PORTFOLIO

Weekly Portfolio Spotlight (25 out of 266)

• AN2 Therapeutics (Exit - NASDAQ: ANTX)

• Angellist

• Alto

• Axiom Space

• Binance.US

• Brex

• Chipper Cash

• Databricks

• GrubMarket

• Headspace

• Hut 8 (Exit - NASDAQ: HUT)

• Kapital

• Kasheesh

• Loft Orbital

• Maven Clinic

• Mercury

• Matternet

• Miro

• Qonto

• Rescale

• Skyryse

• Turing

• Vicarious Surgical (Exit - NYSE: RBOT)

• XOS Trucks (Exit - NASDAQ: XOS)

• Wayve

By Sector

Fintech and Insurtech (35)

• Angellist

• Array

• Atomic

• Bilt Rewards

• Bloom Credit 

•  Bolt

• Branch

• Brex

• Caribou fka MotoRefi

• Equi

• Fintor

• Grifin

• Hidden Road

• Hydrogen

• Immuna

• Kafene

•  Kasheesh

• Loanbase

• Mercury

• Ori

• Pogo

• Promise

• Resolve

• Rho

• Setscale

• Sivo

• Stealth Fintech

• Streamlined fka Merchant Candy

• Swaypay

• Synctera

• Toggle

• Treasure

• Unit21

• Vouch

• Wayflyer

Web3/Blockchain/Crypto (4)

• Binance.US

• Ridian

• Hut 8 (Exit - NASDAQ: HUT)

• VegaX

Space/Aerospace/Drones (10)

• Akash Systems

• Axiom Space

• De-Ice

• EPIC Aerospace

• Iris Automation

• Loft Orbital

• Lynk

• Matternet

• Natilus

• Skyryse

Computing/Cloud/GPUs/Chips/Data Warehousing (8)

• Databricks

• Kion fka Cloudtamer

• Kneron

• Neon

• OnSpecta (Exit - Acq’d by Ampere)

• Ori

• Rain Neuromorphics

• Rescale

AI/Computer Vision/ML/RPA (5)

• EARTH AI

• Hyperscience

• Rewind

• Sanas

• Tiliter

Security/Authentication/Data Storage (4)

• Corelight

• ThreatQuotient

• TypingDNA

• ZecOps (Exit - Acq’d by Jamf)

Real Estate/Proptech (10)

• Alfred

• Bungalow

• Doorvest

• Findigs

• Homebound

• Mighty Buildings

• Pacaso

• Proper

• ROOM

• Sundae

Mobility/Transportation/Auto (10)

• Autonomy fka NXCR

• Faction Moto

• Gatik

• Go - X

• Lime

• Revvo

• Sparkcharge

• Spiffy

• Wayve

• XOS Trucks (Exit - NASDAQ: XOS)

Health/Pharmacy (7)

• Alto

• Cabinet Health

• Capsule

• Hone

• Honeybee Health

• Let’s Get Checked

• Maven Clinic

Ecommerce/Supply Chain/Logistics (9)

• BlackCart

• Darkstore (fka FastAF)

• Hailify

• Lucky

• Made + Modern

• Orderful

• Passport

• talkshoplive

• Via.Delivery

Marketplaces (10)

• Club Feast

• GrubMarket

• Havenly

• Hungry

• Jiffy (Exit - Acq’d by Intact Insurance)

• Kyte

• Mercato

• Seated

• StyleSeat

• TOOLBX

Consumer: Fitness (6)

• Ergatta

• FightCamp

• Forte

• Obe

• Studio

• Tonal

 Consumer: Furniture (2)

• Feather (Exit - Acq’d by Vesta)

• Outer

Consumer: Entertainment/Gaming/Social (9)

• GreenPark Sports

• Betr fka Instabet

• Reelgood

• Sanctuary

• Sandbox VR

• Simplebet (Exit - Acq’d by DraftKings)

• Tawkify

• Wave

• Wombo

Consumer: DTC/Rewards/Other (7)

• Atoms

• Ephemeral

• Fetch Rewards

• Gryphon Online Safety

• Headspace

• Point.me

• SISU

F&B/CPG (6)

• Joywell Foods fka Miraculex

• MUD\WTR

• Next in Natural

• Nguyen Coffee Supply

• Positive Food Co.

