OUR THESIS
We invest across the Technologies
defining the next industrial era.
Intelligence
Foundation Models
AI Infrastructure
Agentic Systems
Compute
Semiconductors
Accelerators
Networking Infrastructure
Infrastructure
Cloud
Data Centres
Energy
Deployment
Physical AI
Robotics
Automation
Manufacturing
Space & Defence
Launch
Orbital Infrastructure
Sovereign Technologies
Bio
Biotechnology
Biosecurity
Life Sciences
SELECTED COMPANIES
The World We Believe in
Across private and public markets, our portfolio spans every layer of technology and innovation
Featured Companies
Aalo AtomicsAbingdon Software GroupAdams.aiAirtableAnimoca BrandsAnthropicAtlas UPAtomic SemiAxiom SpaceBlackshark.AIBoom SupersonicBoostBrexBytezCarry1stCerebras SystemsChipFlowEarth AIEmergeGeneral ComputeGeneral FusionGriffin (UK Digital Bank)HarbingerHumane AIJettyKernelNeurophosNormal ComputingNillionOptios
Public Markets
Listing as of the most recent quarter. Some positions held through Delos Capital and affiliated vehicles. Public holdings reflect long positions and may change without notice.