// SECTOR INVESTOR DOSSIER
Investors in Defense
38 investors with active positions in Defense unicorns — combined exposure across this sector $294B in paper valuation.
Note: combined paper valuation reflects overlapping investor positions — individual investors hold stakes in the same companies.
Andreessen Horowitz
VC FUND5 companies in sector · $22.1B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISKGeneral Catalyst
VC FUND3 companies in sector · $20.3B
↑ 16% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISKCaffeinated Capital
VC FUND3 companies in sector · $7.3B
↑ 0% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISKElad Gil
VC FUND2 companies in sector · $18B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISKAccel
VC FUND2 companies in sector · $16.2B
↑ 17% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISKLightspeed Venture Partners
VC FUND1 company in sector · $14B
↑ 11% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISKLakestar
VC FUND1 company in sector · $14B
↑ 10% PORTFOLIO STRENGTH↓ 10% PORTFOLIO RISKProject A Ventures
VC FUND1 company in sector · $14B
↑ 25% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKGreenoaks
VC FUND1 company in sector · $14B
↑ 50% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISKSpotify co-founder Daniel Ek
VC FUND1 company in sector · $14B
Homebrew
VC FUND1 company in sector · $12.6B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKSVB Capital
VC FUND1 company in sector · $12.6B
Riot Ventures
VC FUND1 company in sector · $12.6B
Point72 Ventures
VC FUND1 company in sector · $12.6B
Disruptive
VC FUND1 company in sector · $12.6B
US Innovative Technology Fund
VC FUND1 company in sector · $12.6B
Snowpoint Ventures
VC FUND1 company in sector · $12.6B
United States Innovative Technology Fund
VC FUND1 company in sector · $12.6B
8VC
VC FUND1 company in sector · $4B
↑ 37.5% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKBreyer Capital
VC FUND1 company in sector · $4B
↑ 0% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISKAnduril Industries
VC FUND1 company in sector · $4B
Felicis Ventures
VC FUND1 company in sector · $2.3B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISKDFJ Growth
VC FUND1 company in sector · $2.3B
↑ 10% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISKCostanoa Ventures
VC FUND1 company in sector · $2.3B
↑ 0% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISKIVP
VC FUND1 company in sector · $2.2B
↑ 8% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISKNext47
VC FUND1 company in sector · $2.2B
↑ 25% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKLinse Capital
VC FUND1 company in sector · $2.2B
↑ 33.3% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKPlayground Global
VC FUND1 company in sector · $2.2B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISKUP.Partners
VC FUND1 company in sector · $2.2B
Founders Fund
VC FUND1 company in sector · $1B
↑ 15% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISKLux Capital
VC FUND1 company in sector · $1B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISKConstruct Capital
VC FUND1 company in sector · $1B
a16z
VC FUND1 company in sector · $1B
NATO Innovation Fund
VC FUND1 company in sector · $1B
Adevinta Growth
VC FUND1 company in sector · $1B
Airbus Ventures
VC FUND1 company in sector · $1B
Vsquared Ventures
VC FUND1 company in sector · $1B
Revent
VC FUND1 company in sector · $1B