🦊/Investors

Atreides Management β€” Full Portfolio

37 tracked investments Β· listed companies and verified rows first

Astera Labsasteralabs.comin𝕏NASDAQ: ALAB

Astera Labs develops connectivity solutions for hyperscale data centers.

AI & Machine LearningData & InfrastructureHardwareSemiconductorsSanta Clara, US

Gajendra Sanjay Akkasalamakki(Executive Officer, Director)Jitendra Mohan(Executive Officer, Director)Jitendra M.(Founder)inSanjay Gajendra(Founder)inCasey Morrison(Founder)inDesmond Lynch(Chief Financial Officer)in

Co-investorsState of Mind VenturesIntel CapitalSutter Hill Ventures

Altaaltatech.ioinβœ“ verified

Alta Resource Technologies develops engineered protein-based mineral separation technology to extract rare earth elements and critical minerals from mined ores, electronic waste, and processing byproducts.

CleantechDeep TechEnergyNew Materials

Nathan Ratledge, PhD(CEO)Matthew Lipscomb, PhD(CSO/President)

Co-investorsBaruch Future VenturesJuniperDCVC (Data Collective)In-Q-TelOrion Resource PartnersValor Equity Partners+8 more

Mythic AImythic.aiinπ•βœ“ verified

Mythic builds analog processing units based on compute-in-memory architecture designed to run AI workloads efficiently in real-world applications.

AI & Machine LearningHardwareSemiconductorsPalo Alto, US

Taner Ozcelik(CEO / Board Member)inSteven Pho(CFO)

Co-investorsCatapult VenturesLinse CapitalNew Enterprise Associates (NEA)S3 VenturesDCVC (Data Collective)Lockheed Martin Ventures+12 more

AcuityMDinGrowth Β· Jun 2024

Targeting platform for medical device companies that uncovers new opportunities and tracks existing users.

HealthtechBoston, US

Michael Monovoukas(CEO and Co-Founder)inRobert Coe(CTO and Co-Founder)Lee Smith(Co-Founder and VP of Customer Experience)

BoardLogan Bartlett(Director / Redpoint investor)inEric Vishria(Director / Benchmark investor)in

Co-investorsAjax HealthArtisanal VenturesICONIQ GrowthRedpoint VenturesStepstone GroupBenchmark

Agentsyncagentsync.ioin𝕏Dec 2021 Β· $75M

AgentSync provides insurance infrastructure software that manages onboarding, licensing, and appointment processes for carriers, agencies, MGAs, and producers.

Enterprise SoftwareInsurTechSaaSDenver, US

Niji Sabharwal(Founder & Chief Executive Officer)inJennifer Knight(Founder & Chief Technology Officer)in

Co-investors137 VenturesAnthemis VentureCraft VenturesMischiefNine Four VenturesOperator Collective+4 more

Aria Networksarianetworks.comin𝕏Apr 2026 Β· $125M

Aria Networks builds network switches engineered from the ASIC level to capture high-resolution telemetry, combining network, host system, and ML workload signals into a unified context for issue detection.

AI & Machine LearningData & InfrastructureHardwarePalo Alto, US

Mansour Karam(Executive Officer, Director)inSteven J. Morgan(Executive Officer)Subhachandra Chandra(Executive Officer, Director)

BoardStefan A. Dyckerhoff(Director)inGavin Baker(Director)in

Co-investorsEclipse VenturesSutter Hill VenturesValor Equity Partners

Atreidesatreides.ioin

Atreides transforms large-scale data into structured insights for operators making high-stakes decisions.

AI & Machine LearningData & InfrastructureDeep TechDefense Tech

Co-investors7percent VenturesCapitalGNVIDIAValor Equity Partners

Baltobalto.aiin𝕏Aug 2021 Β· $37.5M

Balto provides real-time AI guidance for contact center agents during calls, suggesting responses and coaching in the moment to improve sales, customer service, and collections conversations.

AI & Machine LearningEnterprise SoftwareSaaSSales TechSt. Louis, US

Marc Bernstein(Co-founder)inChris Kontes(Co-founder)inErin Ryan(CFO)inMichael Goldstein(CTO)inDavidson Girard(Executive Officer)

BoardAlex Rubalcava(Director)

Co-investorsOCA VenturesSandalphon CapitalSierra VenturesCultivation CapitalJump CapitalStripes+1 more

Celerocelero.com.brinNov 2025 Β· $140M

Celero is a data infrastructure platform for legal entities (PJs) in Latin America that uses artificial intelligence to help financial institutions gain comprehensive customer insights and optimize credit expansion for business customers.

