// SECTOR INVESTOR DOSSIER

Investors in Logistics Tech

48 investors with active positions in Logistics Tech unicorns — combined exposure across this sector $2,411B in paper valuation.

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

Tencent
CORPORATE
2 companies in sector · $170B
↑ 19% PORTFOLIO STRENGTH↓ 43% PORTFOLIO RISK
Next47
VC FUND
2 companies in sector · $2B
↑ 25% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Goldman Sachs
INVESTMENT BANK
1 company in sector · $160B
↑ 31% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISK
Gaorong Capital
VC FUND
1 company in sector · $160B
↑ 25% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
IDG Capital
VC FUND
1 company in sector · $160B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Lightspeed China Partners
VC FUND
1 company in sector · $160B
↑ 33.3% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Sequoia Capital China
VC FUND
1 company in sector · $160B
↑ 23% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISK
China Renaissance
VC FUND
1 company in sector · $160B
↑ 33.3% PORTFOLIO STRENGTH↓ 55.6% PORTFOLIO RISK
Credit Suisse
INVESTMENT BANK
1 company in sector · $160B
↑ 26% PORTFOLIO STRENGTH↓ 68% PORTFOLIO RISK
Tiger Global Management
VC FUND
1 company in sector · $105B
↑ 16% PORTFOLIO STRENGTH↓ 26% PORTFOLIO RISK
Andreessen Horowitz
VC FUND
1 company in sector · $105B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Alphabet
VC FUND
1 company in sector · $105B
↑ 16.7% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
T. Rowe Price
VC FUND
1 company in sector · $105B
↑ 26% PORTFOLIO STRENGTH↓ 41% PORTFOLIO RISK
Silver Lake
VC FUND
1 company in sector · $105B
↑ 20% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
Alphabet Inc.
VC FUND
1 company in sector · $105B
AutoNation
VC FUND
1 company in sector · $105B
Canada Pension Plan Investment Board
VC FUND
1 company in sector · $105B
↑ 37.5% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Perry Creek Capital
VC FUND
1 company in sector · $105B
Google
VC FUND
1 company in sector · $10B
↑ 7.1% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISK
KKR
VC FUND
1 company in sector · $10B
↑ 33.3% PORTFOLIO STRENGTH↓ 16.7% PORTFOLIO RISK
Sequoia Capital
VC FUND
1 company in sector · $10B
↑ 16% PORTFOLIO STRENGTH↓ 30% PORTFOLIO RISK
Public offering
VC FUND
1 company in sector · $10B
↑ 14.3% PORTFOLIO STRENGTH↓ 85.7% PORTFOLIO RISK
Temasek Holdings
SOVEREIGN
1 company in sector · $10B
↑ 15% PORTFOLIO STRENGTH↓ 54% PORTFOLIO RISK
Farallon Capital
VC FUND
1 company in sector · $10B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISK
Warburg Pincus
VC FUND
1 company in sector · $10B
↑ 7.1% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
NSI Ventures
VC FUND
1 company in sector · $10B
Capital Group
VC FUND
1 company in sector · $10B
JD.com
VC FUND
1 company in sector · $10B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISK
Meituan-Dianping
VC FUND
1 company in sector · $10B
↑ 0% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Mitsubishi Corporation
VC FUND
1 company in sector · $10B
Facebook
VC FUND
1 company in sector · $10B
↑ 0% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Visa
VC FUND
1 company in sector · $10B
↑ 25% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Mastercard
VC FUND
1 company in sector · $10B
↑ 16.7% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
PayPal
VC FUND
1 company in sector · $10B
↑ 0% PORTFOLIO STRENGTH↓ 33.3% PORTFOLIO RISK
Baillie Gifford
VC FUND
1 company in sector · $1B
↑ 17% PORTFOLIO STRENGTH↓ 14% PORTFOLIO RISK
Salesforce Ventures
CORPORATE
1 company in sector · $1B
↑ 16% PORTFOLIO STRENGTH↓ 16% PORTFOLIO RISK
Accel
VC FUND
1 company in sector · $1B
↑ 17% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
Insight Partners
VC FUND
1 company in sector · $1B
↑ 20% PORTFOLIO STRENGTH↓ 17% PORTFOLIO RISK
Lakestar
VC FUND
1 company in sector · $1B
↑ 10% PORTFOLIO STRENGTH↓ 10% PORTFOLIO RISK
BlackRock
VC FUND
1 company in sector · $1B
↑ 10% PORTFOLIO STRENGTH↓ 24% PORTFOLIO RISK
BNP Paribas
INVESTMENT BANK
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Project A Ventures
VC FUND
1 company in sector · $1B
↑ 25% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Aleph
VC FUND
1 company in sector · $1B
↑ 16.7% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
HV Capital
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Coca-Cola
VC FUND
1 company in sector · $1B
GLP
VC FUND
1 company in sector · $1B
Cambridge Capital
VC FUND
1 company in sector · $1B
Scania Growth Capital
VC FUND
1 company in sector · $1B

Investors in Logistics Tech

Tencent

Next47

Goldman Sachs

Gaorong Capital

IDG Capital

Lightspeed China Partners

Sequoia Capital China

China Renaissance

Credit Suisse

Tiger Global Management

Andreessen Horowitz

Alphabet

T. Rowe Price

Silver Lake

Alphabet Inc.

AutoNation

Canada Pension Plan Investment Board

Perry Creek Capital

Google

KKR

Sequoia Capital

Public offering

Temasek Holdings

Farallon Capital

Warburg Pincus

NSI Ventures

Capital Group

JD.com

Meituan-Dianping

Mitsubishi Corporation

Facebook

Visa

Mastercard

PayPal

Baillie Gifford

Salesforce Ventures

Accel

Insight Partners

Lakestar

BlackRock

BNP Paribas

Project A Ventures

Aleph

HV Capital

Coca-Cola

GLP

Cambridge Capital

Scania Growth Capital