Yan Zhao Lee Portfolio
Invests via Stone Ridge Holdings Group LP | Managed by Yan Zhao Lee
Invests via Stone Ridge Holdings Group LP
Managed by Yan Zhao Lee
Automatically Tracked
Yan Zhao Lee Profile
Seasoned investor and operator focused on growth-stage fintech and consumer internet companies; Yan Zhao Lee combines operating experience in product and strategy with venture investing and board roles across APAC and North America. Prior to investing, led product and go-to-market teams at technology firms and worked at a strategy consultancy. Holds an MBA and undergraduate degree in engineering; active in sourcing cross-border fintech deals and portfolio scale initiatives.
Seasoned investor and operator focused on growth-stage fintech and consumer internet companies; Yan Zhao Lee combines operating experience in product and strategy with venture investing and board roles across APAC and North America. Prior to investing, led product and go-to-market teams at technology firms and worked at a strategy consultancy. Holds an MBA and undergraduate degree in engineering; active in sourcing cross-border fintech deals and portfolio scale initiatives.
Investment Philosophy & Strategy
Operates a growth-stage, product-led investing style focused on fintech and consumer internet across APAC and North America. Prefers concentrated, conviction-weighted positions with follow-on reserve to lead scaling rounds. Underwriting emphasizes clear product‑market fit, unit economics, regulatory moat and repeatable go‑to-market motions. Time horizon is multi-year, prioritizing companies that benefit from hands‑on operational support; risk managed through milestone-based capital tranches and KPI-driven governance. Competitive edge is operator experience in product and GTM, cross‑border sourcing networks, and board-level scaling capability.
Operates a growth-stage, product-led investing style focused on fintech and consumer internet across APAC and North America. Prefers concentrated, conviction-weighted positions with follow-on reserve to lead scaling rounds. Underwriting emphasizes clear product‑market fit, unit economics, regulatory moat and repeatable go‑to-market motions. Time horizon is multi-year, prioritizing companies that benefit from hands‑on operational support; risk managed through milestone-based capital tranches and KPI-driven governance. Competitive edge is operator experience in product and GTM, cross‑border sourcing networks, and board-level scaling capability.
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:
-15.02%
Gain +0.07%
Monthly
-0.92%
Yearly
-10.56%
Drawdown
16.94%
$18.57M
Equity
Holdings
$18.57M
Investment
$20.27M
-$11.64M
Profit +$11,990.98
Realized
-$9.94M
Unrealized
-$1.7M
Dividends
$13.91M
Goals
Avg. 24.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$11,990.98
Win %
0%
This Week
Compared To Last Week
Gain
0.07%
Profit
$12,026.3
Win %
0%
This Month
Compared to last month
Gain
-0.81%
Profit
-$150,760.01
Win %
0%
This Year
Compared to last year
Gain
-10.13%
Profit
-$2.09M
Win %
0%
LIFT Stone Ridge Trust – LifeX 2028 Income Bucket ETF
+0.32%
+$2,557.5 
LDDR Stone Ridge 2035 Term Interval Fund
+0.11%
+$8,777.88 
BCKT LifeX 2030 Income Bucket ETF
+0.07%
+$655.6 
LIBD Stone Ridge 2065 Income Liability ETF
+0.01%
+$152.12 
LIAU Stone Ridge 2060 Inflation-Linked Longview Fund
0%
+$18.33 
LFBE Stone Ridge 2065 Longevity Inc.
-0.33%
-$4,776.75 
LFDR Stone Ridge Durable Income ETF
-0.31%
-$1,052.6 
LFAW Stone Ridge 2060 Longevity Income Fund
-0.29%
-$4,422.55 
LFAO Stone Ridge 2055 Longevity Income Fund
-0.26%
-$2,467.61 
LFAI Stone Ridge 2050 Longevity Income Fund
-0.23%
-$1,377.43 
LIAE Stone Ridge 2050 Inflation-Linked Long Duration Fund
-0.02%
-$56.79 
LIAM Stone Ridge 2055 Inflation-Protected Longevity Risk Transfer Fund
-0.01%
-$88.62 Events
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Dividends
Dividend Analysis
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| Trades 110 | Longs Won 3/110 2% | Profit Factor 0.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $681,641.82 |
| Average Win $610,055.52 | Best Trade (Sep 21) $1.14M | Sharpe Ratio -1.19 |
| Average Loss -$125,895.13 | Worst Trade (Dec 31) -$6.07M | Z-Score 3.27 (99.89%) |
| Commissions $0 | Avg. Trade Length 4m 1w 4d | Expectancy -$105,823.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 148 | 133 | 118 | 103 | 89 | 74 | 59 | 44 | 30 | 15 |
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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