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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 7 of 7 rows. Rows without a quote are marked unavailable.

1IACIAC INTERACTIVECORP26.91%Add +14.1%3,501,073$193.89M$55.3852w: $52.28 - $158.81; reported $55.38
2HLTHILTON WORLDWIDE HLDGS INC19.51%Add +114.3%1,165,622$140.6M$120.6252w: $108.41 - $167.99; reported $120.62
3SESEA LTD18.76%Add +23.8%2,411,798$135.18M$56.0552w: $52.38 - $372.70; reported $56.05
4CPNGCOUPANG INC14.31%Reduce -8.2%6,185,472$103.11M$16.6752w: $8.98 - $30.94; reported $16.67
5INTUINTUIT11.15%New207,319$80.3M$387.3252w: $339.36 - $716.86; reported $387.32
6SNOWSNOWFLAKE INC6.48%Add +9.9%274,759$46.7M$169.9652w: $110.27 - $405.00; reported $169.96
7BLNDBLEND LABS INC2.87%Add +9.8%9,366,675$20.7M$2.2152w: $2.10 - $16.26; reported $2.21