Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Fluidstack | Sep 2026Led | $1.5 BSeries B | |
Etched.ai | Aug 2026Led | $700 MOther Equity | |
Firmus Technologies | Aug 2026Participated | $2.0 BOther Equity | |
Etched.ai | Jul 2026Participated | $300 MSeries C | |
Anthropic | May 2026Participated | $50.0 BSeries H | |
Nscale | Mar 2026Participated | $1.6 BSeries C | |
MatX | Feb 2026Led | $500 MSeries B | |
Anthropic | Feb 2026Participated | $30.0 BSeries G | |
Oxide Computer Company | Feb 2026Participated | $200 MSeries C | |
Antithesis | Dec 2025Led | $105 MSeries A | |
Etched.ai | Dec 2025Participated | $500 MSeries B | |
X-energy | Nov 2025Led | $700 MSeries D | |
Fluidstack | Sep 2026Led | $1.5 BSeries B | |
Etched.ai | Aug 2026Led | $700 MOther Equity | |
Firmus Technologies | Aug 2026Participated | $2.0 BOther Equity | |
Etched.ai | Jul 2026Participated | $300 MSeries C | |
Anthropic | May 2026Participated | $50.0 BSeries H | |
Nscale | Mar 2026Participated | $1.6 BSeries C | |
MatX | Feb 2026Led | $500 MSeries B | |
Anthropic | Feb 2026Participated | $30.0 BSeries G | |
Oxide Computer Company | Feb 2026Participated | $200 MSeries C | |
Antithesis | Dec 2025Led | $105 MSeries A | |
Etched.ai | Dec 2025Participated | $500 MSeries B | |
X-energy | Nov 2025Led | $700 MSeries D |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 0 | 5 |
| Series A | 1 | 1 |
| Series B | 2 | 1 |
| Series C+ | 1 | 9 |
| Other Equity | 2 | 8 |
| ICO | 0 | 1 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Dec '21 | 1 |
| Jan '22 | 0 |
| Feb '22 | 0 |
| Mar '22 | 0 |
| Apr '22 | 2 |
| May '22 | 0 |
| Jun '22 | 2 |
| Jul '22 | 1 |
| Aug '22 | 1 |
| Sep '22 | 0 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 1 |
| Jan '23 | 0 |
| Feb '23 | 2 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 0 |
| Dec '23 | 1 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 1 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 1 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 1 |
| Mar '25 | 1 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 0 |
| Nov '25 | 2 |
| Dec '25 | 2 |
| Jan '26 | 0 |
| Feb '26 | 3 |
| Mar '26 | 1 |
| Apr '26 | 0 |
| May '26 | 1 |
| Jun '26 | 0 |
| Jul '26 | 1 |
| Aug '26 | 2 |
| Sep '26 | 1 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| AI & Machine Learning | 16 |
| Crypto & Blockchain | 10 |
| Hardware & Robotics | 9 |
| Enterprise Software | 7 |
| Space & Frontier Tech | 6 |
| Networks, Cloud & Communication | 5 |
| Fintech | 5 |
| Data, Analytics & IT | 3 |
| Clean Energy & Sustainability | 2 |
| Professional Services | 2 |
| Cybersecurity & Privacy | 1 |
| Manufacturing | 1 |
| Media & Entertainment | 1 |
| Health & Life Sciences | 1 |
| Developer Tools | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 6 |
| $10M-$25M | 2 |
| $25M-$50M | 2 |
| $50M-$100M | 0 |
| $100M-$250M | 3 |
| $250M-$500M | 3 |
| $500M-$1B | 6 |
| $1B+ | 9 |
Deals By Geography
Top 5 of 5 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 22 |
| Europe | 5 |
| Virgin Islands | 2 |
| Cayman Islands | 1 |
| Australia | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Blackstone | 6 |
| Sequoia Capital | 6 |
| Coatue | 5 |
| Fidelity Management & Research Company | 5 |
| Altimeter Capital | 4 |
| D1 Capital Partners | 4 |
| Flow Traders | 4 |
| General Catalyst | 4 |
| GSR | 4 |
| Lightspeed Venture Partners | 4 |
| Andreessen Horowitz | 3 |
| Baillie Gifford | 3 |
| Gemini | 3 |
| Goldman Sachs | 3 |
| Hudson River Trading | 3 |
| ICONIQ Growth | 3 |
| Insight Partners | 3 |
| TPG | 3 |
| Variant | 3 |
| Alameda Research | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 6 | 19% |
| Participating | 25 | 81% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 4 | 67% |
| Co-led | 2 | 33% |
Team
Research
Software Engineer
Trader
Head of ETF Sales and Trading
Quantitative Trading Intern
ETF Business Development
Software Engineer
