ShawSpring Partners LLC Activity Q4 2018-Q2 2024

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Q2 2024

			Value		Shares		↓ Weighting
IAC	New	IAC INC	$109,878,945	–	2,345,335	–	15.85%	–
FOUR	New	SHIFT4 PMTS INCcl a	$102,868,461	–	1,402,433	–	14.84%	–
HLT	New	HILTON WORLDWIDE HLDGS INC	$100,027,462	–	458,421	–	14.43%	–
MNDY	New	MONDAY COM LTD	$99,823,430	–	414,618	–	14.40%	–
INTU	New	INTUIT	$82,267,576	–	125,177	–	11.87%	–
CPNG	New	COUPANG INCcl a	$67,259,116	–	3,210,459	–	9.70%	–
SE	New	SEA LTDsponsord ads	$60,621,082	–	848,797	–	8.74%	–
	New	NCINO INC	$38,662,680	–	1,229,338	–	5.58%	–
PCOR	New	PROCORE TECHNOLOGIES INC	$16,074,008	–	242,407	–	2.32%	–
	New	BLEND LABS INCcl a	$15,850,100	–	6,716,144	–	2.29%	–

Q4 2023

			Value		Shares		↓ Weighting
	Exit	BLEND LABS INCcl a	$0	–	-4,721,154	–	-1.08%	–
INTU	Exit	INTUIT	$0	–	-152,003	–	-13.00%	–
HLT	Exit	HILTON WORLDWIDE HLDGS INC	$0	–	-605,066	–	-15.21%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-2,580,582	–	-18.99%	–
CPNG	Exit	COUPANG INCcl a	$0	–	-7,267,631	–	-20.68%	–
IAC	Exit	IAC INC	$0	–	-3,678,597	–	-31.03%	–

Q3 2023

			Value		Shares		↓ Weighting
IAC	Sell	IAC INC	$185,364,503	-29.4%	3,678,597	-12.0%	31.03%	-13.3%
CPNG	Sell	COUPANG INCcl a	$123,549,727	-25.1%	7,267,631	-23.3%	20.68%	-7.9%
SE	Buy	SEA LTDsponsord ads	$113,416,579	+6.3%	2,580,582	+40.4%	18.99%	+30.6%
HLT	Sell	HILTON WORLDWIDE HLDGS INC	$90,868,812	-13.0%	605,066	-15.7%	15.21%	+6.9%
INTU	Sell	INTUIT	$77,664,413	-8.3%	152,003	-17.7%	13.00%	+12.7%
	Sell	BLEND LABS INCcl a	$6,467,981	-39.3%	4,721,154	-58.0%	1.08%	-25.4%

Q2 2023

			Value		Shares		↓ Weighting
IAC	New	IAC INC	$262,591,857	–	4,181,399	–	35.78%	–
CPNG	New	COUPANG INCcl a	$164,929,432	–	9,478,703	–	22.47%	–
SE	New	SEA LTDsponsord ads	$106,694,294	–	1,838,289	–	14.54%	–
HLT	New	HILTON WORLDWIDE HLDGS INC	$104,478,847	–	717,821	–	14.23%	–
INTU	New	INTUIT	$84,667,097	–	184,786	–	11.54%	–
	New	BLEND LABS INCcl a	$10,647,799	–	11,241,342	–	1.45%	–

Q4 2022

			Value		Shares		↓ Weighting
	Exit	BLEND LABS INCcl a	$0	–	-9,366,675	–	-2.87%	–
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-274,759	–	-6.48%	–
INTU	Exit	INTUIT	$0	–	-207,319	–	-11.14%	–
CPNG	Exit	COUPANG INCcl a	$0	–	-6,185,472	–	-14.31%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-2,411,798	–	-18.76%	–
HLT	Exit	HILTON WORLDWIDE HLDGS INC	$0	–	-1,165,622	–	-19.51%	–
IAC	Exit	IAC INTERACTIVECORP	$0	–	-3,501,073	–	-26.91%	–

