PORTFOLIO / OUR INVESTMENTS

Companies we
stand behind.

Fifteen investments across five sectors, and the next generation under incubation.

CompanySectorInitial investmentReturnPerspective
NVIDIATechnologyAvailable on requestAvailable on request

Accelerated computing has become the backbone of AI infrastructure; ecosystem depth creates durable advantage.

MicrosoftTechnologyAvailable on requestAvailable on request

Cloud scale and enterprise distribution position it to monetise AI across the software stack.

SnowflakeTechnologyAvailable on requestAvailable on request

Data platforms gain strategic value as organisations operationalise AI on their own information.

Eli LillyHealthcareAvailable on requestAvailable on request

Metabolic medicine is reshaping chronic care, with manufacturing capacity a key competitive lever.

Intuitive SurgicalHealthcareAvailable on requestAvailable on request

Installed base and recurring instrument revenue reflect a long runway in minimally invasive surgery.

Vertex PharmaceuticalsHealthcareAvailable on requestAvailable on request

Scientific depth in genetic disease shows how focus can compound into category leadership.

VisaFinancial ServicesAvailable on requestAvailable on request

Network effects in digital payments continue to benefit from the long-term shift away from cash.

AdyenFinancial ServicesAvailable on requestAvailable on request

A unified payments platform illustrates the operating leverage of modern financial infrastructure.

Nu HoldingsFinancial ServicesAvailable on requestAvailable on request

Digital-first banking demonstrates how lower cost to serve can expand access at scale.

SiemensIndustrial & InfrastructureAvailable on requestAvailable on request

Industrial automation and digital twins sit at the centre of manufacturing modernisation.

VertivIndustrial & InfrastructureAvailable on requestAvailable on request

Power and cooling for data centres has become critical infrastructure in the AI build-out.

Quanta ServicesIndustrial & InfrastructureAvailable on requestAvailable on request

Grid upgrades and electrification create multi-year demand for specialised infrastructure capability.

CostcoConsumerAvailable on requestAvailable on request

Membership economics and trust show how disciplined value creation builds loyalty.

AmazonConsumerAvailable on requestAvailable on request

Logistics scale and commerce data reinforce a flywheel across retail, advertising and services.

On HoldingConsumerAvailable on requestAvailable on request

Product innovation and brand clarity can carry a challenger into global consumer relevance.

UNDER INCUBATION

What comes next.

Consumer

Under incubation

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Under incubation

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Industrial

Under incubation

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Stealth startup

Under incubation

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Technology

Under incubation

Stealth 05

Stealth startup

Under incubation

Stealth 06

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Pharma

Under incubation

Stealth 07

Stealth startup

Under incubation

Stealth 08

Stealth startup

BUILDING SOMETHING EXCEPTIONAL?

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