Question 1

What stocks did Dennis Hong buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Dennis Hong added 2 new positions and increased 5 existing holdings, totaling $122.8M in buy activity. New positions alone account for $35.1M.

Question 2

What was Dennis Hong's biggest new buy?

Accepted Answer

Dennis Hong's largest new position in the Q2 '26 filing was CRANE COMPANY (CR) at $18.2M, representing 7.82% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
CR	CRANE COMPANY	81370	$18.2M	7.82%
MSFT	MICROSOFT CORP	45495	$17.0M	7.31%

Ticker	Company	Shares	Value	% Portfolio	Change
BABA	ALIBABA GROUP HLDG LTD	409153	$39.3M	16.92%	+41.0%
CPNG	COUPANG INC	920068	$16.0M	6.89%	+1.5%
BRZE	BRAZE INC	641194	$13.9M	5.99%	+-42.3%
GDHLF	GDS HLDGS LTD	380078	$11.4M	4.92%	+71.4%
CEG	CONSTELLATION ENERGY CORP	28451	$7.1M	3.04%	+22.8%

Dennis Hong — Recent Buys

New positions (2)

Increased positions (5)