Portfolio map

7 of 28 public holdings up (last trading day). Best: Twilio +4.1%. Worst: Intel −5.7%.9 of 28 public holdings up (past week). Best: Twilio +7.9%. Worst: Xanadu −35.3%.19 of 28 public holdings up (past month). Best: AMD +27.5%. Worst: Xanadu −54.0%.19 of 28 public holdings up (year to date). Best: Sandisk +622%. Worst: Xanadu −40.4%.15 of 28 public holdings up (past year). Best: Sandisk +1409%. Worst: Coinbase −42.6%.

Software & internet19

Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023

AI & compute18

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026

Fintech & banking9

Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022

Everything else7

After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021

Mobility & space6

AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Health & bio5

ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026

Software & internet19

Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023

AI & compute18

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026

Fintech & banking9

Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022

Everything else7

After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021

Mobility & space6

AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Health & bio5

ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026

🇺🇸 United States27

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023

🇦🇺 Australia23

AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Not on file3

AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021

Elsewhere3

RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023

🇳🇱 Netherlands2

ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026

🇨🇳 China2

BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023

🇬🇧 United Kingdom2

OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021

🇨🇦 Canada2

Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026

🇺🇸 United States27

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023

🇦🇺 Australia23

AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Not on file3

AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021

Elsewhere3

RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023

🇳🇱 Netherlands2

ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026

🇨🇳 China2

BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023

🇬🇧 United Kingdom2

OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021

🇨🇦 Canada2

Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026

Private36

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Public28

Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026

Private36

A1ZapA1ZapAI · San Francisco, United StatesA social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Invested Mar 2025After.comAfter.comConsumer · Provo, United StatesOnline direct cremation, pre-planning and funeral insurance for US families.Invested Oct 2021AmplifiedAmplifiedAdtech · Adelaide, AustraliaAttention measurement and prediction for advertisers, built on real human viewing data.Invested Sep 2021ArinexArinexEvents · Sydney, AustraliaAustralian conference organiser and event technology group for associations, government and corporates.Invested Oct 2021ArintraArintraHealthtech · San Francisco, United StatesAutonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Invested Aug 2023AtelierAtelierManufacturing · Sydney, AustraliaAn innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Invested Jun 2023AtriumAtriumAIAn AI chief of staff that manages your inbox and professional relationships.Invested Aug 2025AutoGrabAutoGrabAutomotive · Melbourne, AustraliaVehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Invested Oct 2023Bower LabsBower LabsAI · Gold Coast, AustraliaAn AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Invested Jul 2026Chipper CashChipper CashFintech · San Francisco, United StatesCross-border payments, virtual USD cards and investing for Africans, plus business payment services.Invested Jun 2021Cova AICova AIInsurtech · Brisbane, AustraliaAI assistants and workflow tools built specifically for insurance brokers and underwriters.Invested Jun 2025EverlabEverlabHealthtech · Melbourne, AustraliaPreventative health memberships that find problems before they become disease.Invested Dec 2023FlyweelFlyweelFintech · Brisbane, AustraliaFinancial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Invested Jun 2026Future GolfFuture GolfConsumer · Melbourne, AustraliaA digital golf membership giving golfers access to a network of partner courses, events and an app.Invested Jun 2025GliderGliderFintech · Sydney, AustraliaAn API-first payments platform that improves how billers notify customers and collect payments.Invested Mar 2022HEXHEXEdtech · Melbourne, AustraliaEntrepreneurship, innovation and tech-skills programs for students and early-career professionals.Invested Oct 2021iioniionAdtech · Sydney, AustraliaA gaming advertising platform connecting brands with game publishers and players.Invested Jun 2024ImaliClickImaliClickInsurtechAn embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Invested Feb 2022InstantInstantSoftware · Sydney, AustraliaAI-powered email and SMS retention marketing for eCommerce brands.Invested Jan 2024me&ume&uSoftwareOrdering, payments, reservations and guest marketing software for restaurants, pubs and venues.Invested Dec 2021MiLaboratoriesMiLaboratoriesBiotech · San Francisco, United StatesMaker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Invested Aug 2024OfficelyOfficelySoftware · London, United KingdomDesk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Invested Nov 2021OneMRIOneMRIHealthtech · Brisbane, AustraliaPreventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Invested Apr 2025PearlerPearlerFintech · Sydney, AustraliaLong-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Invested Nov 2021Plum GuidePlum GuideTravel · London, United KingdomCurated holiday-home rental platform that vets homes so guests can book stays with confidence.Invested Nov 2021preeziepreezieSoftware · Melbourne, AustraliaAI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Invested Nov 2021PUSHASPUSHASMarketplace · Sydney, AustraliaMarketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Invested Aug 2021QSICQSICAdtech · Melbourne, AustraliaAI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Invested Sep 2025RivyRivyClimate · Lagos, NigeriaClean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Invested Oct 2021Rockfish DataRockfish DataAI · San Ramon, United StatesSynthetic data for testing and evaluating AI models and agents before they reach production.Invested Jul 2023StreamkapStreamkapData · San Francisco, United StatesManaged real-time change data capture that streams database changes into warehouses, lakes and apps.Invested Nov 2023SwitchboardSwitchboardLogistics · Sydney, AustraliaCloud integration platform that connects the systems of suppliers, retailers and logistics providers.Invested Apr 2024TixelTixelMarketplace · Melbourne, AustraliaFan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Invested Apr 2022TreintaTreintaFintech · Bogotá, ColombiaBusiness management app and AI tools for small businesses in Latin America and the US.Invested Apr 2022VexevVexevHealthtech · Sydney, AustraliaAI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Invested Jun 2026ZendirZendirSpace · Canberra, AustraliaDigital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Invested Jul 2024

