May. 15 at 11:51 AM
$SSSS here is SuRo's portfolio at end of Q1. 🚨NAV
$14.24 🚨
$DXYZ $VCX $RVI $OPENAI
WHOOP (already 15x bagger, IPO in 2027) - Wearables, health, longevity. This is very hot theme. Valued at
$10B but IPO could be
$15-
$20 billion.
OpenAI (expected to IPO this year at
$1 trillion ++, 50% upside)
VAST Data (backed by NVIDIA, they build OS for AI datacenters. 200% growth with 90% margins). Valued at
$30B IPO ~2027/28 likely at over
$100 billion++
BlinkHealth (they basically run TrumpRx which is being implemented now, another hot IPO coming)
CoreWeave (winding down their holding slowly, in Q2 this holding already increses NAV additional
$0.40 due to bullish run of CoreWeave).
CANVA (IPO in 2027, currently aggressively rolling out AI Tools, value will likely double at IPO)
LEARNEO (online learning, neither bullish or bearish, IPO not imminent)
Locus Robotics (pure play warehouse robotics, DHL is largest customer, 4 yrs ago valued at
$2B but grew few times over since then. Likely multibagger)
