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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 2026-05-10 from SEC 13F data.

Live quotes available for 6 of 7 rows. Rows without a quote are marked unavailable.

1IACIAC INC35.77%Reduce -2.1%4,181,399$262.59M$62.8052w: $41.52 - $81.66; reported $62.80
2CPNGCOUPANG INC22.47%Add +5.4%9,478,703$164.93M$17.4052w: $12.66 - $21.38; reported $17.40
3SESEA LTD14.54%Reduce -0.3%1,838,289$106.69M$58.0452w: $40.66 - $93.70; reported $58.04
4HLTHILTON WORLDWIDE HLDGS INC14.23%Add +8.2%717,821$104.48M$145.5552w: $108.41 - $152.89; reported $145.55
5INTUINTUIT11.53%Reduce -11.3%184,786$84.67M$458.1952w: $352.63 - $490.83; reported $458.19
6BLNDBLEND LABS INC1.45%Add +8.2%11,241,342$10.65M$0.9552w: $0.53 - $3.82; reported $0.95
7SNOWSNOWFLAKE INC-Sold0$0No quoteNo quote