Public28

Alphabet−0.3%−3.4%+0.7%+9.7%+40.8%AlphabetInternet · Mountain View, United States1D −0.3%1W −3.4%1M +0.7%YTD +9.7%1Y +40.8%Invested Mar 2023Amazon−1.4%−4.8%−3.9%+6.6%+10.8%AmazonInternet · Seattle, United States1D −1.4%1W −4.8%1M −3.9%YTD +6.6%1Y +10.8%Invested Mar 2023AMD−3.6%−1.2%+27.5%+184%+277%AMDSemiconductors · Santa Clara, United States1D −3.6%1W −1.2%1M +27.5%YTD +184%1Y +277%Invested Apr 2021Apple−0.8%−0.2%+7.6%+24.8%+33.5%AppleConsumer tech · Cupertino, United States1D −0.8%1W −0.2%1M +7.6%YTD +24.8%1Y +33.5%Invested 2017ASML+1.6%+3.5%+2.1%+66.4%+85.2%ASMLSemiconductors · Veldhoven, Netherlands1D +1.6%1W +3.5%1M +2.1%YTD +66.4%1Y +85.2%Invested Nov 2024Bank of America−2.2%−4.3%−8.9%+2.5%+8.1%Bank of AmericaBanking · Charlotte, United States1D −2.2%1W −4.3%1M −8.9%YTD +2.5%1Y +8.1%Invested Apr 2023Broadcom−0.9%−3.6%−5.7%+1.6%+7.4%BroadcomSemiconductors · Palo Alto, United States1D −0.9%1W −3.6%1M −5.7%YTD +1.6%1Y +7.4%Invested Mar 2026BYD−1.0%−4.6%−14.1%−18.0%−28.7%BYDAutomotive · Shenzhen, China1D −1.0%1W −4.6%1M −14.1%YTD −18.0%1Y −28.7%Invested Mar 2023CleanSpark−4.4%−9.6%+3.0%+31.8%−10.3%CleanSparkBitcoin mining · Henderson, United States1D −4.4%1W −9.6%1M +3.0%YTD +31.8%1Y −10.3%Invested Jul 2026Cloudflare+1.4%+0.7%+14.8%+79.6%+61.9%CloudflareCloud · San Francisco, United States1D +1.4%1W +0.7%1M +14.8%YTD +79.6%1Y +61.9%Invested Mar 2023Coinbase−1.7%−4.6%+0.6%−15.2%−42.6%CoinbaseFintech · United States1D −1.7%1W −4.6%1M +0.6%YTD −15.2%1Y −42.6%Invested Apr 2021Intel−5.7%−4.7%+26.0%+214%+237%IntelSemiconductors · Santa Clara, United States1D −5.7%1W −4.7%1M +26.0%YTD +214%1Y +237%Invested Mar 2023IREN−5.5%−11.7%+2.9%+10.5%−9.2%IRENAI · Sydney, Australia1D −5.5%1W −11.7%1M +2.9%YTD +10.5%1Y −9.2%Invested Jun 2026Meta−4.8%−3.5%+25.4%+8.7%−3.4%MetaInternet · Menlo Park, United States1D −4.8%1W −3.5%1M +25.4%YTD +8.7%1Y −3.4%Invested Mar 2023Micron−2.6%+1.0%+12.7%+270%+544%MicronSemiconductors · Boise, United States1D −2.6%1W +1.0%1M +12.7%YTD +270%1Y +544%Invested Jun 2024Microsoft−1.3%+1.5%+0.8%+6.0%−0.2%MicrosoftSoftware · Redmond, United States1D −1.3%1W +1.5%1M +0.8%YTD +6.0%1Y −0.2%Invested Jun 2021Nebius−2.3%−0.4%+6.1%+177%+110%NebiusAI · Amsterdam, Netherlands1D −2.3%1W −0.4%1M +6.1%YTD +177%1Y +110%Invested Jun 2026Nvidia+1.7%+0.7%+0.5%+23.0%+26.2%NvidiaSemiconductors · Santa Clara, United States1D +1.7%1W +0.7%1M +0.5%YTD +23.0%1Y +26.2%Invested 2019Salesforce−2.9%−3.9%−9.7%−13.6%−6.5%SalesforceSoftware · San Francisco, United States1D −2.9%1W −3.9%1M −9.7%YTD −13.6%1Y −6.5%Invested Jun 2026Sandisk−3.7%−3.0%+15.4%+622%+1409%SandiskSemiconductors · Milpitas, United States1D −3.7%1W −3.0%1M +15.4%YTD +622%1Y +1409%Invested Jul 2026ServiceNow−3.1%−4.5%−5.0%−14.2%−30.1%ServiceNowSoftware · Santa Clara, United States1D −3.1%1W −4.5%1M −5.0%YTD −14.2%1Y −30.1%Invested Jun 2026Shopify+1.2%+4.4%−6.7%−10.5%−3.3%ShopifySoftware · Ottawa, Canada1D +1.2%1W +4.4%1M −6.7%YTD −10.5%1Y −3.3%Invested Mar 2023SpaceX−2.2%−4.2%+3.3%−9.6%−9.6%SpaceXSpace · Starbase, United States1D −2.2%1W −4.2%1M +3.3%YTD −9.6%1Y −9.6%Invested Jun 2026Tencent+1.0%+0.6%−1.2%−25.8%−33.1%TencentInternet · Shenzhen, China1D +1.0%1W +0.6%1M −1.2%YTD −25.8%1Y −33.1%Invested Mar 2023Tesla−3.9%−4.8%+0.7%−20.5%−19.3%TeslaAutomotive · Austin, United States1D −3.9%1W −4.8%1M +0.7%YTD −20.5%1Y −19.3%Invested 2016TSMC+0.5%+1.7%+6.3%+50.2%+67.5%TSMCSemiconductors · Hsinchu, Taiwan1D +0.5%1W +1.7%1M +6.3%YTD +50.2%1Y +67.5%Invested Jun 2023Twilio+4.1%+7.9%+18.9%+102%+175%TwilioSoftware · San Francisco, United States1D +4.1%1W +7.9%1M +18.9%YTD +102%1Y +175%Invested Mar 2023Xanadu−4.2%−35.3%−54.0%−40.4%−40.4%XanaduQuantum computing · Toronto, Canada1D −4.2%1W −35.3%1M −54.0%YTD −40.4%1Y −40.4%Invested May 2026