// SECTOR INVESTOR DOSSIER

Investors in Generative AI

111 investors with active positions in Generative AI unicorns — combined exposure across this sector $32,879B in paper valuation.

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

Nvidia
CORPORATE
7 companies in sector · $873.6B
↑ 7.1% PORTFOLIO STRENGTH↓ 7.1% PORTFOLIO RISK
Andreessen Horowitz
VC FUND
6 companies in sector · $912.2B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Sequoia Capital
VC FUND
6 companies in sector · $902.1B
↑ 16% PORTFOLIO STRENGTH↓ 30% PORTFOLIO RISK
Salesforce Ventures
CORPORATE
5 companies in sector · $984B
↑ 16% PORTFOLIO STRENGTH↓ 16% PORTFOLIO RISK
Lightspeed Venture Partners
VC FUND
5 companies in sector · $984B
↑ 11% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Spark Capital
VC FUND
4 companies in sector · $1,819.5B
↑ 14% PORTFOLIO STRENGTH↓ 42% PORTFOLIO RISK
General Catalyst
VC FUND
4 companies in sector · $17.9B
↑ 16% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
Nat Friedman
VC FUND
4 companies in sector · $16.6B
↑ 0% PORTFOLIO STRENGTH↓ 16.7% PORTFOLIO RISK
Elad Gil
VC FUND
3 companies in sector · $17.1B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISK
Daniel Gross
VC FUND
3 companies in sector · $15.1B
↑ 0% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Altimeter Capital
VC FUND
2 companies in sector · $1,817B
↑ 10% PORTFOLIO STRENGTH↓ 15% PORTFOLIO RISK
Eric Schmidt
ANGEL
2 companies in sector · $979B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Google
VC FUND
2 companies in sector · $968B
↑ 7.1% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISK
Menlo Ventures
VC FUND
2 companies in sector · $966B
↑ 14.3% PORTFOLIO STRENGTH↓ 14.3% PORTFOLIO RISK
Microsoft
CORPORATE
2 companies in sector · $866B
↑ 15.4% PORTFOLIO STRENGTH↓ 23.1% PORTFOLIO RISK
Thrive Capital
VC FUND
2 companies in sector · $856.5B
↑ 20% PORTFOLIO STRENGTH↓ 16% PORTFOLIO RISK
Coatue Management
VC FUND
2 companies in sector · $855B
↑ 8% PORTFOLIO STRENGTH↓ 22% PORTFOLIO RISK
Tiger Global Management
VC FUND
2 companies in sector · $853.6B
↑ 16% PORTFOLIO STRENGTH↓ 26% PORTFOLIO RISK
DST Global
VC FUND
2 companies in sector · $46B
↑ 25% PORTFOLIO STRENGTH↓ 30% PORTFOLIO RISK
SV Angel
VC FUND
2 companies in sector · $43B
↑ 5% PORTFOLIO STRENGTH↓ 23% PORTFOLIO RISK
ICONIQ Growth
VC FUND
2 companies in sector · $12.9B
↑ 15.4% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Premji Invest
VC FUND
2 companies in sector · $3.5B
↑ 0% PORTFOLIO STRENGTH↓ 16.7% PORTFOLIO RISK
Insight Partners
VC FUND
2 companies in sector · $2.9B
↑ 20% PORTFOLIO STRENGTH↓ 17% PORTFOLIO RISK
Greylock Partners
VC FUND
2 companies in sector · $2.6B
↑ 35% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Atlassian Ventures
VC FUND
2 companies in sector · $2.6B
↑ 0% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
Accel
VC FUND
2 companies in sector · $2.5B
↑ 17% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
Kleiner Perkins
VC FUND
2 companies in sector · $2.3B
↑ 14% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISK
Jaan Tallinn
VC FUND
1 company in sector · $965B
Dustin Moskovitz
ANGEL
1 company in sector · $965B
Center for Emerging Risk Research
VC FUND
1 company in sector · $965B
Sound Ventures
VC FUND
1 company in sector · $965B
↑ 0% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Zoom Ventures
VC FUND
1 company in sector · $965B
Amazon
CORPORATE
1 company in sector · $965B
↑ 0% PORTFOLIO STRENGTH↓ 22.2% PORTFOLIO RISK
ARK Invest
VC FUND
1 company in sector · $965B
Peter Thiel
ANGEL
1 company in sector · $852B
↑ 50% PORTFOLIO STRENGTH↓ 37.5% PORTFOLIO RISK
Reid Hoffman
ANGEL
1 company in sector · $852B
↑ 33.3% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Elon Musk
ANGEL
1 company in sector · $852B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Founders Fund
VC FUND
1 company in sector · $852B
↑ 15% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Y Combinator
ACCELERATOR
1 company in sector · $852B
↑ 9% PORTFOLIO STRENGTH↓ 27% PORTFOLIO RISK
Khosla Ventures
VC FUND
1 company in sector · $852B
↑ 22% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
SoftBank
VC FUND
1 company in sector · $852B
↑ 18.2% PORTFOLIO STRENGTH↓ 54.5% PORTFOLIO RISK
Bedrock Capital
VC FUND
1 company in sector · $852B
↑ 33.3% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Sam Altman
ANGEL
1 company in sector · $852B
Jessica Livingston
VC FUND
1 company in sector · $852B
K2 Global
VC FUND
1 company in sector · $852B
Tigris
VC FUND
1 company in sector · $852B
Abu Dhabi Mgx
VC FUND
1 company in sector · $852B
