Portfolio Intelligence

Published portfolio companies

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Anduril Industries, Inc.United States · Defense technology
CastelionUnited States · Aerospace and defense technology and manufacturing
Chainguard, Inc.United States · Cybersecurity and software supply-chain security
ClickHouse, Inc.United States · Data infrastructure and database software
Crusoe Inc.United States · Technology — AI infrastructure and cloud computing
Kong Inc.United States · Enterprise software: API management and AI connectivity.
Peel Ports Group LimitedUnited Kingdom · Ports, maritime transport and logistics
Saronic Technologies, Inc.United States · Naval and maritime defense technology; autonomous shipbuilding.
Space Exploration Technologies Corp.United States · Aerospace, satellite telecommunications and artificial intelligence.
Sydney Airport Corporation LimitedAustralia · Transportation — airport infrastructure
ThreatLocker, Inc.United States · Cybersecurity software
Together Computer, Inc.US · Artificial intelligence software and cloud infrastructure
Waymo LLCUnited States · Autonomous mobility and transportation technology

Operating companies, sponsors, and disclosed investments.

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Sector	Altimeter Capital	Kleiner Perkins	Coatue Management	Dragoneer Investment Group	Founders Fund	Total
Aerospace and defense technology and manufacturing	1	0	0	0	0	1
Aerospace, satellite telecommunications and artificial intelligence.	1	1	1	0	1	1
Artificial intelligence software and cloud infrastructure	0	1	0	0	0	1
Autonomous mobility and transportation technology	0	1	0	1	0	1
Cybersecurity and software supply-chain security	0	1	0	0	0	1
Cybersecurity software	0	0	0	0	0	1
Total	5	5	3	2	2	13

Company count