Dennis Hong - ShawSpring Partners Investment Strategy & Portfolio Analysis
As of Mar 31, 2026, the ShawSpring Partners portfolio managed by Dennis Hong demonstrates a sophisticated investment approach with 21 positions and an average holding period of 713 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Real Estate, Technology, Utilities sectors with a typical position size of 11.2% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 11% and sector diversification of 5%, exemplified by the case study of OKTA INC (OKTA). This strategic framework provides insights into Dennis Hong's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.0 years | Style | Average duration positions are maintained |
| Position Count | 21 | Style | Number of active positions in portfolio |
| Position Size | 11.2% | Risk | Typical allocation per position |
| Win Rate | 43.3% | Performance | Percentage of profitable positions |
| Average Return | -0.5% | Performance | Mean return across positions |
| Sharpe Ratio | -0.01 | Performance | Return per unit of risk taken |
Investment Case Study: OKTA INC (OKTA)
06/30/2025 - 05/26/2026
Performance Metrics
Total Return: -62.47%
Holding Period: 330 days
Max Position Size: $95,400,671.00
Position Weight: 14.14%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure
Sector Focus
Typical allocation per position by sector focus.