Founders Fund Growth II Management, LP
CIK
2106825
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$23,691,470
Diversification
Highly concentrated
Filing Date
Dec 31, 2025
Global Rank
#7,469
/ 8,420
Top Industry
Capital Markets
100.0%
3Y Alpha vs SPY
-85.5%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-23.1%
SPY
+9.1%
Annualised alpha
-85.5%
Max drawdown
−33.1%
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, 2025Top 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 Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $23,691,470 |
1 positions ·
$23,691,470 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
First | 872,614 | $23,691,470 | 100.00% |