AI & Machine LearningData & InfrastructureFintechSΓ£o Paulo, BR

JoΓ£o Henrique Tosin(Founder)inPedro Chaves(Founder)in

Co-investorsAllievo CapitalHoney Island CapitalCapitalGMaverick SiliconSutter Hill VenturesValor Equity Partners

Celero Communicationscelero.incinNov 2025 Β· $140M

Celero Communications develops coherent DSP (digital signal processor) technology for high-bandwidth, low-power optical connections used in AI and data center infrastructure.

Deep TechHardwareSemiconductorsLaguna Beach, US

Oscar Agazzi(Executive Officer, Director)inNariman Yousefi(Executive Officer, Director)in

BoardRobert Abbott(Director)inStefan Dyckerhoff(Director)inJames Luo(Director)inGavin Baker(Director)in

Co-investorsCapitalGMaverick SiliconSutter Hill VenturesValor Equity Partners

Cerebrasfoundationcapital.comin𝕏Sep 2025 Β· $1.1B

Foundation Capital is an early-stage venture capital firm that invests in founders at the idea stage, often as a company's first investor and in pre-revenue rounds.

San Francisco, US

Co-investorsFoundation Capital1789 CapitalAlpha Wave GlobalAltimeter CapitalBenchmarkFidelity Investments+2 more

Chain Reactionchain-reaction.ioin𝕏Feb 2023 Β· $70M

Chain Reaction designs processors, including its 3PU FHE processor, that make fully homomorphic encryption practical for large-scale computation on encrypted data.

CybersecurityHardwareSemiconductors

Alon Webman(Founder)in

Co-investorsHanaco Venture CapitalJVPMorgan Creek Capital

Decartdecart.aiin𝕏Growth Β· May 2026 Β· $300M

Decart builds infrastructure and real-time AI models for live, interactive experiences, optimizing the stack from hardware to live models.

AI & Machine LearningCloud ComputingData & InfrastructureDeep TechDeveloper ToolsGamingRoboticsSemiconductorsSan Francisco, US

Moshe Shalev(Co-founder and Chief Product Officer)inDr. Orian Leitersdorf(Co-founder and Chief Scientist)Dean Leitersdorf(CEO & co-founder)in

Co-investorsRadical VenturesBenchmarkAbstract VenturesManhattan Venture PartnersNVIDIASequoia Capital+6 more

Druvadruva.comin𝕏Apr 2021 Β· $147M

Druva provides a cloud-native SaaS platform for data backup, protection, recovery, and AI-driven data insights across enterprise data and workloads.

Cloud ComputingCybersecuritySaaSSunnyvale, US

Milind Borate(Director)inJaspreet Singh(Founder & CEO)inMahesh Patel(Executive Officer)inEugenia Buzogly(Executive Officer)

BoardShailendra Jit Singh(Director)inJishnu Bhattacharjee(Director)in

Co-investorsArbor Ventures UKFounders Circle CapitalHercules Capital, Inc.Orios Venture PartnersPeak XV PartnersRiverwood Capital+8 more

Empowerempowersemi.cominSep 2025 Β· $140MAcquired

Empower Semiconductor designs power management and mixed-signal integrated circuits, including high-power and voltage regulation devices for the semiconductor industry.

AI & Machine LearningDeep TechHardwareSemiconductors

Tim Phillips(Chief Executive Officer & President, Founder)inGene Sheridan(Founder)inTrey Roessig(Chief Technology Officer & SVP Engineering)Kurt Redfield(Chief Financial Officer & Treasurer)

Co-investorsCapitalGRaptor GroupSamsung Catalyst FundSocratic PartnersFidelity InvestmentsIndex Ventures+6 more

Empowerempowercultura.esinSep 2025 Β· $140M

Empowercultural provides cultural accessibility solutions for museums, art centers, and cultural institutions, with a focus on ensuring people with autism and other needs can participate in cultural experiences without barriers.

EdTechImpact & Social GoodMadrid, ES

Co-investorsShip2BBlisceCapitalGCommunity Investment ManagementFidelity InvestmentsIcon Ventures+6 more

Enfabricaenfabrica.netin𝕏Growth Β· Jun 2023 Β· $125MAcquired

Enfabrica develops networking silicon and infrastructure for AI and accelerated computing, using a multi-path switched fabric that connects CPUs, GPUs, and memory endpoints with fault tolerance and load distribution.

