A concentrated book of category leaders.
8 late-stage private holdings across 3 portfolios. Select a portfolio to see its thesis and holdings. Allocations are illustrative.
AI infrastructure & compute
Flagship Growth
Core primary positions in the leaders of the AI and data stack.
CBDBGQ
% of fund45%
3 holdingsView portfolio
Defense & spaceHard Tech & Defense
Capital-intensive frontier companies in energy, defense, and space.
ANHE
% of fund21%
2 holdingsView portfolio
Defense & spaceSecondaries Sleeve
Vetted secondary purchases in mature private companies, acquired at a discount.
SXSTFG
% of fund34%
3 holdingsView portfolio