Our Investments

Investments we have made
Abaxx. Company Logo
LONG

Abaxx

Financial software company developing infrastructure for global commodity exchanges.

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BE Semiconductor. Company Logo
LONG

BE Semiconductor

Semiconductor assembly equipment manufacturing company.

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Constellation Software. Company Logo
LONG

Constellation Software

Programmatic serial acquirer of software businesses founded by Mark Leonard.

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Okta. Company Logo
LONG

Okta

American identity and access management cloud software company based in San Francisco.

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Silex Systems. Company Logo
LONG

Silex Systems

Australia-based Silex is focused on commercialising their laser uranium enrichment technology.

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Evolution AB. Company Logo
LONG

Evolution AB

Technology solutions provider to gaming operators.

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ServiceTitan. Company Logo
LONG

ServiceTitan

Cloud-based software provider for the home service industry, offering management tools for technicians

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Cellebrite DI. Company Logo
LONG

Cellebrite DI

Provides digital intelligence solutions, helping law enforcement and enterprises collect, analyze, and

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Fiserv. Company Logo
LONG

Fiserv

Global provider of financial services technology, enabling payments, processing, risk management, and

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Gartner. Company Logo
LONG

Gartner

Leading research and advisory firm providing insights, tools, and guidance for IT, business, and execu

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Indra Sistemas. Company Logo
LONG

Indra Sistemas

Spanish technology and consulting company offering IT solutions, defense systems, air traffic manageme

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Pure Storage. Company Logo
SHORT

Pure Storage

Data storage company delivering all-flash solutions, while navigating competitive pressures and evolvi

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Remitly. Company Logo
LONG

Remitly

Digital financial services company providing secure, low-cost cross-border money transfer solutions fo

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Ringcentral. Company Logo
SHORT

Ringcentral

Cloud communications provider offering unified services in voice, video, messaging, and collaboration,

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Super X Ai Technology. Company Logo
SHORT

Super X Ai Technology

Technology company developing artificial intelligence solutions to enhance automation, data processing

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Teradyne. Company Logo
LONG

Teradyne

Supplier of automated test equipment and industrial automation solutions for semiconductors, electroni

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Worldline. Company Logo
SHORT

Worldline

Leading payment and transactional services provider enabling secure electronic payments for merchants,

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Delcath Systems. Company Logo
LONG

Delcath Systems

Company commercializing novel liver-directed treatment for metastatic ocular melanoma.

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Kodiak Sciences. Company Logo
LONG

Kodiak Sciences

Biopharma developing transformative medicines to treat high prevalence retinal diseases.

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Soleno Therapeutics. Company Logo
LONG

Soleno Therapeutics

Company focused on the development of DCCR treatment for rare diseases such as PWS.

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Cardiff Oncology. Company Logo
LONG

Cardiff Oncology

Biopharmaceutical company developing treatments for solid tumor cancers using precision medicine.

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Rezolute. Company Logo
LONG

Rezolute

Biotechnology company focused on the development of treatments for metabolic diseases.

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Abivax. Company Logo
LONG

Abivax

Biotechnology company stabilizing immune responses in patients with chronic inflammatory diseases.

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Cidara Therapeutics. Company Logo
LONG

Cidara Therapeutics

Biotechnology company developing anti-infectives and immunotherapies to treat serious fungal, viral, a

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Clearpoint Neuro. Company Logo
LONG

Clearpoint Neuro

Medical device company delivering navigation and therapy platforms for minimally invasive neurosurgery

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Galectin Therapeutics. Company Logo
SHORT

Galectin Therapeutics

Biotechnology company trying to develop inhibitor therapeutics to treat fibrosis and cancer.

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Moderna. Company Logo
SHORT

Moderna

Biotechnology company aiming to develop messenger RNA therapeutics and vaccines for infectious disease

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Molina Healthcare. Company Logo
LONG

Molina Healthcare

Provides managed healthcare services through Medicaid, Medicare, and marketplace programs for underser

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Novo Nordisk. Company Logo
LONG

Novo Nordisk

Global healthcare company focused on diabetes, obesity, rare blood, and endocrine disorder treatments.