• Sanzo

 B2B SaaS (19)

• AbstractOps

• Audigent (Exit - Acq’d by Experian)

• AudioMob

• Emotive

• Enaible

• EraDB (Exit - Acq’d by ServiceNow)

• Hellometer

• MainStreet

• Placer

• Polymer Search

• Prepared

• Presto (Exit - NASDAQ: PRST)

• Retail Aware

• Salesken

• Signalwire

• Sift

• Spectrum Labs

• Terra

• WEVO

Future of Work/Collaboration/HR/Benefits (11)

• Airmeet

• Bambee

• Career Karma

• Enboarder

• Howdy

• Fountain

• Remote

• Miro

• Turing

• Workstream

• ZenBusiness

Non-U.S./Emerging Markets  (63)

• Advantage Club (India)

• Apparta (LatAm)

• Atrato (LatAm)

• Belvo (LatAm)

• Betterfly (LatAm)

• Cardekho (India/SEA)

• Chiper (LatAm)

• Chipper Cash (Africa)

• Clau (LatAm)

• Cred (India)

• Creditbook (Pakistan)

• Elmenus (MENA)

• Erad (MENA)

• Falcon/Kite (India)

• Fello (India)

• Float (Africa)

• Foodology (LatAm)

• FrontPage (India)

• Glampus (India)

• GHC (India)

• GoSats (India)

• Homebase (SEA)

• HoyTrabajas (LatAm)

• Infinia (LatAm)

• Justo (LatAm)

• Kapital (LatAm)

• KhataBook (India)

• Krypto (India)

• La Haus (LatAm)

• Landeed (India)

• Lemfi (Africa)

• Lenco (Africa)

• Marco (LatAm)

• Marketforce (Africa)

• MoneyHop (India)

• NearPe (India)

• Odwen (India)

• Ontop (LatAm)

• Orchata (LatAm)

• Oxio (Canada) (Exit - Acq’d by Cogeco)

• Paycaddy (LatAm)

• Phoenix (Canada)

• PideDirecto (LatAm)

• Postex (Pakistan)

• QuickShift (India)

• Qonto (Europe)

• Redcliffe Lifesciences (India)

• SaaS Pay (India)

• SaveIn (India)

• Scripbox (India)

• Sendbox (Africa)

• Skill Lync (India)

• Trell (India)

• Trella (MENA)

• Vendease (Africa)

• Voiz (India)

• Wasoko fka Sokowatch (Africa)

• Waza (Africa)

• Wonder Brands (LatAM)

• Yassir (MENA) (Exit - Secondaries)

• Yuca (LatAm)

• Yummy (LatAm)

• Zax (LatAm)

• Ziina (MENA)

Biotech/Life Sciences/Medical Devices (23)

• 3D Bio

• AN2 Therapeutics (Exit - NASDAQ: ANTX)

• BigHat Biosciences

• Bionaut Labs

• Camp4 Therapeutics (Exit - NASDAQ: CAMP)

• Cartography Biosciences

• dNovo bio

• EnClear Therapies

• Gen1e

• Illuminant

• Inhalon Biopharma

• Ligandal

• Loyal

• LuminDx

• Octant

• Phoenix Molecular Designs

• Sana Health

• Senti Biosciences (Exit - NASDAQ: SNTI)

• Siren

• Sonic Incytes

• Spiderwort

• Unlearn.AI

• Vicarious Surgical (Exit - NYSE: RBOT)

 Frontier Tech/Deep Tech/Robotics (6)

• Cobalt Robotics (Exit - acquired by Dean Drako)

• Koniku

• MindPortal

• Mojo Vision

• Oasis

• SafeStamp

Hardware/3D Printing (1)

• AON3D

Developer Tools (1)

• Archipelo

Creator Tools (1)

• Hype (Acquired by Alta Global)

EdTech (4)

• Begin

• ClassDojo

• Elevate

• Inspira Futures

Sustainability/Impact (2)

• cleancult

• VitroLabs

 Travel/Hospitality (1)

• Bubble Hotels

 Funds (2)

• Bioverge (Biotech)

• Gaingels (Spark: Pre-Seed/Seed Stage Companies)