.89M
3CPNGCOUPANG INChistory →CL A17.12%$124M7.04M
4BLNDBLEND LABS INChistory →CL A5.90%$43M7.52M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$268M12May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$531M11Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$673M11Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$792M10Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$728M10May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$755M11Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$792M10Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$693M10Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$779M8May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$609M6Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$597M6Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$734M6Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$759M7May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$630M7Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$720M7Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$565M6Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$727M4May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$811M4Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$959M5Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.1B6Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$802M5May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$708M5Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$492M5Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$446M6Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$283M5May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$250M5Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$153M5Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$171M5Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$159M4May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$97M3Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.