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AlphaBaseline
Focused investors/Dennis Hong

Dennis Hong - ShawSpring Partners

As of Q1 2026, this manager reported 12 long-equity positions worth $267.61M in aggregate.

As of Q1 2026, Dennis Hong's ShawSpring Partners held 12 long-equity positions with a reported value of $267.61M.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Technology: 51.5% ($137.84M)Consumer Cyclical: 34.5% ($92.37M)Communication Services: 6.4% ($17.25M)Real Estate: 5.1% ($13.68M)Utilities: 2.4% ($6.47M)

Sector breakdown

  • Technology(6)51.5%
  • Consumer Cyclical(3)34.5%
  • Communication Services(1)6.4%
  • Real Estate(1)5.1%
  • Utilities(1)2.4%