Dennis Hong - ShawSpring Partners Investment Strategy (Jun 30, 2025)
As of Jun 30, 2025, the ShawSpring Partners portfolio managed by Dennis Hong demonstrates a sophisticated investment approach with 15 positions and an average holding period of 628 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Real Estate, Technology sectors with a typical position size of 12.1% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 12.09% and sector diversification of 4%, exemplified by the case study of INTUIT (INTU). 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 | 1.7 years | Style | Average duration positions are maintained |
| Position Count | 15 | Style | Number of active positions in portfolio |
| Position Size | 12.1% | Risk | Typical allocation per position |
| Win Rate | 52.6% | Performance | Percentage of profitable positions |
| Average Return | 8.6% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: INTUIT (INTU)
9/30/2022 - 11/9/2025
Performance Metrics
Total Return: 94,675.27%
Holding Period: 1136 days
Max Position Size: $109,341,159.00
Position Weight: 11.78%
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