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Founders Fund Growth Management, LLC

Location
SAN FRANCISCO, CA
Portfolio Value
Micro $7,042,384
Diversification
Highly concentrated
Filing Date
Global Rank
#8,104 / 8,420 ▼ 1988
Top Industry
Capital Markets 100.0%
3Y Alpha vs SPY
+87.9%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
17 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio
+808.9%
SPY
+76.3%
Annualised alpha
+87.9%
Max drawdown
−67.6%

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 Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
100.0%
+43.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Mar 2023 → Dec 2025 · range 5,093 – 10,000
Highly concentrated+4,907

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Financial Services 100.0% $7,042,384

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 positions · $7,042,384 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History