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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 6 rows. Rows without a quote are marked unavailable.

1IACIAC INTERACTIVECORP29.77%Add +9.4%410,958$132.9M$323.40No quote
2SESEA LTD25.24%Reduce -63.5%1,050,664$112.67M$107.2452w: $35.61 - $116.00; reported $107.24
3SQSQUARE INC19.16%New815,152$85.54MNo quoteNo quote
4JDJD.COM INC11.38%Reduce -5.8%844,108$50.8M$60.1852w: $32.70 - $62.42; reported $60.18
5ANGIANGI HOMESERVICES INC8.34%Reduce -50.0%3,062,583$37.21M$12.1552w: $41.00 - $133.80; reported $12.15
6CVNACARVANA CO6.11%Reduce -36.0%227,057$27.29M$120.2052w: $4.43 - $26.37; reported $120.20