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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 2026-06-06 from SEC 13F data.

Live quotes available for 5 of 5 rows. Rows without a quote are marked unavailable.

1SESEA LTD28.77%Add +8.1%1,423,426$44.06M$30.95No quote
2CVNACARVANA CO26.08%Reduce -20.1%605,005$39.93M$66.00No quote
3ANGIANGI HOMESERVICES INC19.32%Add +232.8%4,175,404$29.58M$7.09No quote
4IACIAC INTERACTIVECORP14.78%Reduce -51.2%103,814$22.63M$217.97No quote
5JDJD COM INC11.06%Add +7.3%600,383$16.94M$28.21No quote