AI & Machine LearningData & InfrastructureSemiconductorsMountain View, US

Shrijeet Mukerjee(Director)Rochan Sankar(Executive Officer, Director)inShrijeet Mukherjee(Founder)in

BoardGavin Baker(Director)inStefan Dyckerhoff(Director)

Co-investorsAlumni VenturesBasecamp FundCastor VenturesCisco InvestmentsProsperity7 VenturesSamsung Catalyst Fund+7 more

Genvidgenvid.comin𝕏

Genvid is a media technology company building studio-grade production management infrastructure for generative AI content, with native generation, version control, asset tracking, and provenance for film, TV, and games.

AI & Machine LearningGamingMedia & EntertainmentSaaSNew York, US

Jacob Navok(CEO & Co-Founder)inChristopher Cataldi(COO & Co-Founder)inFabien Ninoles(CTO & Co-Founder)inJerry Heinz(CIO)inStephan Bugaj(Chief Creative Officer)in

Co-investorsOCA VenturesGalaxy InteractiveHorizons VenturesMakers FundMarch Capital PartnersValor Equity Partners

Habana Labshabana.aiJan 2026 Β· $107M

Habana Labs designs AI processors optimized for training deep neural networks and inference deployment in production environments.

AI & Machine LearningHardwareSemiconductors

David Dahan(Founder)in

Co-investorsBattery VenturesBessemer Venture PartnersCelesta CapitalCelesta CapitalCisco InvestmentsWinklevoss Capital+4 more

Inphiinphi.comin𝕏Sep 2026 Β· $275Macquired by Marvell

Marvell designs custom silicon and system-level connectivity productsβ€”including interconnects and network switchesβ€”for AI data center infrastructure, enterprise networking, and 5G carrier applications.

Deep TechHardwareSemiconductors

Loi Nguyen, PhD(Founder)in

Co-investorsICCP Venture PartnersCapitalGMaverick SiliconSutter Hill VenturesValor Equity PartnersWalden International

K Healthkhealth.aiNov 2020 Β· $42M

HealthtechNew York, US

Ran Shaul(Executive Officer)Allon Bloch(Executive Officer, Director)inAshok Balakrishnan(Executive Officer)Chen Yehudai(Executive Officer)inYaron Savoray(Executive Officer)Adam Singolda(Director)

Co-investorsComcast VenturesLerer HippeauMangrove Capital PartnersNotable CapitalPartners ResolutePrimary Venture Partners+9 more

K Healthk-health.comNov 2020 Β· $42M

K-Health is a Korean health news and medical information platform that publishes articles about diseases, medical treatments, healthcare policy, and wellness topics for general readers and patients.

HealthtechMedia & Entertainment

Allon Bloch(Founder)in

Co-investorsNotable Capital14WBoxGroupComcast VenturesLerer HippeauMangrove Capital Partners+4 more

Lightbits Labslightbitslabs.comin𝕏Growth

Lightbits Labs is a software-defined storage vendor that developed the NVMe over TCP (NVMe/TCP) protocol and delivers high-performance, scalable data storage for performance-sensitive workloads.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise Software

Co-investorsCelesta CapitalCelesta CapitalSquare Peg Capital

Lumilenslumilens.comin

Lumilens develops photonics-based optical interconnect technology to support the scaling of AI infrastructure and data centers, addressing the limits of electrical and legacy optical interconnects for scale-out and scale-up architectures.

Deep TechHardwareSemiconductorsSan Jose, US

Ritesh Kapahi(Founder)in

Co-investorsMayfield FundMVP VenturesBain Capital VenturesSpark CapitalThomvest Ventures

Luoluopay.coOct 2025 Β· $140M

Luo builds financial infrastructure that lets businesses in emerging markets send cross-border payments to the rest of the world with more speed, transparency, and reliability.

Enterprise SoftwareFintechParis, FR

Hamza Benkirane(CEO)inMorgan Wirtz(CPO)in

Co-investorsEntrepreneur FirstMaC Venture CapitalProtagonistSamos InvestmentsTranspose Platform ManagementCapitalG+6 more

Nexargetnexar.comin𝕏Nov 2021 Β· $53M

Nexar manufactures AI-powered dash cams with cloud storage, real-time incident detection, and live streaming capabilities for drivers.

