Jessica Lee Portfolio
Invests via Oriental Harbor Investment Master Fund | Managed by Jessica Lee
Invests via Oriental Harbor Investment Master Fund
Managed by Jessica Lee
Automatically Tracked
Former technology and venture investor with operating experience across growth-stage SaaS and consumer platforms. Jessica Lee combines investing and operator backgrounds to source and scale software and marketplace companies, focusing on product-market fit, unit economics and go-to-market scaling. Prior roles include venture investing, early-stage operator leadership and portfolio company advisership; known for sector-driven diligence and founder support.
Former technology and venture investor with operating experience across growth-stage SaaS and consumer platforms. Jessica Lee combines investing and operator backgrounds to source and scale software and marketplace companies, focusing on product-market fit, unit economics and go-to-market scaling. Prior roles include venture investing, early-stage operator leadership and portfolio company advisership; known for sector-driven diligence and founder support.
Investment Philosophy & Strategy
Former technology and venture investor with operating experience across growth-stage SaaS and consumer platforms. Jessica Lee combines investing and operator backgrounds to source and scale software and marketplace companies, focusing on product-market fit, unit economics and go-to-market scaling. Prior roles include venture investing, early-stage operator leadership and portfolio company advisership; known for sector-driven diligence and founder support.
Former technology and venture investor with operating experience across growth-stage SaaS and consumer platforms. Jessica Lee combines investing and operator backgrounds to source and scale software and marketplace companies, focusing on product-market fit, unit economics and go-to-market scaling. Prior roles include venture investing, early-stage operator leadership and portfolio company advisership; known for sector-driven diligence and founder support.
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:
30.5%
Gain +2.62%
Monthly
1.14%
Yearly
14.64%
Drawdown
38.38%
$1.39B
Equity
Holdings
$1.39B
Investment
$1.3B
$234.19M
Profit +$34.84M
Realized
$146.46M
Unrealized
$87.73M
Dividends
$6.96M
Goals
Avg. 19% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.62%
Profit
$34.84M
Win %
60%
This Week
Compared To Last Week
Gain
0.34%
Profit
$4.72M
Win %
60%
This Month
Compared to last month
Gain
4.11%
Profit
$54.82M
Win %
60%
This Year
Compared to last year
Gain
-12.48%
Profit
-$197.9M
Win %
65%
LITE Lumentum Holdings Inc.
+11.65%
+$2.68M 
INTC Intel Corporation
+10.46%
+$18.53M 
AMD Advanced Micro Devices, Inc.
+7.13%
+$8.56M 
ARM Arm Holdings plc American Depositary Receipt
+5.41%
+$2.05M 
AVGO Broadcom Inc.
+2.64%
+$623,529.54 
SNDK SanDisk Corporation
+2.62%
+$3.52M 
MRVL Marvell Technology, Inc.
+2.52%
+$2.47M 
GOOG Alphabet Inc
+0.31%
+$1.09M 
META Meta Platforms Inc Class A
+0.19%
+$277.44 
MU Micron Technology, Inc.
+0.15%
+$233,183.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 52/91 57% | Profit Factor 1.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.57M |
| Average Win $9.29M | Best Trade (Sep 03) $115.55M | Sharpe Ratio -10.61 |
| Average Loss -$6.38M | Worst Trade (Sep 02) -$92.73M | Z-Score -1.09 (72.56%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $2.57M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.59% | 8.86% |
| Consecutive Losing Trades | 218 | 196 | 174 | 152 | 131 | 109 | 87 | 65 | 44 | 22 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices, Inc. | 251,437 | $146.06M | $128.64M | - | -$17.43M | -11.93% | +7.126% |
 AMZN Amazon.com Inc | 59,897 | $11.57M | $15.4M | - | $3.83M | 33.09% | -0.538% |
| ARM Arm Holdings plc American Depositary Receipt | 150,573 | $53.39M | $40.01M | - | -$13.38M | -25.05% | +5.413% |
| AVGO Broadcom Inc. | 65,947 | $24.91M | $24.23M | - | -$685,518.82 | -2.75% | +2.642% |
| GOOG Alphabet Inc | 1.05M | $231.69M | $353.05M | - | $121.36M | 52.38% | +0.31% |
| INTC Intel Corporation | 1.85M | $258.23M | $195.7M | - | -$62.53M | -24.21% | +10.459% |
| LITE Lumentum Holdings Inc. | 26,122 | $22.41M | $25.7M | - | $3.29M | 14.67% | +11.652% |
| META Meta Platforms Inc Class A | 241 | $159,081.69 | $148,919.01 | - | -$10,162.68 | -6.39% | +0.187% |
| MRVL Marvell Technology, Inc. | 439,119 | $130.81M | $100.64M | - | -$30.17M | -23.07% | +2.518% |
| MU Micron Technology, Inc. | 147,587 | $110.73M | $150.27M | - | $39.54M | 35.7% | +0.155% |
 NVDA NVIDIA Corporation | 1.08M | $132.73M | $245.16M | - | $112.44M | 84.71% | -1.806% |
| SNDK SanDisk Corporation | 77,276 | $175.7M | $137.98M | - | -$37.72M | -21.47% | +2.621% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 137,289 | $2.37M | $2.37M | - | $1.37 | - | 0.0 |
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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 Jessica Lee?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $40.27M, NVIDIA Corporation - $28.75M, ProShares UltraPro QQQ - $26.72M, Microsoft Corp - $22.17M, and Alphabet Inc - $19.4M. 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: MicroSectors FANG+ Index 3X Leveraged ETN - $19.34M, Alibaba Group Holding Limited SP ADR - $7.11M, Netflix, Inc - $5.97M, SoundHound AI Inc - $5.3M, and Bitmine Immersion Technologies, Inc - $4.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.96M earned over time. The largest contributors to dividend income include ProShares UltraPro QQQ - $1.65M, Alphabet Inc - $1.48M, Microsoft Corp - $1.12M, Direxion Daily GOOGL Bull 2x Shares - $811,746.07, and Apple Inc - $679,910.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Lee's monthly returns?
Jessica Lee's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jessica Lee's strategy be considered aggressive or moderate?
Jessica Lee's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jessica Lee's strategy?
Jessica Lee's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
