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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 5 of 5 rows. Rows without a quote are marked unavailable.

1SESEA LTD45.06%Add +15.9%2,874,828$127.38M$44.3152w: $35.61 - $52.77; reported $44.31
2IACIAC INTERACTIVECORP23.82%Add +220.2%375,667$67.33M$179.23No quote
3JDJD COM INC12.84%Add +37.0%896,067$36.29M$40.5052w: $32.70 - $45.34; reported $40.50
4ANGIANGI HOMESERVICES INC11.37%Add +34.4%6,123,203$32.15M$5.2552w: $41.00 - $97.00; reported $5.25
5CVNACARVANA CO6.91%Reduce -44.7%354,621$19.54M$55.0952w: $4.43 - $23.05; reported $55.09