DL
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:
65.67%
Gain -1.3%
Monthly
1.28%
Yearly
16.46%
Drawdown
12.24%
$59.9M
Equity
Holdings
$59.9M
Investment
$47.46M
$63.75M
Profit -$811,921.85
Realized
$51.31M
Unrealized
$12.44M
Dividends
$16.47M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$811,921.85
Win %
100%
This Week
Compared To Last Week
Gain
1.64%
Profit
$967,246.03
Win %
100%
This Month
Compared to last month
Gain
1.64%
Profit
$967,246.03
Win %
100%
This Year
Compared to last year
Gain
-57.59%
Profit
-$86.45M
Win %
100%
No Data
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$811,921.85 Events
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Dividends
Dividend Analysis
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| Trades 20 | Longs Won 15/20 75% | Profit Factor 6.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.15M |
| Average Win $5.04M | Best Trade (Mar 31) $19.9M | Sharpe Ratio -7.96 |
| Average Loss -$2.36M | Worst Trade (Mar 30) -$8.61M | Z-Score -1.25 (78.96%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $3.19M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.13% | 0.76% | 3.31% | 11.85% | 36.53% |
| Consecutive Losing Trades | 25 | 23 | 20 | 18 | 15 | 13 | 10 | 8 | 5 | 3 |
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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