VY
Virginia Yee Portfolio
Invests via Ampersand Capital Group LP | Managed by Virginia Yee
Invests via Ampersand Capital Group LP
Managed by Virginia Yee
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and financial-services companies. Virginia Yee has held roles across investment banking, corporate development and venture capital, known for deal sourcing, strategic partnerships and board advisory. Educational background includes business and finance studies and early product and M&A experience. She evaluates late-seed to Series B opportunities with emphasis on fintech, SaaS and marketplaces and maintains cross‑border networks in Asia‑Pacific and North America.
Veteran investor and operating executive focused on growth-stage technology and financial-services companies. Virginia Yee has held roles across investment banking, corporate development and venture capital, known for deal sourcing, strategic partnerships and board advisory. Educational background includes business and finance studies and early product and M&A experience. She evaluates late-seed to Series B opportunities with emphasis on fintech, SaaS and marketplaces and maintains cross‑border networks in Asia‑Pacific and North America.
Investment Philosophy & Strategy
A growth-stage investor prioritizing fintech, SaaS and marketplaces across North America and Asia‑Pacific. Emphasizes durable unit economics, product-market fit and founder-market alignment when underwriting late-seed to Series B rounds. Blends operational due diligence and strategic partnership sourcing with capital to accelerate go-to-market and cross-border expansion. Capital allocation favors high-growth companies with repeatable revenue models, clear monetization paths and defensible distribution. Investment horizon is multi-year with active board or advisory involvement to de‑risk execution, discipline around down-round protection and staged financings tied to milestone-based value creation.
A growth-stage investor prioritizing fintech, SaaS and marketplaces across North America and Asia‑Pacific. Emphasizes durable unit economics, product-market fit and founder-market alignment when underwriting late-seed to Series B rounds. Blends operational due diligence and strategic partnership sourcing with capital to accelerate go-to-market and cross-border expansion. Capital allocation favors high-growth companies with repeatable revenue models, clear monetization paths and defensible distribution. Investment horizon is multi-year with active board or advisory involvement to de‑risk execution, discipline around down-round protection and staged financings tied to milestone-based value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.62%
Gain -4.08%
Monthly
0.21%
Yearly
2.55%
Drawdown
42.28%
$250.25M
Equity
Holdings
$250.25M
Investment
$243.74M
$7.02M
Profit -$7.11M
Realized
$506,613.45
Unrealized
$6.51M
Dividends
$267,187.5
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.08%
Profit
-$7.11M
Win %
56%
This Week
Compared To Last Week
Gain
-2.88%
Profit
-$7.41M
Win %
56%
This Month
Compared to last month
Gain
7.01%
Profit
$16.39M
Win %
56%
This Year
Compared to last year
Gain
12.88%
Profit
$28.56M
Win %
55%
Events
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Dividends
Dividend Analysis
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| Trades 36 | Longs Won 20/36 55% | Profit Factor 1.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.72M |
| Average Win $1.51M | Best Trade (Oct 14) $12.28M | Sharpe Ratio -45.2 |
| Average Loss -$1.45M | Worst Trade (Oct 15) -$8.77M | Z-Score 0.59 (44.48%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $194,863.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.93% | 5.36% | 25.12% |
| Consecutive Losing Trades | 173 | 156 | 138 | 121 | 104 | 87 | 69 | 52 | 35 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AXON Axon Enterprise, Inc. | 50,456 | $27.04M | $19.99M | - | -$7.05M | -26.08% | -5.053% |
 BKNG Booking Holdings Inc. | 87,625 | $18.17M | $14.29M | - | -$3.88M | -21.35% | -1.631% |
 DASH DoorDash, Inc. | 197,379 | $34.77M | $37.05M | - | $2.28M | 6.55% | -2.766% |
 GLBE Global-E Online Ltd. | 1.39M | $58.69M | $53.84M | - | -$4.85M | -8.27% | -3.53% |
 MELI MercadoLibre, Inc. | 26,393 | $47.2M | $48.08M | - | $878,746.83 | 1.86% | -1.903% |
 PTC PTC Inc. | 211,998 | $34.86M | $40.95M | - | $6.09M | 17.47% | +0.01% |
 SHOP Shopify Inc. | 212,763 | $23M | $36.05M | - | $13.05M | 56.75% | -4.892% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Virginia Yee?
The largest contributions to the portfolio's profits come from the following stocks: Axon Enterprise, Inc - $1.9M and MercadoLibre, Inc - $5,573.1. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Booking Holdings Inc - $1.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Virginia Yee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $267,187.5 earned over time. The largest contributors to dividend income include Booking Holdings Inc - $267,187.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Virginia Yee's monthly returns?
Virginia Yee's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Virginia Yee's strategy be considered aggressive or moderate?
Virginia Yee's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Virginia Yee's strategy?
Virginia Yee's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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