We are generalists in a world of specialists, operating in both private and public markets. This broad perspective and knowledge base often gives us a differentiated view.

Our global public portfolio is highly concentrated, comprised of sector leaders with superior cash flow, strong capital efficiency and excellent growth optionality. We look to build long-term positions and relationships with our public company partners. We do not disclose our positions.

Our portfolio of private venture and growth-stage companies is marked by protective moats, compounding growth prospects and exceptional leadership, with an affinity for neglected corners of markets.

Select investments and recent exits from our private portfolio are listed below.

Amplified Industries cloud-based remote automation and monitoring systems for industrial applications.

Bento: self-insured alternatives to traditional insurance-based dental plans.

Breezeway is a mobile solution for intelligent property care and maintenance.

Breezeway: cloud-based property care and operations platform.

Capital Provisions: full-service vending operator.

Carecubes: compact, negative-pressure isolation units that stop the spread of infectious disease.

Cartesian Therapeutics is a clinical-stage biotechnology company developing novel cellular immunotherapies to cure cancer.

Cartesian Therapeutics: clinical-stage cell therapies through RNA engineering in autoimmune and oncology (NASDAQ: RNAC).

Censinet is a software and services company redefining vendor risk management in healthcare.

Censinet: software and services redefining vendor risk management in healthcare.

CFS is combining proven physics backed by decades of government-funded research with a revolutionary magnet technology to accelerate the path to commercial fusion energy.

CFS: reactor technology company with a practical and efficient approach to fusion energy.

Congruity360: single-source data governance provider bringing order to data chaos.

ECL’s virtualized lab platform is changing the way scientific research is conducted.

ECL: virtualized lab platform changing the way scientific research is conducted.

eXIthera is a clinical-stage biotech company developing small molecule drugs for the prevention of thrombosis without increased risk of bleeding.

eXIthera: clinical-stage biotech developing small molecule drugs for the prevention of thrombosis without increased risk of bleeding.

JETCOOL Technologies is commercializing a novel liquid cooling technology for high power electronics for data center, electric vehicle and aerospace applications.

JETCOOL: liquid cooling technologies for high power electronics with data center, blockchain and aerospace applications.

MarginEdge offers cloud-based restaurant management software which dramatically streamlines restaurant operations.

MarginEdge: cloud-based restaurant management and payments software.

Meili: platform enabling mobility companies to integrate seamlessly with airlines, travel & technology partners

Moonshine is one of the largest dairy farms in New Zealand.

Moonshine: one of the largest dairy farms in New Zealand.

Nanoscale Powders: high performance metal compositions metal compositions, including titanium metal, alloys, and intermetallic powders.

Remedy Plan is developing therapeutics that halt tumor growth and disrupt the cancer stem cells that cause metastasis.

Remedy Plan: early-stage therapeutics disrupting cancer stem cells that cause metastasis.

SpottedRisk: bonding and lending solutions for the film and TV production industries.

Selux Diagnostics is pioneering a breakthrough technology platform enabling fast, personalized treatment for bacterial infections.

Selux Diagnostics: breakthrough technology platform enabling fast, personalized treatment for bacterial infections.

SRS Medical improves urologic care with simple, proven technologies for men with Benign Prostate Hyperplasia (BPH).

SRS Medical: bladder health diagnostics and medical devices for benign prostate hyperplasia (BPH).

Wren: drug discovery for neurodegenerative diseases.

Zixi makes it easy for media companies to deliver live video events by enhancing IP networks to perform at broadcast quality, securely leveraging cloud infrastructures at scale.

Zixi: global leader in broadcast-quality live video over unmanaged IP networks.

4G Clinical is a software & services company addressing the extreme cost and time pressures of clinical trials.

4G Clinical: cloud-based RTSM and supply optimization solutions for clinical trials (ACQUIRED).

Best Doctors is a global benefits provider improving the quality and cost of healthcare. (ACQUIRED).

Best Doctors: global benefits provider improving the quality and cost of healthcare. (ACQUIRED).

Cullinan is developing therapeutics that will dramatically improve the standard-of-care for those with cancer. (NASDAQ:CGEM)

Cullinan: creating new standards of care for patients with cancer (NASDAQ:CGEM).

Cyft is developing predictive analytics software for the healthcare and life sciences industries.

Cyft: predictive analytics software for the healthcare and life sciences industries (ACQUIRED).

Mimetogen Pharmaceuticals is a clinical stage biotechnology company focused on treating opthalmic diseases with high unmet medical needs. (ACQUIRED).

Mimetogen Pharmaceuticals: clinical-stage dry eye ophthalmic therapies (ACQUIRED).

Millstone is a leading provider of quality-critical, post-manufacturing services to medical device OEMs, including inspection, sterile and non-sterile packaging, loaner kit processing, and finished goods distribution.

Millstone Medical Outsourcing: inspection, packaging and distribution services for medical manufacturing companies (ACQUIRED).

RailComm is a leading provider of software-based rail automation solutions.

RailComm: software-based rail automation solutions (ACQUIRED).

Seventh Generation develops healthy solutions for the home, and the community and environment outside of it. (ACQUIRED).

Seventh Generation: leading brand of environmentally-responsible household products (ACQUIRED).

MediaSilo: cloud-based solutions for managing, sharing and presenting high-value video content quickly and securely (ACQUIRED).

StyleFeeder is a personal shopping engine for online shoppers. (ACQUIRED).

StyleFeeder: personal shopping engine (ACQUIRED).

Topokine is a biotechnology company focused on developing topical medicines for fat reduction. (ACQUIRED).

Topokine Therapeutics: clinical-stage non-invasive medical aesthetic therapies (ACQUIRED).

Zippity: field service software platform empowering both customers and technicians.