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Focused investors/Dennis Hong

Dennis Hong - ShawSpring Partners

As of Q2 2026, Dennis Hong reported 11 long-equity positions worth $232.08M in aggregate.

Copy-investor backtest

Latest quarter
+18.36%
1-year
-28.05%
3-year
-10.28%
5-year
-58.97%
3-year vs S&P 500
-83.52%
5-year vs S&P 500
-133.06%
5-year top 5
-57.87%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-14 from SEC 13F data.

Live quotes available for 11 of 14 rows. Rows without a quote are marked unavailable.

1BABAALIBABA GROUP HLDG LTD16.92%Add +41.0%409,153$39.27M$95.9852w: $91.99 - $192.67; reported $95.98
2AMZNAMAZON COM INC16.13%Reduce -15.8%157,020$37.42M$238.3452w: $196.00 - $278.56; reported $238.34
3OKTAOKTA INC13.80%Reduce -58.5%234,744$32.03M$136.4552w: $62.66 - $142.35; reported $136.45
4ZSZSCALER INC10.18%Reduce -16.5%167,305$23.62M$141.1552w: $114.63 - $336.99; reported $141.15
5CRCRANE COMPANY7.82%New81,370$18.15M$223.0752w: $159.58 - $226.39; reported $223.07
6MSFTMICROSOFT CORP7.31%New45,495$16.97M$373.0252w: $349.20 - $555.45; reported $373.02
7FWONKLIBERTY MEDIA CORP DEL7.00%Reduce -15.8%170,806$16.25M$95.1452w: $80.15 - $109.36; reported $95.14
8CPNGCOUPANG INC6.89%Add +1.5%920,068$15.98M$17.3752w: $14.92 - $34.08; reported $17.37
9BRZEBRAZE INC5.99%Reduce -42.3%641,194$13.91M$21.6952w: $15.26 - $37.33; reported $21.69
10GDSGDS HLDGS LTD4.92%Add +71.4%380,078$11.41M$30.0352w: $26.97 - $48.61; reported $30.03
11CEGCONSTELLATION ENERGY CORP3.04%Add +22.8%28,451$7.07M$248.3752w: $240.51 - $412.70; reported $248.37
14PCORPROCORE TECHNOLOGIES INC-Sold0$0No quoteNo quote
13INTUINTUIT-Sold0$0No quoteNo quote
12CSGPCOSTAR GROUP INC-Sold0$0No quoteNo quote