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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 2026-05-10 from SEC 13F data.

Live quotes available for 6 of 6 rows. Rows without a quote are marked unavailable.

1IACIAC INC30.84%Reduce -2.5%3,586,605$187.87M$52.3852w: $41.39 - $69.85; reported $52.38
2SESEA LTD17.99%Add +4.8%2,705,314$109.57M$40.5052w: $34.87 - $88.84; reported $40.50
3HLTHILTON WORLDWIDE HLDGS INC17.58%Reduce -2.8%588,222$107.11M$182.0952w: $124.50 - $183.51; reported $182.09
4CPNGCOUPANG INC16.77%Reduce -13.2%6,311,192$102.18M$16.1952w: $12.66 - $19.99; reported $16.19
5INTUINTUIT15.14%Reduce -2.9%147,577$92.24M$625.0352w: $370.62 - $631.07; reported $625.03
6BLNDBLEND LABS INC1.67%Reduce -15.3%4,000,769$10.2M$2.5552w: $0.53 - $2.75; reported $2.55