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.
Get email alerts when Dennis Hong files a new 13F — sign in or create a free account.
Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | Reduce -58.5% | 13.80% | 234,744 | $32.03M | $136.45 | $62.66 - $142.35(93%)$79.14 -> $136.45 |
| BRZE | BRAZE INC | Reduce -42.3% | 5.99% | 641,194 | $13.91M | $21.69 | $18.60 - $28.72(31%)$23.58 -> $21.69 |
| AMZN | AMAZON COM INC | Reduce -15.8% | 16.13% | 157,020 | $37.42M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| ZS | ZSCALER INC | Reduce -16.5% | 10.18% | 167,305 | $23.62M | $141.15 | $114.63 - $191.25(35%)$136.67 -> $141.15 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -15.8% | 7.00% | 170,806 | $16.25M | $95.14 | $84.26 - $96.02(93%)$85.36 -> $95.14 |
| CSGP | COSTAR GROUP INC | Sold | — | 0 | $0 | — | - |
| INTU | INTUIT | Sold | — | 0 | $0 | — | - |
| PCOR | PROCORE TECHNOLOGIES INC | Sold | — | 0 | $0 | — | - |