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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
+17.93%
1-year
-28.31%
3-year
-9.15%
5-year
-61.66%
3-year vs S&P 500
-82.39%
5-year vs S&P 500
-135.76%
5-year top 5
-61.32%

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 2026-09-19 from SEC 13F data.

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

1SESEA LTD39.96%Add +74.2%2,479,380$99.72M$40.22No quote
2CVNACARVANA CO23.64%Add +5.9%640,785$58.98M$92.05No quote
3ANGIANGI HOMESERVICES INC15.46%Add +9.1%4,555,236$38.58M$8.47No quote
4IACIAC INTERACTIVECORP11.71%Add +13.0%117,338$29.23M$249.11No quote
5JDJD COM INC9.23%Add +8.9%653,883$23.04M$35.23No quote