Our portfolio
A focused portfolio of exceptional companies.
We invest in a select number of technology companies with the potential to shape global markets and deliver extraordinary long-term value.
- 5
- Principles
- 3
- Disciplines
- 125
- The potential when exceptional opportunities compound
- 6
- Portfolio companies
- €125M
- AUM
- 5
- Sectors
- 3
- Continents
- Private & Public
- Investments
Demonstration portfolio — these entries are illustrative and do not represent actual holdings
- SpaceXDemoPRIVATEAerospaceInfrastructure for a multi-planet future.→
- OpenAIDemoPRIVATEAIFrontier artificial intelligence research and products.→
- StripeDemoPRIVATEFintechGlobal payments infrastructure for the internet economy.→
- NVIDIADemoPUBLICSemiconductorsAccelerated computing and AI infrastructure.→
- MicrosoftDemoPUBLICSoftwareEnterprise software and cloud infrastructure.→
- AnthropicDemoPRIVATEAIFrontier AI safety and research.→
Global reach
Investing in companies with worldwide impact.
Technological leadership
Backing category-defining businesses.
Significant upside
Focused exposure to extraordinary outcomes.
A portfolio designed for long-term impact.