LatticeworkTHE EVIDENCE DESK

Manager Evidence

What did Dennis Hong actually do?

A source-backed history of material decisions from ShawSpring Partners. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions
8
Stocks observed
4
Outcomes observed
8

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

  1. Q2 2026

    filed Aug 14, 2026

    45d lag

    BABAADD+41.0%

    Dennis Hong · 16.9% of reported portfolio

    Original SEC filing ↗

    -15.0% vs SPY

    34 sessions after disclosure

    direction not supported so far

  2. Q2 2026

    filed Aug 14, 2026

    45d lag

    MSFTNEWNEW

    Dennis Hong · 7.3% of reported portfolio

    Original SEC filing ↗

    +8.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    INTUEXITEXIT

    Dennis Hong · 6.6% of reported portfolio

    Original SEC filing ↗

    -16.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  4. Q1 2026

    filed May 14, 2026

    44d lag

    AMZNADD+57.5%

    Dennis Hong · 14.5% of reported portfolio

    Original SEC filing ↗

    -5.9% vs SPY

    63 sessions after disclosure

    direction not supported so far

  5. Q1 2026

    filed May 14, 2026

    44d lag

    BABATRIM-23.2%

    Dennis Hong · 10.4% of reported portfolio

    Original SEC filing ↗

    -11.1% vs SPY

    63 sessions after disclosure

    direction supported so far

  6. Q4 2025

    filed Feb 13, 2026

    44d lag

    INTUTRIM-55.6%

    Dennis Hong · 11.6% of reported portfolio

    Original SEC filing ↗

    -4.6% vs SPY

    63 sessions after disclosure

    direction supported so far

  7. Q4 2025

    filed Feb 13, 2026

    44d lag

    BABANEWNEW

    Dennis Hong · 10.4% of reported portfolio

    Original SEC filing ↗

    -23.2% vs SPY

    63 sessions after disclosure

    direction not supported so far

  8. Q4 2025

    filed Feb 13, 2026

    44d lag

    AMZNNEWNEW

    Dennis Hong · 5.1% of reported portfolio

    Original SEC filing ↗

    +22.8% vs SPY

    63 sessions after disclosure

    direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.