+1,775%
Realized returns
Since 2020·E-Commerce·Exit
Our Members Accessed These Companies Before The Hype
LIVE PORTFOLIO PERFORMANCE
Track the real-time performance of our portfolio companies with detailed valuation charts
SpaceX
"Making life multiplanetary."
Institutional access before mass adoption.
Entry Valuation
$76B
May 2021
MOIC*
35.0x
Multiple on invested capital
Current Valuation
$2.66T
June 2026
OpenAI
"OpenAI is not a normal company and never will be." - Sam Altman
Zero revenue at entry.
Entry Valuation
$35B
February 2023
MOIC*
24.3x
Multiple on invested capital
Current Valuation
$852B
June 2026
Figure AI
"Figure's mission is to expand human capabilities through advanced AI."
Before humanoids became a thing.
Entry Valuation
$2.6B
February 2024
MOIC*
15.0x
Multiple on invested capital
Current Valuation
$39B
June 2026
Cirkul
"Transforming the $120B beverage industry."
Hydration tech before wellness boom.
Entry Valuation
$1B
June 2022
MOIC*
3.8x
Multiple on invested capital
Current Valuation
$3.8B
June 2026
WhatNot
"Shop, Sell, Connect"
Gamifying commerce for upcoming TikTok generation
Entry Valuation
$1.5B
April 2021
MOIC*
7.7x
Multiple on invested capital
Current Valuation
$11.5B
June 2026
"For a while, we called ourselves the front page of the Internet." - Steve Huffman
Conviction through volatility: IPO dip to 10x
Entry Valuation
$9.5B
September 2021
MOIC*
3.5x
Multiple on invested capital
Current Valuation
$33.7B
June 2026
Dastgyr
"Digitizing a fragmented and unorganized retail market"
Incubating to unlock B2B commerce
Entry Valuation
$8M
February 2021
MOIC*
18.8x
Multiple on invested capital
Current Valuation
$150M
June 2026
Scout AI
"Building autonomous systems for mission-critical inspection and operations."
Autonomous intelligence before physical AI scaled.
Entry Valuation
$52M
September 2024
MOIC*
7.7x
Multiple on invested capital
Current Valuation
$400M
June 2026
Groq
"Ultra-fast inference at production scale."
Inference infrastructure before the compute bottleneck was obvious.
Entry Valuation
$6.9B
July 2025
MOIC*
2.9x
Multiple on invested capital
Current Valuation
$20B
June 2026
Swipe to explore
*Does not account for dilution
PORTFOLIO COMPANIES
Investment Performance
Our portfolio with investment details and returns
+3,400%
Unrealized returns
Since 2021·Aerospace·Active
+1,400%
Unrealized returns
Since 2024·Robotics·Active
+255%
Realized returns
Since 2021·Social·Public
+2,334%
Unrealized returns
Since 2023·AI·Active
+667%
Unrealized returns
Since 2021·E-Commerce·Active
+669%
Unrealized returns
Since 2024·AI·Active
+190%
Realized returns
Since 2025·AI Infrastructure·Exit
+2,600%
Realized returns
Since 2021·Consumer·Active
+364%
Unrealized returns
Since 2019·Apparel·Active
+1,293%
Unrealized returns
Since 2021·Fintech·Active
Investing Alongside Industry Leaders
