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:
-16.63%
Gain -3.13%
Monthly
-1.06%
Yearly
-12.01%
Drawdown
38.03%
$183.45M
Equity
Holdings
$183.45M
Investment
$214.55M
-$30.6M
Profit -$4.89M
Realized
$506,613.45
Unrealized
-$31.1M
Dividends
$193,582.5
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.13%
Profit
-$4.89M
Win %
11%
This Week
Compared To Last Week
Gain
0.02%
Profit
$44,841.28
Win %
11%
This Month
Compared to last month
Gain
0.02%
Profit
$44,841.28
Win %
11%
This Year
Compared to last year
Gain
-25.37%
Profit
-$56.84M
Win %
14%
Events
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Dividends
Dividend Analysis
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| Trades 30 | Longs Won 5/30 16% | Profit Factor 0.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.35M |
| Average Win $796,839.64 | Best Trade (Jun 01) $3.13M | Sharpe Ratio -44.74 |
| Average Loss -$1.38M | Worst Trade (May 16) -$14.28M | Z-Score -1.95 (97.69%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy -$1.02M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 133 | 119 | 106 | 93 | 80 | 66 | 53 | 40 | 27 | 13 |
Hover over the desired column for a detailed explanation.
Returns
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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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