NFDG
VC FUND
1 company in sector · $32B
Xavier Niel
VC FUND
1 company in sector · $14B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Rodolphe Saadé
VC FUND
1 company in sector · $14B
BNP Paribas
INVESTMENT BANK
1 company in sector · $14B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
CMA CGM
VC FUND
1 company in sector · $14B
Conviction
VC FUND
1 company in sector · $14B
Credo Ventures
VC FUND
1 company in sector · $11B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Concept Ventures
VC FUND
1 company in sector · $11B
Smash Capital
VC FUND
1 company in sector · $11B
BroadLight Capital
VC FUND
1 company in sector · $11B
Benchmark
VC FUND
1 company in sector · $4.5B
↑ 11% PORTFOLIO STRENGTH↓ 37% PORTFOLIO RISK
Felicis Ventures
VC FUND
1 company in sector · $3B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISK
Lux Capital
VC FUND
1 company in sector · $3B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISK
Amplify Partners
VC FUND
1 company in sector · $3B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Tencent
CORPORATE
1 company in sector · $2.8B
↑ 19% PORTFOLIO STRENGTH↓ 43% PORTFOLIO RISK
Alibaba
CORPORATE
1 company in sector · $2.8B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Xiaomi
VC FUND
1 company in sector · $2.8B
↑ 0% PORTFOLIO STRENGTH↓ 42.9% PORTFOLIO RISK
Matrix Partners
VC FUND
1 company in sector · $2.5B
↑ 33.3% PORTFOLIO STRENGTH↓ 22.2% PORTFOLIO RISK
Balderton Capital
VC FUND
1 company in sector · $1.9B
↑ 11.1% PORTFOLIO STRENGTH↓ 11.1% PORTFOLIO RISK
Aspect Ventures
VC FUND
1 company in sector · $1.9B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
WndrCo
VC FUND
1 company in sector · $1.9B
Radical Ventures
VC FUND
1 company in sector · $1.9B
↑ 0% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
Alphabet
VC FUND
1 company in sector · $1.6B
↑ 16.7% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
CapitalG
CORPORATE
1 company in sector · $1.6B
↑ 37.5% PORTFOLIO STRENGTH↓ 12.5% PORTFOLIO RISK
Paul Buchheit
VC FUND
1 company in sector · $1.6B
Bain Capital Ventures
VC FUND
1 company in sector · $1.5B
↑ 0% PORTFOLIO STRENGTH↓ 29% PORTFOLIO RISK
Greycroft
VC FUND
1 company in sector · $1.5B
↑ 10% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
A Capital
VC FUND
1 company in sector · $1.5B
DigitalBridge
VC FUND
1 company in sector · $1.5B
Fin Capital
VC FUND
1 company in sector · $1.5B
Mindset Ventures
VC FUND
1 company in sector · $1.5B
Communitas Capital
VC FUND
1 company in sector · $1.5B
Adam D'Angelo
VC FUND
1 company in sector · $1.5B
Greenoaks Capital
VC FUND
1 company in sector · $1.3B
↑ 17% PORTFOLIO STRENGTH↓ 23% PORTFOLIO RISK
Greenfield Capital
VC FUND
1 company in sector · $1.3B
GV
CORPORATE
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 13.3% PORTFOLIO RISK
FirstMark Capital
VC FUND
1 company in sector · $1B
↑ 11.1% PORTFOLIO STRENGTH↓ 11.1% PORTFOLIO RISK
SoftBank Vision Fund 2
VC FUND
1 company in sector · $1B
↑ 3% PORTFOLIO STRENGTH↓ 14% PORTFOLIO RISK
Madrona Venture Group
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 11.1% PORTFOLIO RISK
Homebrew
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
DCM Ventures
VC FUND
1 company in sector · $1B
↑ 14.3% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISK
Mark Cuban
ANGEL
1 company in sector · $1B
↑ 16.7% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Addition
VC FUND
1 company in sector · $1B
↑ 37.5% PORTFOLIO STRENGTH↓ 12.5% PORTFOLIO RISK
Workday Ventures
CORPORATE
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Sinovation Ventures
VC FUND
1 company in sector · $1B
G Squared
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
MMC Ventures
VC FUND
1 company in sector · $1B
Alibaba Cloud
CORPORATE
1 company in sector · $1B
M12 (Microsoft)
VC FUND
1 company in sector · $1B
GV (Google Ventures)
CORPORATE
1 company in sector · $1B
Adobe Ventures
CORPORATE
1 company in sector · $1B
Asana co-founder Dustin Moskovitz
VC FUND
1 company in sector · $1B
Cruise co-founder Kyle Vogt
VC FUND
1 company in sector · $1B
Zoom co-founder Eric Yuan
VC FUND
1 company in sector · $1B
Root Ventures
VC FUND
1 company in sector · $1B
PSL Ventures
VC FUND
1 company in sector · $1B
Andrej Karpathy
VC FUND
1 company in sector · $1B
Howie Liu
VC FUND
1 company in sector · $1B
Dara Khosrowshahi
VC FUND
1 company in sector · $1B
Caterina Fake
VC FUND
1 company in sector · $1B
Siguler Guff & Company
VC FUND
1 company in sector · $1B
LDV Capital
VC FUND
1 company in sector · $1B
Andrei Karpathy
VC FUND
1 company in sector · $1B
Aditya Agarwal
VC FUND
1 company in sector · $1B

