Laurel Lee
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.0% | -2.4% | +1.4% |
| 1 month | +1.2% | -2.9% | +4.1% |
| 1 quarter | +14.5% | +13.0% | +1.5% |
| Year to date | +27.4% | +7.2% | +20.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-12 | $5.9M – $21.9M |
| 2023 | 2025-08-21 | $5.2M – $17.5M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-07-13 | HURA | Buy | SP | $50K - $100K | 2025-08-09 | 27d |
| 2025-05-08 | NVO | Sell | SP | $1K - $15K | 2025-06-22 | 45d |
| 2024-11-29 | WBD | Sell | SP | $1K - $15K | 2025-01-07 | 39d |
| 2024-11-29 | WBD | Sell | — | $1K - $15K | 2025-08-11 | 255d late |
| 2024-11-25 | HURA | Buy | SP | $1K - $15K | 2025-01-07 | 43d |
| 2024-11-08 | GEV | Sell | SP | $15K - $50K | 2024-11-21 | 13d |
| 2024-10-21 | PFE | Buy | SP | $15K - $50K | 2024-11-21 | 31d |
| 2024-10-07 | AAPL | Buy | SP | $15K - $50K | 2024-11-21 | 45d |
| 2024-09-10 | JPM | Buy | SP | $50K - $100K | 2024-09-14 | 4d |
| 2024-07-31 | AAPL | Buy | SP | $15K - $50K | 2024-09-14 | 45d |
| 2024-07-05 | AAPL | Buy | SP | $15K - $50K | 2024-08-05 | 31d |
| 2024-07-05 | AAPL | Sell | SP | $15K - $50K | 2024-08-05 | 31d |
| 2023-12-29 | BABA | Sell | SP | $100K - $250K | 2024-01-04 | 6d |
| 2023-12-29 | BABA | Sell | — | $100K - $250K | 2025-08-11 | 591d late |