Q3 2022

			Value		Shares		↓ Weighting
IAC	Buy	IAC INTERACTIVECORP	$193,889,000	-16.8%	3,501,073	+14.1%	26.91%	-34.8%
HLT	Buy	HILTON WORLDWIDE HLDGS INC	$140,597,000	+132.0%	1,165,622	+114.3%	19.51%	+81.9%
SE	Buy	SEA LTDsponsord ads	$135,181,000	+3.8%	2,411,798	+23.8%	18.76%	-18.6%
CPNG	Sell	COUPANG INCcl a	$103,112,000	+20.0%	6,185,472	-8.2%	14.31%	-6.0%
INTU	New	INTUIT	$80,299,000	–	207,319	–	11.14%	–
SNOW	Buy	SNOWFLAKE INCcl a	$46,698,000	+34.3%	274,759	+9.9%	6.48%	+5.3%
	Buy	BLEND LABS INCcl a	$20,700,000	+2.8%	9,366,675	+9.8%	2.87%	-19.4%

Q2 2022

			Value		Shares		↓ Weighting
IAC	New	IAC INTERACTIVECORP	$233,124,000	–	3,068,629	–	41.28%	–
SE	New	SEA LTDsponsord ads	$130,217,000	–	1,947,612	–	23.06%	–
CPNG	New	COUPANG INCcl a	$85,949,000	–	6,741,064	–	15.22%	–
HLT	New	HILTON WORLDWIDE HLDGS INC	$60,604,000	–	543,825	–	10.73%	–
SNOW	New	SNOWFLAKE INCcl a	$34,765,000	–	250,000	–	6.16%	–
	New	BLEND LABS INCcl a	$20,140,000	–	8,534,033	–	3.57%	–

Q4 2021

			Value		Shares		↓ Weighting
ANGI	Exit	ANGI INC	$0	–	-4,133,123	–	-5.32%	–
VMEO	Exit	VIMEO INC	$0	–	-2,952,085	–	-9.04%	–
SQ	Exit	SQUARE INCcl a	$0	–	-610,340	–	-15.26%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-925,913	–	-30.86%	–
IAC	Exit	IAC INTERACTIVECORP NEW	$0	–	-2,906,872	–	-39.51%	–

Q3 2021

			Value		Shares		↓ Weighting
IAC	Buy	IAC INTERACTIVECORP NEW	$378,736,000	+29.5%	2,906,872	+53.3%	39.51%	+42.2%
SE	Sell	SEA LTDsponsord ads	$295,764,000	-15.0%	925,913	-27.0%	30.86%	-6.7%
SQ	Sell	SQUARE INCcl a	$146,323,000	-9.8%	610,340	-8.3%	15.26%	-1.0%
VMEO	Buy	VIMEO INC	$86,703,000	-35.0%	2,952,085	+8.5%	9.04%	-28.6%
ANGI	Buy	ANGI INC	$51,003,000	-6.1%	4,133,123	+2.8%	5.32%	+3.1%
MTCH	Exit	MATCH GROUP INC NEW	$0	–	-384,962	–	-5.90%	–

Q2 2021

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsord ads	$348,097,000	–	1,267,927	–	33.07%	–
IAC	New	IAC INTERACTIVECORP NEW	$292,417,000	–	1,896,715	–	27.78%	–
SQ	New	SQUARE INCcl a	$162,219,000	–	665,840	–	15.41%	–
VMEO	New	VIMEO INC	$133,333,000	–	2,721,086	–	12.67%	–
MTCH	New	MATCH GROUP INC NEW	$62,075,000	–	384,962	–	5.90%	–
ANGI	New	ANGI INC	$54,339,000	–	4,019,123	–	5.16%	–

