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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 6 rows. Rows without a quote are marked unavailable.

1IACIAC INC31.03%Reduce -12.0%3,678,597$185.36M$50.3952w: $41.52 - $69.85; reported $50.39
2CPNGCOUPANG INC20.68%Reduce -23.3%7,267,631$123.55M$17.0052w: $12.66 - $21.31; reported $17.00
3SESEA LTD18.99%Add +40.4%2,580,582$113.42M$43.9552w: $34.87 - $88.84; reported $43.95
4HLTHILTON WORLDWIDE HLDGS INC15.21%Reduce -15.7%605,066$90.87M$150.1852w: $116.59 - $157.14; reported $150.18
5INTUINTUIT13.00%Reduce -17.7%152,003$77.66M$510.9452w: $352.63 - $558.64; reported $510.94
6BLNDBLEND LABS INC1.08%Reduce -58.0%4,721,154$6.47M$1.3752w: $0.53 - $2.86; reported $1.37