Investors in Generative AI

Nvidia

Andreessen Horowitz

Sequoia Capital

Salesforce Ventures

Lightspeed Venture Partners

Spark Capital

General Catalyst

Nat Friedman

Elad Gil

Daniel Gross

Altimeter Capital

Eric Schmidt

Google

Menlo Ventures

Microsoft

Thrive Capital

Coatue Management

Tiger Global Management

DST Global

SV Angel

ICONIQ Growth

Premji Invest

Insight Partners

Greylock Partners

Atlassian Ventures

Accel

Kleiner Perkins

Jaan Tallinn

Dustin Moskovitz

Center for Emerging Risk Research

Sound Ventures

Zoom Ventures

Amazon

ARK Invest

Peter Thiel

Reid Hoffman

Elon Musk

Founders Fund

Y Combinator

Khosla Ventures

SoftBank

Bedrock Capital

Sam Altman

Jessica Livingston

K2 Global

Tigris

Abu Dhabi Mgx

NFDG

Xavier Niel

Rodolphe Saadé

BNP Paribas

CMA CGM

Conviction

Credo Ventures

Concept Ventures

Smash Capital

BroadLight Capital

Benchmark

Felicis Ventures

Lux Capital

Amplify Partners

Tencent

Alibaba

Xiaomi

Matrix Partners

Balderton Capital

Aspect Ventures

WndrCo

Radical Ventures

Alphabet

CapitalG

Paul Buchheit

Bain Capital Ventures

Greycroft

A Capital

DigitalBridge

Fin Capital

Mindset Ventures

Communitas Capital