As of Q1 2026, Dennis Hong reported 12 long-equity positions worth $267.61M in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Add +57.5% | 14.51% | 186,499 | $38.84M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| ZS | ZSCALER INC | New | 10.51% | 200,416 | $28.12M | $140.29 | $128.00 - $231.48(12%)$220.57 -> $140.29 |
| CPNG | COUPANG INC | New | 6.39% | 906,291 | $17.11M | $18.88 | $16.74 - $23.70(31%)$23.37 -> $18.88 |
| GDS | GDS HLDGS LTD | New | 3.34% | 221,782 | $8.94M | $40.29 | $36.32 - $48.61(32%)$38.34 -> $40.29 |
| CEG | CONSTELLATION ENERGY CORP | New | 2.42% | 23,167 | $6.47M | $279.25 | $243.30 - $378.50(27%)$366.25 -> $279.25 |
