// SECTOR INVESTOR DOSSIER

Investors in Augmented Reality

46 investors with active positions in Augmented Reality unicorns — combined exposure across this sector $431B in paper valuation.

Note: combined paper valuation reflects overlapping investor positions — individual investors hold stakes in the same companies.

Morgan Stanley
INVESTMENT BANK
2 companies in sector · $18.5B
↑ 41% PORTFOLIO STRENGTH↓ 51% PORTFOLIO RISK
Kleiner Perkins
VC FUND
2 companies in sector · $18.5B
↑ 14% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISK
T. Rowe Price
VC FUND
2 companies in sector · $18.5B
↑ 26% PORTFOLIO STRENGTH↓ 41% PORTFOLIO RISK
Alibaba Group
CORPORATE
2 companies in sector · $18.5B
↑ 17.6% PORTFOLIO STRENGTH↓ 64.7% PORTFOLIO RISK
Google
VC FUND
2 companies in sector · $4.5B
↑ 7.1% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISK
DST Global
VC FUND
1 company in sector · $18B
↑ 25% PORTFOLIO STRENGTH↓ 30% PORTFOLIO RISK
Goldman Sachs
INVESTMENT BANK
1 company in sector · $18B
↑ 31% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISK
JPMorgan Chase
INVESTMENT BANK
1 company in sector · $18B
↑ 23% PORTFOLIO STRENGTH↓ 49% PORTFOLIO RISK
Barclays
INVESTMENT BANK
1 company in sector · $18B
↑ 18.8% PORTFOLIO STRENGTH↓ 68.8% PORTFOLIO RISK
Allen & Company
VC FUND
1 company in sector · $18B
↑ 68% PORTFOLIO STRENGTH↓ 27% PORTFOLIO RISK
Lightspeed Venture Partners
VC FUND
1 company in sector · $18B
↑ 11% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Credit Suisse
INVESTMENT BANK
1 company in sector · $18B
↑ 26% PORTFOLIO STRENGTH↓ 68% PORTFOLIO RISK
General Atlantic
VC FUND
1 company in sector · $18B
↑ 22% PORTFOLIO STRENGTH↓ 22% PORTFOLIO RISK
Sequoia Capital
VC FUND
1 company in sector · $18B
↑ 16% PORTFOLIO STRENGTH↓ 30% PORTFOLIO RISK
General Catalyst
VC FUND
1 company in sector · $18B
↑ 16% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
Institutional Venture Partners
VC FUND
1 company in sector · $18B
↑ 26.7% PORTFOLIO STRENGTH↓ 53.3% PORTFOLIO RISK
Deutsche Bank
INVESTMENT BANK
1 company in sector · $18B
↑ 37.5% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Coatue Management
VC FUND
1 company in sector · $18B
↑ 8% PORTFOLIO STRENGTH↓ 22% PORTFOLIO RISK
Fidelity
VC FUND
1 company in sector · $18B
↑ 16.7% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Benchmark
VC FUND
1 company in sector · $18B
↑ 11% PORTFOLIO STRENGTH↓ 37% PORTFOLIO RISK
Yahoo
VC FUND
1 company in sector · $18B
Lone Pine Capital
VC FUND
1 company in sector · $18B
↑ 22.2% PORTFOLIO STRENGTH↓ 44.4% PORTFOLIO RISK
Battery Ventures
VC FUND
1 company in sector · $4B
↑ 13% PORTFOLIO STRENGTH↓ 22% PORTFOLIO RISK
IVP
VC FUND
1 company in sector · $4B
↑ 8% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
aXiomatic Gaming
VC FUND
1 company in sector · $4B
Coatue
VC FUND
1 company in sector · $4B
↑ 10.5% PORTFOLIO STRENGTH↓ 26.3% PORTFOLIO RISK
CRV
VC FUND
1 company in sector · $4B
↑ 0% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Samsung Ventures
CORPORATE
1 company in sector · $4B
↑ 33.3% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Nintendo
VC FUND
1 company in sector · $4B
The Pokémon Company
VC FUND
1 company in sector · $4B
Causeway Media Partners
VC FUND
1 company in sector · $4B
GV
CORPORATE
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 13.3% PORTFOLIO RISK
Warburg Pincus
VC FUND
1 company in sector · $1B
↑ 7.1% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Swisscom Ventures
VC FUND
1 company in sector · $1B
G2VP
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
NGP Capital
VC FUND
1 company in sector · $1B
Fidelity Investments
VC FUND
1 company in sector · $0.5B
↑ 37% PORTFOLIO STRENGTH↓ 59% PORTFOLIO RISK
Andreessen Horowitz
VC FUND
1 company in sector · $0.5B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Temasek Holdings
SOVEREIGN
1 company in sector · $0.5B
↑ 15% PORTFOLIO STRENGTH↓ 54% PORTFOLIO RISK
Qualcomm Ventures
CORPORATE
1 company in sector · $0.5B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
J.P. Morgan
VC FUND
1 company in sector · $0.5B
↑ 25% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Obvious Ventures
VC FUND
1 company in sector · $0.5B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISK
NTT Docomo
VC FUND
1 company in sector · $0.5B
Warner Bros
VC FUND
1 company in sector · $0.5B
AT&T
VC FUND
1 company in sector · $0.5B
Debt financing — no equity investors disclosed
VC FUND
1 company in sector · $0.5B

Investors in Augmented Reality

Morgan Stanley

Kleiner Perkins

T. Rowe Price

Alibaba Group

Google

DST Global

Goldman Sachs

JPMorgan Chase

Barclays

Allen & Company

Lightspeed Venture Partners

Credit Suisse

General Atlantic

Sequoia Capital

General Catalyst

Institutional Venture Partners

Deutsche Bank

Coatue Management

Fidelity

Benchmark

Yahoo

Lone Pine Capital

Battery Ventures

IVP

aXiomatic Gaming

Coatue

CRV

Samsung Ventures

Nintendo

The Pokémon Company

Causeway Media Partners

GV

Warburg Pincus

Swisscom Ventures

G2VP

NGP Capital

Fidelity Investments

Andreessen Horowitz

Temasek Holdings

Qualcomm Ventures

J.P. Morgan

Obvious Ventures

NTT Docomo

Warner Bros

AT&T

Debt financing — no equity investors disclosed