Q4 2020

			Value		Shares		↓ Weighting
ANGI	Exit	ANGI HOMESERVICES INC	$0	–	-2,713,083	–	-6.12%	–
MTCH	Exit	MATCH GROUP INC NEW	$0	–	-779,110	–	-17.52%	–
SQ	Exit	SQUARE INCcl a	$0	–	-563,099	–	-18.60%	–
IAC	Exit	IAC INTERACTIVECORP NEW	$0	–	-825,763	–	-20.10%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-1,203,402	–	-37.67%	–

Q3 2020

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDsponsord ads	$185,372,000	+64.5%	1,203,402	+14.5%	37.67%	+49.2%
IAC	New	IAC INTERACTIVECORP NEW	$98,910,000	–	825,763	–	20.10%	–
SQ	Sell	SQUARE INCcl a	$91,532,000	+7.0%	563,099	-30.9%	18.60%	-2.9%
MTCH	New	MATCH GROUP INC NEW	$86,209,000	–	779,110	–	17.52%	–
ANGI	Sell	ANGI HOMESERVICES INC	$30,102,000	-19.1%	2,713,083	-11.4%	6.12%	-26.6%
CVNA	Exit	CARVANA COcl a	$0	–	-227,057	–	-6.11%	–
JD	Exit	JD.COM INCspon adr cl a	$0	–	-844,108	–	-11.38%	–
IAC	Exit	IAC INTERACTIVECORP	$0	–	-410,958	–	-29.77%	–

Q2 2020

			Value		Shares		↓ Weighting
IAC	New	IAC INTERACTIVECORP	$132,904,000	–	410,958	–	29.77%	–
SE	New	SEA LTDsponsored ads	$112,673,000	–	1,050,664	–	25.24%	–
SQ	New	SQUARE INCcl a	$85,542,000	–	815,152	–	19.16%	–
JD	New	JD.COM INCspon adr cl a	$50,798,000	–	844,108	–	11.38%	–
ANGI	New	ANGI HOMESERVICES INC	$37,210,000	–	3,062,583	–	8.34%	–
CVNA	New	CARVANA COcl a	$27,292,000	–	227,057	–	6.11%	–

Q4 2019

			Value		Shares		↓ Weighting
JD	Exit	JD COM INCspon adr cl a	$0	–	-600,383	–	-11.06%	–
IAC	Exit	IAC INTERACTIVECORP	$0	–	-103,814	–	-14.78%	–
ANGI	Exit	ANGI HOMESERVICES INC	$0	–	-4,175,404	–	-19.32%	–
CVNA	Exit	CARVANA COcl a	$0	–	-605,005	–	-26.08%	–
SE	Exit	SEA LTDsponsored ads	$0	–	-1,423,426	–	-28.77%	–

Q3 2019

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDsponsored ads	$44,055,000	+0.7%	1,423,426	+8.1%	28.77%	+12.2%
CVNA	Sell	CARVANA COcl a	$39,930,000	-15.7%	605,005	-20.1%	26.08%	-6.1%
ANGI	Buy	ANGI HOMESERVICES INC	$29,583,000	+81.3%	4,175,404	+232.9%	19.32%	+102.0%
IAC	Sell	IAC INTERACTIVECORP	$22,628,000	-51.1%	103,814	-51.2%	14.78%	-45.5%
JD	Buy	JD COM INCspon adr cl a	$16,937,000	-0.1%	600,383	+7.3%	11.06%	+11.3%

Q2 2019

			Value		Shares		↓ Weighting
CVNA	New	CARVANA COcl a	$47,373,000	–	756,885	–	27.76%	–
IAC	New	IAC INTERACTIVECORP	$46,255,000	–	212,639	–	27.10%	–
SE	New	SEA LTDsponsored ads	$43,763,000	–	1,317,375	–	25.64%	–
JD	New	JD COM INCspon adr cl a	$16,953,000	–	559,683	–	9.93%	–
ANGI	New	ANGI HOMESERVICES INC	$16,320,000	–	1,254,426	–	9.56%	–

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