The Founders Fund Growth II Management, LP
The Founders Fund Growth II Management, LP declares $3.9B in 1 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 100.0% of its $3.9B 13F portfolio. Largest positions: SpaceX (0.17% of the company).
Performance of its AI picks
The AI-stock portfolio The Founders Fund Growth II Management, LP declared for Q2 2026 (Form 13F), held unchanged, returned -11.7% in Q3 2026 (SMH -7.1%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.
Largest positions
- SpaceX (SPCX) — $3.9B: 22.8M shares, 0.17% of the company, 100.0% of its portfolio
By sector
- Cloud & AI giants — $3.9B, 100% of its AI holdings, 1 company
Other holders of this size
- EDGEWOOD MANAGEMENT LLC — $3.9B in 21 of these companies
- Anther Capital Ltd — $3.9B in 18 of these companies
- LGT Group Foundation — $3.9B in 63 of these companies
- Williams Jones Wealth Management, LLC. — $3.9B in 77 of these companies
- Unisphere Establishment — $3.9B in 18 of these companies
- Ethic Inc. — $3.9B in 153 of these companies
- Brookfield Corp /ON/ — $3.9B in 21 of these companies
- ABN AMRO Bank N.V. — $3.9B in 62 of these companies
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