Portfolio
Our portfolio construction philosophy and the ecosystem layers we target for allocation.
Autonomous Vehicles
Robotaxi platforms and driverless fleet operators leading commercial deployment.
AI and Compute
Semiconductors, edge computing, and AI accelerators powering autonomous perception and decision-making.
Autonomy Technology
Software stacks, simulation, HD mapping, and the middleware that enables self-driving systems.
Robotics
Actuators, control systems, and embodied AI platforms extending beyond vehicles.
Infrastructure
Charging networks, fleet depots, teleoperations, and the physical backbone of autonomous mobility.
Mobility Networks
Ride-hailing platforms, fleet management, and the software connecting riders to autonomous fleets.
Diversified by Design
We do not concentrate capital in a single company. Instead, we distribute allocation across all layers of the autonomous mobility stack. This means the portfolio benefits from the growth of the entire ecosystem, regardless of which individual companies or technologies ultimately dominate. Specific holdings are disclosed to verified investors through the client portal.