Portfolio
A concentrated set of category-defining companies
Selected positions across our core sectors. Many are held through secondary transactions and structured late-stage rounds
Artificial Intelligence
OpenAI
Frontier foundation models and research
Artificial Intelligence
Anthropic
Safety-first frontier model lab
Data Infrastructure
Databricks
The lakehouse platform for AI workloads
Space & Infrastructure
SpaceX
Reusable launch and orbital connectivity
Digital Biology
Neuralink
Brain-computer interface platform
Applied AI
Perplexity
Answer engine for the next web
AI Compute
Groq
Deterministic inference at extreme speed
Financial Infra
Revolut
Global financial super-app
Digital Biology
Synchron
Endovascular brain-computer interface
Space & Infrastructure
Varda Space
In-space manufacturing and hypersonic re-entry
Artificial Intelligence
Reflection AI
Autonomous coding agents and frontier reasoning
Space & Infrastructure
Privateer
Space situational awareness and orbital data
AI Compute
Positron
Energy-efficient inference accelerators
Physical AI
Prometheus
Bezos-backed physical intelligence for real-world machines
Applied AI
Juma Labs
Frontier applied AI research and products
Defense Technology
Anduril
Autonomous defense systems and advanced military technology
Ocean Infrastructure
Pantalassa
Peter Thiel-backed ocean-based data centers
Portfolio shown is illustrative and does not represent all current holdings