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 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | FOUR | SHIFT4 PMTS INC | 14.40% | Add +60.7% | 1,251,374 | $96.86M | $77.40 | |
| 2 | OKTA | OKTA INC | 13.50% | Add +3.8% | 990,486 | $90.83M | $91.70 | |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | 11.69% | Reduce -31.0% | 1,077,913 | $78.6M | $72.92 | |
| 4 | INTU | INTUIT | 11.61% | Reduce -17.6% | 114,369 | $78.1M | $682.91 | |
| 5 | CSGP | COSTAR GROUP INC | 11.24% | Reduce -33.9% | 896,034 | $75.6M | $84.37 | |
| 6 | MNDY | MONDAY COM LTD | 10.78% | Add +33.1% | 374,221 | $72.48M | $193.69 | |
| 7 | BRZE | BRAZE INC | 7.82% | Reduce -26.6% | 1,848,244 | $52.56M | $28.44 | |
| 8 | NCNO | NCINO INC | 6.26% | Reduce -46.2% | 1,553,659 | $42.12M | No quote | No quote |
| 9 | BLND | BLEND LABS INC | 5.34% | Add +10.4% | 9,840,605 | $35.92M | $3.65 | |
| 10 | VERX | VERTEX INC | 3.99% | Add +51.8% | 1,081,446 | $26.81M | No quote | No quote |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | 3.38% | New | 217,523 | $22.72M | $104.45 |