// SECTOR INVESTOR DOSSIER

Investors in Supply Chain

52 investors with active positions in Supply Chain unicorns — combined exposure across this sector $108B in paper valuation.

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

SoftBank Vision Fund
VC FUND
3 companies in sector · $6B
↑ 5% PORTFOLIO STRENGTH↓ 53% PORTFOLIO RISK
Accel
VC FUND
3 companies in sector · $3.6B
↑ 17% PORTFOLIO STRENGTH↓ 21% PORTFOLIO RISK
Tiger Global Management
VC FUND
2 companies in sector · $4B
↑ 16% PORTFOLIO STRENGTH↓ 26% PORTFOLIO RISK
Andreessen Horowitz
VC FUND
2 companies in sector · $3B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Sequoia Capital India
VC FUND
2 companies in sector · $2.3B
↑ 6% PORTFOLIO STRENGTH↓ 24% PORTFOLIO RISK
GIC Private Limited
VC FUND
1 company in sector · $3B
↑ 11.1% PORTFOLIO STRENGTH↓ 44.4% PORTFOLIO RISK
Public offering on NSE
VC FUND
1 company in sector · $3B
Carlyle Group
VC FUND
1 company in sector · $3B
↑ 0% PORTFOLIO STRENGTH↓ 66.7% PORTFOLIO RISK
Nexus Venture Partners
VC FUND
1 company in sector · $3B
↑ 0% PORTFOLIO STRENGTH↓ 55.6% PORTFOLIO RISK
Multiples Alternate Asset Management
VC FUND
1 company in sector · $3B
↑ 50% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Fidelity Management
VC FUND
1 company in sector · $3B
Fosun International
VC FUND
1 company in sector · $3B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISK
Times Internet
VC FUND
1 company in sector · $3B
Goldman Sachs
INVESTMENT BANK
1 company in sector · $2.7B
↑ 31% PORTFOLIO STRENGTH↓ 44% PORTFOLIO RISK
HSBC
INVESTMENT BANK
1 company in sector · $2.7B
↑ 0% PORTFOLIO STRENGTH↓ 100% PORTFOLIO RISK
Notion Capital
VC FUND
1 company in sector · $2.7B
↑ 0% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISK
KPMG
VC FUND
1 company in sector · $2.7B
PSP Growth
VC FUND
1 company in sector · $2.7B
Gray Swan
VC FUND
1 company in sector · $2.7B
Virgo Investment Group
VC FUND
1 company in sector · $2.7B
Founders Fund
VC FUND
1 company in sector · $2B
↑ 15% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
First Round Capital
VC FUND
1 company in sector · $2B
↑ 0% PORTFOLIO STRENGTH↓ 50% PORTFOLIO RISK
Y Combinator
ACCELERATOR
1 company in sector · $2B
↑ 9% PORTFOLIO STRENGTH↓ 27% PORTFOLIO RISK
Y Combinator Continuity
ACCELERATOR
1 company in sector · $2B
↑ 14.3% PORTFOLIO STRENGTH↓ 28.6% PORTFOLIO RISK
Existing Investors
VC FUND
1 company in sector · $2B
MSD Partners
VC FUND
1 company in sector · $2B
Shopify
VC FUND
1 company in sector · $2B
↑ 20% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISK
Bloomberg Beta
VC FUND
1 company in sector · $2B
↑ 0% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISK
Cherubic Ventures
VC FUND
1 company in sector · $2B
Susa Ventures
VC FUND
1 company in sector · $2B
↑ 0% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Lightspeed Venture Partners
VC FUND
1 company in sector · $1.3B
↑ 11% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Khosla Ventures
VC FUND
1 company in sector · $1.3B
↑ 22% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Walmart
VC FUND
1 company in sector · $1.3B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Greenoaks Capital
VC FUND
1 company in sector · $1.3B
↑ 17% PORTFOLIO STRENGTH↓ 23% PORTFOLIO RISK
Qualcomm Ventures
CORPORATE
1 company in sector · $1.3B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
Nandan Nilekani
VC FUND
1 company in sector · $1.3B
Flipkart
VC FUND
1 company in sector · $1.3B
Syngenta
VC FUND
1 company in sector · $1.3B
Trifecta Capital
VC FUND
1 company in sector · $1.3B
Northzone
VC FUND
1 company in sector · $1.2B
↑ 12.5% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISK
SoftBank Vision Fund 2
VC FUND
1 company in sector · $1.2B
↑ 3% PORTFOLIO STRENGTH↓ 14% PORTFOLIO RISK
Project A Ventures
VC FUND
1 company in sector · $1.2B
↑ 25% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Cavalry Ventures
VC FUND
1 company in sector · $1.2B
Cherry Ventures
VC FUND
1 company in sector · $1.2B
Inven Capital
VC FUND
1 company in sector · $1.2B
Redpoint Ventures
VC FUND
1 company in sector · $1B
↑ 12% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISK
Madrona Venture Group
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 11.1% PORTFOLIO RISK
Jungle Ventures
VC FUND
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK
Falcon Edge Capital
VC FUND
1 company in sector · $1B
↑ 7.7% PORTFOLIO STRENGTH↓ 23.1% PORTFOLIO RISK
M12
CORPORATE
1 company in sector · $1B
↑ 0% PORTFOLIO STRENGTH↓ 20% PORTFOLIO RISK
Harvard Management Company
VC FUND
1 company in sector · $1B
Prologis Ventures
VC FUND
1 company in sector · $1B

Investors in Supply Chain

SoftBank Vision Fund

Accel

Tiger Global Management

Andreessen Horowitz

Sequoia Capital India

GIC Private Limited

Public offering on NSE

Carlyle Group

Nexus Venture Partners

Multiples Alternate Asset Management

Fidelity Management

Fosun International

Times Internet

Goldman Sachs

HSBC

Notion Capital

KPMG

PSP Growth

Gray Swan

Virgo Investment Group

Founders Fund

First Round Capital

Y Combinator

Y Combinator Continuity

Existing Investors

MSD Partners

Shopify

Bloomberg Beta

Cherubic Ventures

Susa Ventures

Lightspeed Venture Partners

Khosla Ventures

Walmart

Greenoaks Capital

Qualcomm Ventures

Nandan Nilekani

Flipkart

Syngenta

Trifecta Capital

Northzone

SoftBank Vision Fund 2

Project A Ventures

Cavalry Ventures

Cherry Ventures

Inven Capital

Redpoint Ventures

Madrona Venture Group

Jungle Ventures

Falcon Edge Capital

M12

Harvard Management Company

Prologis Ventures