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Founders Fund III Management, LLC

Location
SAN FRANCISCO, CA
Portfolio Value
Small $515,195,178
Diversification
Highly concentrated
Filing Date
Mar 31, 2021
Global Rank
#1,897 / 5,905 · as of Mar 2021
Top Industry
Software - Infrastructure 100.0%
3Y Alpha vs SPY
+82.5%
Period ended 5 years ago
Filed May 17, 2021 · 5y

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+761.9%
SPY
+76.0%
Annualised alpha
+84.3%
Max drawdown
−48.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1 positions · as of Mar 31, 2021
Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated

Sector Breakdown

As of Mar 31, 2021
Sector % Portfolio Value
Technology 100.0% $515,195,178

Portfolio Positions

Export CSV View 13F filing
1 positions · $515,195,178 total · as of Mar 31, 2021
Ticker Company Shares Value (USD) % of Portfolio History