May. 9 at 8:02 PM
$SSSS long time holder since
$3S but I keep averaging up quite a lot. This fund is only trading at 0.9x NAV whole other like funds are 1x-6x multiple.
Top holdings (private companies):
WHOOP (wearables, biometrics, health) IPO early 2027, fast growing and trending.
OpenAi (they invested very early so IPO will be juicy)
VAST Data - at 200% growth and 90% margins, this is one of the hottest and most desirable AI companies out there. They are close partners with NVIDIA who is also investor. Currently at
$30B valuation but IPO in 2027 could make a splash at
$100B++
TensorWave - this is like CoreWeave, datacenters, but using AMD chips. Hot!
Locus Robotics - pure play warehouse automation and robotics. 2022 valuation was 2B but I think in current market, this is IPO multibagger.
CANVA - still showing incredible growth and integrating AI capabilities
Few other interesting companies.
This is no brainer as top VC investment funds. It should be
$20++ this year.
$RVI $DXYZ $VCX $STCGF
