94 companies · across 7+ years
Portfolio Companies
We are sector-agnostic investors who execute where opportunities emerge. Some themes of note: financial infrastructure, intelligence layer, cloud & compute, and frontier technologies.
Showing 94 companies
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23andMe
Life Sciences & Health
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Abnormal Security
Security & Defense
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Airbnb
Consumer Platforms
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Anduril
Security & Defense
ACTIVE
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Apptronik
Frontier Technologies
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Anthropic
AI & Intelligence Layer
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Apollo GraphQL
Developer & Data Infrastructure
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Applied Intuition
Future of Mobility
ACTIVE
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Arcadia
Sustainable Systems
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Attentive
Enterprise Automation
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Automation Anywhere
Enterprise Automation
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Better
Financial Infrastructure
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Blockdaemon
Digital Assets & Web3
ACTIVE
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Calm
Consumer Platforms
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Cameo
Consumer Platforms
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Chime
Financial Infrastructure
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Chooch
AI & Intelligence Layer
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Coinbase
Digital Assets & Web3
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Compass
Real Estate Technology
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Convoy
Supply Chain & Commerce
ACTIVE
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Copper
Financial Infrastructure
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CoreWeave
Developer & Data Infrastructure
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Credit Karma
Financial Infrastructure
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DailyPay
Financial Infrastructure
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Databricks
Developer & Data Infrastructure
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DoorDash
Supply Chain & Commerce
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Flexport
Supply Chain & Commerce
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Function of Beauty
Consumer Platforms
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GrubMarket
Sustainable Systems
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Higgsfield
AI & Intelligence Layer
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Hims & Hers
Life Sciences & Health
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Hologram
Developer & Data Infrastructure
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Horizon3.ai
Security & Defense
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Impossible Foods
Sustainable Systems
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Indigo
Sustainable Systems
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Instacart
Supply Chain & Commerce
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Incode
Security & Defense
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Jackpocket
Consumer Platforms
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Kalshi
Financial Infrastructure
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Kraken
Digital Assets & Web3
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Lemonade
Financial Infrastructure
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Lime
Future of Mobility
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Loft Orbital
Frontier Technologies
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Lyft
Future of Mobility
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Magic Leap
Frontier Technologies
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Mark43
Enterprise Automation
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Marqeta
Financial Infrastructure
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Motive
Supply Chain & Commerce
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Mercury
Financial Infrastructure
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Netskope
Security & Defense
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Nextdoor
Consumer Platforms
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Nova Labs (Helium)
Digital Assets & Web3
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Opendoor
Real Estate Technology
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OpenSea
Digital Assets & Web3
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Opentrons
Life Sciences & Health
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Palantir Technologies
AI & Intelligence Layer
ACTIVE
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Perplexity
AI & Intelligence Layer
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Pilot
Enterprise Automation
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Consumer Platforms
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Pinwheel
Financial Infrastructure
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Pipe
Financial Infrastructure
PARTIAL
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Plaid
Financial Infrastructure
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Rain
Financial Infrastructure
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Consumer Platforms
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Rippling
Enterprise Automation
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RoadSync
Supply Chain & Commerce
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Robinhood
Financial Infrastructure
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Rubrik
Security & Defense
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Samsara
Supply Chain & Commerce
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Shippo
Supply Chain & Commerce
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Signifyd
Supply Chain & Commerce
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Slack
Enterprise Automation
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SnapLogic
Developer & Data Infrastructure
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Snowflake
Developer & Data Infrastructure
PARTIAL
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SpaceX
Frontier Technologies
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Spring Health
Life Sciences & Health
PARTIAL
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Stripe
Financial Infrastructure
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Supabase
Developer & Data Infrastructure
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Sure
Financial Infrastructure
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Tally Technologies
Financial Infrastructure
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Tanium
Security & Defense
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The Zebra
Financial Infrastructure
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ThoughtSpot
AI & Intelligence Layer
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Titan
Financial Infrastructure
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Triller
Consumer Platforms
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Uber
Future of Mobility
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Unity
Developer & Data Infrastructure
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Unqork
Enterprise Automation
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Upgrade
Financial Infrastructure
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Uphold
Digital Assets & Web3
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VAST Data
Developer & Data Infrastructure
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WeWork
Real Estate Technology
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Wish
Supply Chain & Commerce
PARTIAL
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Zipline
Supply Chain & Commerce
EQUIAM may, at times, have indirect exposure (i.e., SPV intermediated, etc.) to the above listed names. Past performance is not indicative of future results. See important disclosures.
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