Dennis Hong - ShawSpring Partners
Superinvestor profile · Rank #143 by reported 13F value (2026 Q2 filers) · CIK 0001766908 · All profiles
Founded 2014Boston, Massachusetts, U.S.Long-term, highly concentrated global growth, technology/internet/consumer, 5-10 stocksKey person: Dennis Hong (founder and managing partner)
Reported 13F value
$232M
Period 2026-06-30 · Filed 2026-08-14
Positions
11
Top 10 = 97.0% of value
Clone CAGR (full window)
+19.7%
2019-02-12 → 2026-10-02 · cumulative +294%
SPY CAGR (same window)
+16.2%
Cumulative +215%
Max drawdown (monthly)
-70%
Month-end values, approximate
Latest-quarter activity
2 new · 3 exited
4 increased · 5 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2019-02-12 → 2026-10-02, 30 filings) | +19.67% | Cumulative +293.9% vs SPY +214.7% |
| Trailing 10Y | — | |
| Trailing 5Y | -15.63% | |
| Trailing 3Y | +4.94% | |
| Trailing 1Y | -25.63% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| BABA | Alibaba Group Hldg Ltd | 16.92% | $39M |
| AMZN | Amazon Com Inc | 16.13% | $37M |
| OKTA | Okta Inc | 13.80% | $32M |
| ZS | Zscaler Inc | 10.18% | $24M |
| CR | Crane Company | 7.82% | $18M |
| MSFT | Microsoft Corp | 7.31% | $17M |
| FWONK | Liberty Media Corp Del | 7.00% | $16M |
| CPNG | Coupang Inc | 6.89% | $16M |
| BRZE | Braze Inc | 5.99% | $14M |
| GDS | Gds Hldgs Ltd | 4.92% | $11M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.good-investing.net/2020/07/27/dennis-hong-shawspring-partners/ — Hong founded ShawSpring Partners in Boston in 2014, launching on July 15, 2014 with about $11 million after leaving Harvard Business School's MBA programme after one year; he previously worked at the Yale Investments Office, Matrix Capital and Altimeter Capital.