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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 2026-05-11 from SEC 13F data.

Live quotes available for 7 of 7 rows. Rows without a quote are marked unavailable.

1IACIAC INC29.03%Add +5.9%4,269,795$220.32M$51.6052w: $41.52 - $106.77; reported $51.60
2SESEA LTD21.02%Reduce -32.6%1,843,068$159.52M$86.5552w: $40.66 - $136.43; reported $86.55
3CPNGCOUPANG INC18.95%Add +42.1%8,990,248$143.84M$16.0052w: $8.98 - $21.38; reported $16.00
4HLTHILTON WORLDWIDE HLDGS INC12.32%Add +6.6%663,713$93.5M$140.8752w: $108.41 - $167.99; reported $140.87
5INTUINTUIT12.24%Add +6.7%208,393$92.91M$445.8352w: $339.36 - $507.71; reported $445.83
6SNOWSNOWFLAKE INC5.07%Reduce -22.5%249,626$38.51M$154.2952w: $110.27 - $244.05; reported $154.29
7BLNDBLEND LABS INC1.36%Add +4.6%10,386,061$10.35M$1.0052w: $0.76 - $5.22; reported $1.00