Portfolio
We combine an entrepreneurial mindset with a best in class thematic investing skill to transform companies and build long term value for our clients and stakeholders.
Roblox
Roblox is the ultimate virtual universe that lets you create, share experiences with friends, and be anything you can imagine.
Firefly Aerospace
Firefly Aerospace is a space and defense technology company that enables government and commercial customers to launch, land, and operate in space – anywhere, anytime.
Netskope
Netskope, a leader in modern security and networking, provides optimized access and real-time, context-based security for people, devices and data, anywhere.