AI & Machine LearningHardwareIoT

Bruno Fernandez-Ruiz(Co-Founder & CTO)inEran Shir(Founder)in

Co-investorsAlephCatalyst Investments, L.P.Expansion Venture CapitalManiv MobilityMosaic VenturesSienna Venture Capital+5 more

Positron AIpositron.aiin𝕏Jan 2026 Β· $230M

Positron builds purpose-built hardware and inference accelerator silicon for running Transformer-based generative AI models, offering inference appliances that map HuggingFace Transformers models onto the hardware and expose an OpenAI API-compliant endpoint.

AI & Machine LearningHardwareSemiconductorsLovelock, US

Thomas Sohmers(Executive Officer, Director)inBarrett Woodside(Founder)inEdward Kmett(Founder)inMitesh Agrawal(Executive Officer, Director)in

BoardRobert Reid(Director)

Co-investorsAsimov VenturesBanyan VenturesCaucasus VenturesFlume VenturesIneffable VenturesInvariantes Fund+10 more

SiFivesifive.comin𝕏Growth Β· Apr 2026 Β· $400M

SiFive develops processor IP based on the open-standard RISC-V instruction set architecture, offering customizable and scalable chip designs.

Deep TechHardwareSemiconductorsSan Francisco, US

Yunsup Lee(Executive Officer, Director)inKrste Asanovic(Director)inAndrew WatermaninStefan A Dyckerhoff(Executive Officer, Director)inNaveed Sherwani(Executive Officer)inPatrick Little(CEO)in

Co-investorsBerkeley SkyDeck FundCoatue ManagementIntel CapitalOUP (Osage University Partners)Prosperity7 VenturesQualcomm Ventures+6 more

Sila Nanotechnologiessilanano.comin𝕏Growth Β· Jul 2026

Sila Nanotechnologies engineers next-generation battery materials, particularly silicon anodes, for use in electric vehicles, wearables, and other energy-intensive applications.

Deep TechEnergyHardwareNew MaterialsSan Jose, US

Gleb Yushin(Co-Founder & CTO)inGene Berdichevsky(Executive Officer, Director)inO. Abbey Omokhodion(Executive Officer)inWarren DeSouza(Executive Officer)in

BoardMichael L. Speiser(Director)inByron Deeter(Director)in

Co-investors8VCBessemer Venture PartnersCoatue ManagementCongruent VenturesFoothill VenturesIn-Q-Tel+4 more

Skyryseskyryse.comin𝕏Growth Β· Feb 2026

Skyryse develops SkyOS, a flight-control operating system that simplifies aircraft operation through automated maneuvers, emergency management, and optionally piloted or autonomous flight.

Deep TechDefense TechMobility & TransportationEl Segundo, US

Mark Groden(Founder & CEO)inStephen Koo(Executive Officer, Director)inBlake Bilstad(Executive Officer)in

BoardLior Susan(Director)inWill Summerlin(Director)Ethan Batraski(Director)in

Co-investorsCantos VenturesCity LightDas & Co.Embedded VenturesFlucas VenturesFOG Ventures+19 more

Valuevalue.space

Value.Space provides satellite-based risk assessments for insurance underwriters and risk engineers using digital models of assets, climate data, and movement data to assess risk.

Climate TechInsurTech

Reijo Pold(Founder)in

Co-investorsBADideas.fundGreat Stuff VenturesInventureSpecialist VC8VCFounders Fund+4 more

WekaIO, Inc.weka.ioin𝕏May 2024

WEKA develops a high-performance data infrastructure platform designed for AI and HPC workloads, offering storage and compute management across edge, core, and cloud environments.

AI & Machine LearningCloud ComputingData & Infrastructure

Liran Zvibel(Founder)in

Co-investors10DCelesta CapitalCelesta CapitalHitachi VenturesKey1 CapitalLumir Ventures+8 more

Xsightxsight.onlinein𝕏Jul 2026 Β· $300M

XSight is a multiplayer augmented reality platform that connects metaverse experiences to real-world scenarios such as coffee runs, conferences, and nightlife.

ConsumerGamingSocial

Co-investorsYoubi CapitalBattery VenturesFidelity InvestmentsIntel CapitalKey1 CapitalMaverick Capital+2 more

Other

Tracked investments with no reachable website or further public details β€” typically companies that wound down, renamed, or were absorbed.

Moov TechnologiesReactionRun-A-MuckSwitch Tech

Rows marked β€œSEC filing” are inferred from directors named on the company's SEC Form D β€” public regulatory data, not a portfolio list published by the firm.