Lu Chen Portfolio
Invests via Altitude Crest Partners Inc. | Managed by Lu Chen, Sean Carney, Qingqing (Michael) Yi
Invests via Altitude Crest Partners Inc.
Managed by Lu Chen, Sean Carney, Qingqing (Michael) Yi
Automatically Tracked
Lu Chen Profile
Senior investor and technology executive focused on growth-stage software and AI investments, with operating experience scaling SaaS businesses and leading product strategy. Lu Chen is known for sourcing cross-border deals between Asia and North America, active in board roles and company-level transformation initiatives. Prior experience includes product leadership at late-stage startups and investment roles at boutique venture firms; typical capital focus spans Series A–C and strategic follow-ons.
Senior investor and technology executive focused on growth-stage software and AI investments, with operating experience scaling SaaS businesses and leading product strategy. Lu Chen is known for sourcing cross-border deals between Asia and North America, active in board roles and company-level transformation initiatives. Prior experience includes product leadership at late-stage startups and investment roles at boutique venture firms; typical capital focus spans Series A–C and strategic follow-ons.
Investment Philosophy & Strategy
Focuses on growth-stage software and AI companies, prioritizing product-led SaaS businesses with defensible data moats and clear unit economics. Prefers Series A–C stakes with reserve capital for strategic follow-ons, blending hands-on operating support with governance via board roles. Evaluates opportunities through a cross-border lens, favoring teams that can scale between Asia and North America and that demonstrate repeatable go‑to‑market motion. Time horizon is multi-year growth realization; risk managed by staging capital, tight KPIs, and value-add intervention to accelerate product, hiring, and commercial motions.
Focuses on growth-stage software and AI companies, prioritizing product-led SaaS businesses with defensible data moats and clear unit economics. Prefers Series A–C stakes with reserve capital for strategic follow-ons, blending hands-on operating support with governance via board roles. Evaluates opportunities through a cross-border lens, favoring teams that can scale between Asia and North America and that demonstrate repeatable go‑to‑market motion. Time horizon is multi-year growth realization; risk managed by staging capital, tight KPIs, and value-add intervention to accelerate product, hiring, and commercial motions.
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:
-17.27%
Gain 0%
Monthly
-3.16%
Yearly
-17.27%
Drawdown
21.46%
$0
Equity
Holdings
$0
Investment
$0
-$31.14M
Profit +$258,782.43
Realized
-$31.14M
Unrealized
$0
Dividends
$113,052
Goals
Avg. 24% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
$258,782.43
Win %
43%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$1.99M
Win %
43%
This Month
Compared to last month
Gain
-0.35%
Profit
-$742,012.8
Win %
43%
This Year
Compared to last year
Gain
-10.31%
Profit
-$24.08M
Win %
45%
DHR Danaher Corporation
+$2.3M
AGIO Agios Pharmaceuticals Inc.
+$1.57M
GERN Geron Corporation
+$1.44M
LLY Eli Lilly and Company
+$1.18M
KNSA Kiniksa Pharmaceuticals International, plc
+$998,730.02
ALGS Aligos Therapeutics Inc.
+$898,919.2
JANX Janux Therapeutics Inc.
+$819,592
CRBP Corbus Pharmaceuticals Holdings, Inc.
+$623,254.75
DNLI Denali Therapeutics Inc.
+$565,954.87
ARGX argenx SE American Depositary Receipt
+$392,055
AVBP Arrivent Biopharma Inc.
+$383,333.23
ALNY Alnylam Pharmaceuticals Inc
+$18,710
SRZNW Surrozen Inc.
+$3,923.11
DAWN Day One Biopharmaceuticals, Inc.
$0
MRUS Merus N.V.
$0
AMAM Ambrx Biopharma Inc.
$0
APLT Applied Therapeutics Inc.
$0
SWTX SpringWorks Therapeutics Inc.
$0
STVN Stevanato Group S.p.A.
-$7.54M
BBIO BridgeBio Pharma, Inc.
-$7.13M
IMNM Immunome Inc.
-$3.3M
BHVN Biohaven Ltd.
-$2.37M
LEGN Legend Biotech Corporation American Depositary Shares
-$2.21M
BMRN Biomarin Pharmaceutical Inc.
-$1.04M
ENGN enGene Therapeutics Inc.
-$904,573.73
MGX Metagenomi, Inc.
-$862,664.36
GPCR Structure Therapeutics Inc.
-$736,546.19
ROIV Roivant Sciences Ltd
-$557,561.44
TMO Thermo Fisher Scientific Inc.
-$511,888
EXAS Exact Sciences Corp
-$487,719.4
TRML Tourmaline Bio Inc.
-$475,896
ICLR ICON plc
-$332,704
ZYME Zymeworks Inc.
-$292,617.69
APLS Apellis Pharmaceuticals Inc.
-$164,376.03
Events
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Dividends
Dividend Analysis
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| Trades 40 | Longs Won 15/40 37% | Profit Factor 0.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.81M |
| Average Win $741,405.88 | Best Trade (Jun 29) $2M | Sharpe Ratio -11.7 |
| Average Loss -$1.16M | Worst Trade (Jun 29) -$7.57M | Z-Score 0.6 (45.09%) |
| Commissions $0 | Avg. Trade Length 3m 2w 4d | Expectancy -$778,495.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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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 Lu Chen?
The largest contributions to the portfolio's profits come from the following stocks: Danaher Corporation - $2.3M, Agios Pharmaceuticals Inc - $1.57M, Geron Corporation - $1.44M, Eli Lilly and Company - $1.18M, and Kiniksa Pharmaceuticals International, plc - $998,730.02. 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: Stevanato Group S.p.A - $7.54M, BridgeBio Pharma, Inc - $7.13M, Immunome Inc - $3.3M, Biohaven Ltd - $2.37M, and Legend Biotech Corporation American Depositary Shares - $2.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lu Chen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $113,052 earned over time. The largest contributors to dividend income include Danaher Corporation - $62,181, Stevanato Group S.p.A - $31,735, Eli Lilly and Company - $11,960, and Thermo Fisher Scientific Inc - $7,176. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lu Chen's monthly returns?
Lu Chen's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lu Chen's strategy be considered aggressive or moderate?
It is difficult to clearly classify Lu Chen's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Lu Chen's strategy?
It is difficult to determine whether Lu Chen's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
