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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 4 of 5 rows. Rows without a quote are marked unavailable.

1SESEA LTD35.33%Add +4.5%1,257,556$250.32M$199.0552w: $35.61 - $212.33; reported $199.05
2IACIAC INTERACTIVECORP NEW27.38%Add +24.1%1,024,591$194.01M$189.3552w: $66.68 - $127.56; reported $189.35
3MTCHMATCH GROUP INC NEW16.53%Reduce -0.6%774,556$117.11M$151.1952w: $44.74 - $159.53; reported $151.19
4SQSQUARE INC15.29%Reduce -11.6%497,740$108.33MNo quoteNo quote
5ANGIANGI HOMESERVICES INC5.47%Add +8.1%2,933,266$38.72M$13.2052w: $41.00 - $170.50; reported $13.20