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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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Buys

These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
CRCRANE COMPANYNew7.82%81,370$18.15M$223.07$165.38 - $226.39(95%)$172.92 -> $223.23
MSFTMICROSOFT CORPNew7.31%45,495$16.97M$373.02$349.20 - $466.32(20%)$369.37 -> $373.02
BABAALIBABA GROUP HLDG LTDAdd +41.0%16.92%409,153$39.27M$95.98$91.99 - $146.87(7%)$123.73 -> $96.00
GDSGDS HLDGS LTDAdd +71.4%4.92%380,078$11.41M$30.03$28.45 - $46.84(9%)$41.66 -> $30.03
CEGCONSTELLATION ENERGY CORPAdd +22.8%3.04%28,451$7.07M$248.37$240.51 - $328.80(9%)$279.46 -> $248.37
CPNGCOUPANG INCAdd +1.5%6.89%920,068$15.98M$17.37$14.92 - $22.24(33%)$18.92 -> $17.37