David Lee Portfolio
Invests via Chan Zuckerberg Initiative, LLC | Managed by David Lee
Invests via Chan Zuckerberg Initiative, LLC
Managed by David Lee
Automatically Tracked
David Lee Profile
Veteran venture investor and operator focused on technology and growth-stage equity, with experience in sourcing and scaling SaaS and marketplace companies. David Lee has led early and follow-on rounds, advised founders on go-to-market and capital strategy, and served on multiple private company boards. Known for analytical diligence and sector specialization, works with institutional LPs and co-investors to structure rounds and exits, emphasizing unit economics and scalable go-to-market motion.
Veteran venture investor and operator focused on technology and growth-stage equity, with experience in sourcing and scaling SaaS and marketplace companies. David Lee has led early and follow-on rounds, advised founders on go-to-market and capital strategy, and served on multiple private company boards. Known for analytical diligence and sector specialization, works with institutional LPs and co-investors to structure rounds and exits, emphasizing unit economics and scalable go-to-market motion.
Investment Philosophy & Strategy
Focuses on growth-stage technology equities, prioritizing SaaS and marketplace businesses with clear unit economics and scalable go-to-market engines. Deploys capital through lead and follow-on rounds, structuring syndicates with institutional LPs and co-investors to optimize dilution and exit optionality. Prefers repeatable revenue models, margin expansion path and data-driven KPIs. Active board engagement and operational playbook drive commercialization, unit-level profitability and disciplined capital allocation across multi-year horizons.
Focuses on growth-stage technology equities, prioritizing SaaS and marketplace businesses with clear unit economics and scalable go-to-market engines. Deploys capital through lead and follow-on rounds, structuring syndicates with institutional LPs and co-investors to optimize dilution and exit optionality. Prefers repeatable revenue models, margin expansion path and data-driven KPIs. Active board engagement and operational playbook drive commercialization, unit-level profitability and disciplined capital allocation across multi-year horizons.
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:
43.54%
Gain -0.7%
Monthly
0.8%
Yearly
10%
Drawdown
19.63%
$55.52M
Equity
Holdings
$55.52M
Investment
$47.46M
$63.45M
Profit -$1.12M
Realized
$55.39M
Unrealized
$8.06M
Dividends
$17.52M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$1.12M
Win %
100%
This Week
Compared To Last Week
Gain
-3.39%
Profit
-$1.95M
Win %
100%
This Month
Compared to last month
Gain
-3.11%
Profit
-$1.78M
Win %
100%
This Year
Compared to last year
Gain
-5.07%
Profit
-$2.97M
Win %
100%
No Data
IEMG iShares Core MSCI Emerging Markets ETF
-1.97%
-$1.12M Events
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Dividends
Dividend Analysis
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| Trades 20 | Longs Won 16/20 80% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.86M |
| Average Win $4.7M | Best Trade (Mar 31) $19.9M | Sharpe Ratio -3.69 |
| Average Loss -$2.95M | Worst Trade (Mar 30) -$8.61M | Z-Score -0.67 (49.54%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $3.17M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.7% | 3.12% | 11.43% | 35.91% |
| Consecutive Losing Trades | 19 | 17 | 15 | 13 | 11 | 9 | 8 | 6 | 4 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| IEMG iShares Core MSCI Emerging Markets ETF | 706,019 | $47.46M | $55.52M | - | $8.06M | 16.99% | -1.97% |
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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 David Lee?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Europe ETF - $49.94M, Vanguard Value ETF - $14.98M, Snowflake Inc - $4.38M, VANGUARD TOTAL STOCK MKT ETF - $4.24M, and DoorDash, Inc - $1.46M. 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: iShares Core MSCI EAFE ETF - $3.46M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.52M earned over time. The largest contributors to dividend income include Vanguard FTSE Europe ETF - $9.22M, Vanguard Value ETF - $4.84M, iShares Core MSCI EAFE ETF - $2.47M, iShares Core MSCI Emerging Markets ETF - $825,726.22, and VANGUARD TOTAL STOCK MKT ETF - $163,806.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Lee's monthly returns?
David Lee's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Lee's strategy be considered aggressive or moderate?
David Lee's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David Lee's strategy?
David Lee's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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