Coatue Management

AI research company building artificial general intelligence, creator of ChatGPT, GPT-4, DALL-E, and the OpenAI API platform.

AI safety company and maker of Claude AI models

Data and AI company that provides a unified analytics platform built on Apache Spark, enabling data engineering, data science, and machine learning at scale.

AI data infrastructure company that provides data labeling, model evaluation, and software to accelerate the development of AI applications for enterprises, government agencies, and AI labs.

Aerospace manufacturer and space transportation company designing, manufacturing, and launching advanced rockets and spacecraft with the goal of enabling human life on Mars.

Electric vehicle manufacturer producing the R1T pickup truck, R1S SUV, and commercial delivery vans for Amazon. Founded in 2009, Rivian went public in November 2021 in one of the largest IPOs in US history. Operates manufacturing in Normal, Illinois with a second plant planned in Georgia.

Specialized cloud infrastructure provider purpose-built for GPU-accelerated workloads. Operates large-scale data centers optimized for AI model training and inference, serving as a key compute partner for frontier AI labs.

DayOne is a hyperscale data center platform providing AI-optimized digital infrastructure across Asia-Pacific and Europe, spun out from GDS Holdings.

Online grocery delivery and pick-up platform connecting customers with personal shoppers. One of the largest grocery technology companies in the US.

AI hardware company that builds the world's largest chip (WSE) for training and inference of large AI models.

Camera and social media company behind Snapchat, the visual messaging app with disappearing messages, Stories, augmented reality Lenses, and Snap Map, reaching over 800 million monthly active users.

On-demand food delivery platform connecting consumers with local restaurants and stores, operating as the largest food delivery service in the United States with over 56% market share.

Corporate card and spend management platform that helps businesses save money on expenses. Combines corporate cards with software for expense management, bill payments, accounting automation, and procurement. Known for its rapid growth, reaching $100M ARR in under 3 years.

Workforce management platform that unifies HR, IT, and finance into a single system built on a unified employee graph.

Global payments platform enabling businesses to accept payments online and in-app, providing a unified API for card processing, local payment methods, fraud detection, and payouts across 150+ currencies.

Skild AI develops generalist foundation models for robotics and physical-world AI intelligence, enabling robots to perform a wide range of tasks through embodied AI.

Low-code platform combining the simplicity of a spreadsheet with the power of a database, enabling teams to build collaborative apps and workflows without writing code, used by over 500,000 organizations.

All-in-one corporate travel, payments, and expense management platform (formerly TripActions). Combines travel booking, corporate-issued payment cards, expense reporting, and analytics for businesses. Serves over 10,000 customers globally and went public on the Nasdaq (NAVN) in October 2025.

Opendoor is a digital real estate platform that pioneered the iBuying model, enabling homeowners to sell their homes online with instant cash offers. The company uses data science and pricing algorithms to buy, renovate, and resell residential homes.

Social news aggregation and discussion platform where users submit, vote on, and discuss content across millions of community-driven forums called subreddits.

Developing low-cost, multi-day energy storage using rechargeable iron-air batteries capable of delivering electricity for 100 hours at less than 1/10th the cost of lithium-ion. The batteries work by reversibly rusting and de-rusting iron using water and air. Manufacturing at Form Factory 1 in Weirton, West Virginia (550,000 sq ft). Signed $1B deal with Google for 300MW/30GWh system powering its Minnesota data center. Planning IPO in 2027.

Open-source columnar database management system designed for real-time analytics and AI workloads. Originally developed at Yandex and open-sourced in 2016, it became an independent company in 2021.

Harvey builds domain-specific AI for legal and professional services. The platform streamlines workflows in contract analysis, due diligence, compliance, and litigation, serving over 1,000 customers in 60+ countries including global law firms and Fortune 500 enterprises.

Communication platform for communities and friends, offering voice, video, and text chat used by hundreds of millions of people worldwide.

Global HR and payroll platform that enables companies to hire, pay, and manage workers and contractors in over 150 countries, handling compliance, taxes, and benefits.

Lime is the world's largest shared electric vehicle company, providing electric scooter, e-bike, and e-moped rentals in over 280 cities across nearly 30 countries. The company reported $686 million in revenue for 2024 and has been free cash flow positive for two consecutive years.

SpotOn is a software and payments platform for restaurants and small businesses, offering point-of-sale systems, online ordering, marketing tools, and workforce management. Founded by twin brothers Matt and Zach Hyman, the company serves as an all-in-one operating system that helps merchants run and grow their businesses.

AI research company building generative AI tools for video, image, and multimedia content creation. Develops foundation models for video generation including its Gen series of models, and is expanding into world models that simulate physics-aware environments.

Collaborative interface design tool that runs in the browser, enabling real-time multiplayer editing for design teams.

AI-powered background check platform that modernizes the hiring process for companies of all sizes, serving over 100,000 customers including Uber, DoorDash, and Instacart.

Dapper Labs builds consumer applications for the tokenized economy, creating CryptoKitties (which introduced the ERC-721 NFT standard), NBA Top Shot, NFL ALL DAY, and the Flow blockchain. The company is one of the most prominent in the NFT and Web3 space, enabling people to own, earn, and trade digital assets from major brands.

Box is a cloud content management and file sharing platform for businesses. The company helps organizations securely manage, share, and collaborate on content across their enterprise, serving over 100,000 businesses worldwide.

Neurotechnology company developing a brain-computer interface called Science Eye to restore vision for people with retinal diseases. Uses a thin-film microLED display implanted behind the retina. Founded by Neuralink co-founder Max Hodak.

Open-core DevSecOps platform delivered as a single application for the entire software development lifecycle, from planning and source code management to CI/CD, security, and monitoring.

OpenSea is a decentralized marketplace for NFTs and digital assets. Originally the world's largest NFT marketplace, the platform has evolved into a multi-chain trading platform supporting NFTs and token trading across 22+ blockchains. Founded after being inspired by CryptoKitties, the platform relaunched as OS2 in 2025 with cross-chain functionality and reduced fees.

dbt Labs is the company behind dbt (data build tool), an open-source analytics engineering framework that enables data teams to transform data in their warehouses using SQL. Originally founded as Fishtown Analytics, the company signed a definitive agreement to merge with Fivetran in October 2025 in an all-stock deal, creating a combined data infrastructure company approaching $600M in ARR.

Starburst is the commercial company behind Trino (formerly PrestoSQL), the open-source distributed SQL query engine. The platform provides a data lakehouse analytics layer that lets enterprises query data across any source without requiring data movement or migration.

Autonomous construction technology company that retrofits heavy equipment like excavators with autonomous capabilities. Founded by ex-Waymo engineers.

Mercury is a fintech company that provides business banking services built specifically for startups, small businesses, and scaling companies. The platform combines FDIC-insured checking and savings accounts with modern tools like cashflow analytics, intuitive dashboards, and efficient payments. Trusted by over 200,000 startups, Mercury reached $650 million in annualized revenue by Q3 2025.

All-in-one workspace that combines notes, documents, wikis, project management, and AI-powered tools used by millions of individuals and teams worldwide.

Mux provides video infrastructure for developers through an API-first platform. Its core products are Mux Video (encoding, storage, and streaming) and Mux Data (quality-of-experience analytics monitoring billions of streams).

Privacy-first digital identity platform that used Bluetooth Low Energy to replace physical keys, cards, and badges. A smartphone emitted an identity signal picked up by sensors on doors, elevators, and turnstiles, functioning as a universal single sign-on for the physical world.