Fund

AI compute monopoly. GPU + CUDA ecosystem builds the moat.

Sole supplier of advanced AI chip manufacturing. Irreplaceable.

Only EUV lithography machine maker. Crown jewel of semiconductors.

Chasing NVDA in GPUs. Growing data center AI share with MI series.

Core HBM memory beneficiary. AI storage demand explosion.

AI ASIC custom chips + semiconductor M&A consolidator.

CPU architecture IP dominates mobile, now penetrating AI chips.

Edge network + AI inference layer. Web security infrastructure.

Enterprise software + cloud + AI platform trinity. Cash flow machine.

AI + search ads dual engine. Monetization pace is the key variable.

AWS + e-commerce dual flywheel. AI pushing cloud business value higher.

Cloud transition + AI database demand recovery.

Ad cash flow + open-source AI (Llama) + XR long bet.

EV + autonomous driving + robotics. Valuation anchored in AI, not cars.

Streaming leader + ad-supported tier opens new revenue space.

Music platform + AI recommendations + podcast monetization.

Independent commerce infrastructure. Benefits from de-platformization.

Platform network effects + profitability inflection confirmed.

Advertising + AI algorithm driving profit explosion.

Japan's leading mobile payment super app. SoftBank ecosystem.

China local services platform. Food delivery + instant commerce dominance.

AI + data platform. Government and enterprise dual-wheel drive.

ERP leader. Cloud transition unlocking margin expansion.

Enterprise automation platform. AI increases ARPU.

Data cloud platform. AI data layer beneficiary.

Tax & financial software + AI automation drives efficiency.

E-commerce + cloud. Confirmed holding at low valuation.

Gaming + social cash cow. AI improves efficiency across the board.

China social commerce + Temu global expansion. Aggressive growth engine.

Phone + IoT + EV new story. Ecosystem play.

Power equipment + energy transition beneficiary.

Surgical robotics monopoly.

Cloud security leader. AI security demand explosion.

Nuclear power + AI compute electricity demand beneficiary.

Digital gold. Core institutional asset allocation. Confirmed holding.

Smart contract base layer. Web3 core infrastructure. Confirmed holding.

High-performance perpetuals DEX with on-chain order book.

Binance ecosystem token. High throughput chain + exchange flywheel.

Privacy-enabled blockchain for institutional use cases.

The largest decentralized exchange protocol.

RWA tokenization protocol. Institutional-grade on-chain assets (OUSG, USDY).

Largest US crypto exchange. Institutional gateway to digital assets.

USDC stablecoin issuer. Global financial infrastructure.

Largest decentralized prediction market on Polygon. No token issued yet.

US-regulated centralized prediction market, CFTC licensed. No token.

Macro-focused prediction market on BNB Smart Chain.

Binary & categorical prediction market on Base. No token yet.

Sports-focused scalar prediction market on Base. AMM model.

Crypto card mode for Revolut balances, auto-converting crypto at spend time.

Visa debit card for spending cash or crypto from Coinbase with crypto rewards.

Stablecoin card and payment app for everyday USDT/USDC-style spending.

Stablecoin money app with instant cards for global Web3 spending.

DeFi-native credit card connected to on-chain balances and yield-bearing stables.

Non-custodial account and card for turning wallet assets into everyday spend.

Stablecoin payment infrastructure and card rails for consumer and B2B spend.

Self-custodial Visa debit card linked to Safe smart accounts.

Crypto Visa card and USDT wallet with stablecoin top-ups and BTC cashback.

Kraken money app and card for spending cash or crypto with rewards.

Tap-to-pay crypto app that converts wallet assets at the point of sale.

Crypto-backed Visa card for spending AVAX, USDC, USDT, and WAVAX.

Self-custodial crypto neobank with card spend and Apple Pay support.

Solana self-custody debit card for spending USDC directly from the wallet.

Non-custodial wallet with virtual and physical cards for stablecoin and fiat spend.

Stablecoin-rails USD/EUR account and global card for cross-border workers.

Hyperliquid liquid-banking account with Hyperbeat Pay card and credit mode.

AI model and ecosystem center. Compute + data + application closed loop.

Commercial aerospace + Starlink. Cash flow already validated.

Claude model maker. Safety-first AI route.

TikTok global traffic dominator.

Global payment infrastructure.

Data + AI platform (Lakehouse). Enterprise AI data layer.

European digital bank super app.

Musk's AI company. Compute + data integration play.

Frontend cloud + Next.js platform. AI-native deployment infrastructure.