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 11 rows. Rows without a quote are marked unavailable.
| 1 | INTU | INTUIT | 13.80% | Reduce -16.8% | 138,823 | $109.34M | $787.63 | |
| 2 | CSGP | COSTAR GROUP INC | 13.76% | Add +18.1% | 1,356,060 | $109.03M | $80.40 | |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 13.48% | Add +8.7% | 1,561,613 | $106.85M | $68.42 | |
| 4 | OKTA | OKTA INC | 12.04% | New | 954,293 | $95.4M | $99.97 | |
| 5 | MNDY | MONDAY COM LTD | 11.16% | Reduce -25.7% | 281,212 | $88.44M | $314.48 | |
| 6 | NCNO | NCINO INC | 10.19% | Reduce -20.9% | 2,887,766 | $80.77M | No quote | No quote |
| 7 | FOUR | SHIFT4 PMTS INC | 9.74% | Reduce -13.4% | 778,722 | $77.18M | $99.11 | |
| 8 | BRZE | BRAZE INC | 8.94% | Add +6.2% | 2,519,600 | $70.8M | $28.10 | |
| 9 | BLND | BLEND LABS INC | 3.71% | - | 8,911,039 | $29.41M | $3.30 | |
| 10 | VERX | VERTEX INC | 3.18% | Add +45.4% | 712,445 | $25.17M | No quote | No quote |
| 11 | HLT | HILTON WORLDWIDE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |