Dennis Hong ShawSpring Partners
Dennis Hong is the founder of ShawSpring Partners, a concentrated investment firm focused on high-quality growth businesses, often in technology-enabled industries. The portfolio typically features a limited number of positions held with a multi-year horizon. Hong’s firm is followed by investors who track small, research-intensive growth managers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PPLI
People Inc
PPLI
|
+$47.4M |
| 2 |
JD.com
JD
|
+$29.6M |
| 3 |
Carvana
CVNA
|
+$29.3M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 52.2% |
| 2 | Communication Services | 47.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PPLI
1
People Inc
PPLI
$2.86B
| $46.2M | 47.8% |
+1,412,074
| New | +$47.4M |
|
|
2
JD.com
JD
$39.7B
| $27.7M | 28.64% |
+1,322,297
| New | +$29.6M |
|
|
3
Carvana
CVNA
$76.9B
| $22.8M | 23.56% |
+3,479,305
| New | +$29.3M |
|
Similar funds
Dennis Hong's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Dennis Hong, which disclosed 3 positions worth $96.6M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is People Inc: 1,412,074 shares worth $46.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 52% of assets, followed by Communication Services.
- Dennis Hong's largest Q4 2018 buy was People Inc: 1,412,074 shares worth $46.2M.
- Dennis Hong's ten largest holdings make up 100% of its $96.6M portfolio in Q4 2018.
- Dennis Hong disclosed 3 positions in Q4 2018, its first 13F filing on record.
Based on ShawSpring Partners's 13F filing for Q4 2018, filed 12 Feb 2019.