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 2026-05-07 from SEC 13F data.
Live quotes available for 8 of 12 rows. Rows without a quote are marked unavailable.
| 1 | INTU | INTUIT | 14.08% | Add +94.7% | 166,936 | $102.5M | $613.99 | |
| 2 | NCNO | NCINO INC | 13.78% | Add +38.9% | 3,651,918 | $100.32M | No quote | No quote |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 13.04% | Add +20.1% | 1,437,331 | $94.89M | $66.02 | |
| 4 | MNDY | MONDAY COM LTD | 12.65% | Reduce 0.0% | 378,711 | $92.09M | $243.16 | |
| 5 | CSGP | COSTAR GROUP INC | 12.50% | Add +26.2% | 1,148,302 | $90.98M | $79.23 | |
| 6 | BRZE | BRAZE INC | 11.77% | Add +58.2% | 2,373,386 | $85.63M | $36.08 | |
| 7 | FOUR | SHIFT4 PMTS INC | 10.09% | Reduce -7.3% | 898,874 | $73.45M | $81.71 | |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | 5.62% | Reduce -42.9% | 179,612 | $40.87M | $227.55 | |
| 9 | BLND | BLEND LABS INC | 4.10% | Add +25.9% | 8,911,039 | $29.85M | $3.35 | |
| 10 | VERX | VERTEX INC | 2.36% | New | 490,162 | $17.16M | No quote | No quote |
| 12 | SE | SEA LTD | - | Sold | 0 | $0 | No quote | No quote |
| 11 | IAC | IAC INC | - | Sold | 0 | $0 | No quote | No quote |