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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 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 4 rows. Rows without a quote are marked unavailable.

1IACIAC INTERACTIVECORP33.35%-252,363$53.02M$210.11No quote
2CVNACARVANA CO32.01%Add +26.0%876,506$50.89M$58.06No quote
3SESEA LTD18.23%New1,232,375$28.99M$23.52No quote
4JDJD COM INC16.40%Reduce -34.6%864,886$26.08M$30.15No quote