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Unicycive Therapeutics. Company Logo
LONG

Unicycive Therapeutics

Biotechnology company developing novel therapies for kidney diseases and other serious medical conditi

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Aduro Clean Tech. Company Logo
LONG

Aduro Clean Tech

Chemical recycling transforming plastic waste and bitumen into higher value materials.

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HEICO. Company Logo
LONG

HEICO

Serial acquirer across Electronic Components, Aviation MRO Services and Enterprise Tech sectors.

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Ivanhoe Electric. Company Logo
LONG

Ivanhoe Electric

Ivanhoe is focused on advancement of its portfolio of electric metals deposits in the US

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Rolls-Royce. Company Logo
LONG

Rolls-Royce

British multinational aerospace power systems manufacturing company.

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BWX Technologies. Company Logo
LONG

BWX Technologies

BWX Tech is a supplier of nuclear components and fuel.

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Jin Medical International. Company Logo
SHORT

Jin Medical International

Jin is a Chinese designer and manufacturer of wheelchairs.

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Mirion Technologies. Company Logo
LONG

Mirion Technologies

Provider of nuclear measurement, inspection and detection systems.

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Studsvik. Company Logo
LONG

Studsvik

Specializes in services for the nuclear industry, including waste management and decommissioning.

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Prysmian. Company Logo
LONG

Prysmian

Leading global supplier of cables and systems for energy and telecommunications industries.

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Kromek Group. Company Logo
LONG

Kromek Group

Develops radiation detection technology for medical, security, and industrial applications.

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Eiffage. Company Logo
SHORT

Eiffage

European construction and concessions group engaged in infrastructure, civil engineering, real estate,

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Thales. Company Logo
SHORT

Thales

European company providing solutions in aerospace, defense, security, and digital identity.

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Vinci. Company Logo
SHORT

Vinci

Global concessions and construction group engaged in transport infrastructure, energy, and building...

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Arbor Realty. Company Logo
SHORT

Arbor Realty

Lender providing debt capital for the multifamily residential and commercial real estate.

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Altisource. Company Logo
LONG

Altisource

Specialty finance company offering housing-related services.

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Equinix. Company Logo
SHORT

Equinix

Leading global data center and colocation services provider, enabling businesses to securely store and

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Innovative Industrial Properties. Company Logo
LONG

Innovative Industrial Properties

Real estate investment trust focusing on the acquisition, development, and management of properties

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Iron Mountain. Company Logo
SHORT

Iron Mountain

Provides services in information management, offering secure storage, data protection, and digital tra

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Athabasca Oil. Company Logo
LONG

Athabasca Oil

Energy company focused on the development of thermal and light oil assets.

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Cameco. Company Logo
LONG

Cameco

Canada-based global provider of the uranium fuel.

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Deep Yellow. Company Logo
LONG

Deep Yellow

Australia-based uranium developer of uranium assets in Namibia.

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Denison Mines. Company Logo
LONG

Denison Mines

Canada-based uranium exploration and development company.

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enCore Energy. Company Logo
LONG

enCore Energy

US-based uranium developer and producer.

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Invictus Energy. Company Logo
LONG

Invictus Energy

Upstream oil and gas company focused on sub-Saharan Africa.

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Melbana Energy. Company Logo
LONG

Melbana Energy

Upstream oil and gas company focused on Australia and Cuba.

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NexGen Energy. Company Logo
LONG

NexGen Energy

Canada-based uranium developer of Arrow deposit.

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Valaris. Company Logo
LONG

Valaris

Offshore drilling contractor.

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GE Vernova. Company Logo
LONG

GE Vernova

US company focused on renewable energy - gas, steam, hydro power and nuclear.

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Isoenergy. Company Logo
LONG

Isoenergy

Canada-based uranium exploration and development company.

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Lotus Resources. Company Logo
LONG

Lotus Resources

Australian-based Lotus Resources aims to restart uranium production at Malawi's Kayelekera Uranium Project, a past-producing mine with significant exploration potential.

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Siemens Energy. Company Logo
LONG

Siemens Energy

German company focused on renewable energy generation and energy transition technologies.

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Talen Energy. Company Logo
LONG

Talen Energy

Talen owns more than 12 GW of power (nuclear and lower-carbon gas-fired) facilities in the US.

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Centrus Energy. Company Logo
LONG

Centrus Energy

Provides nuclear fuel and services to the global nuclear power industry, focusing on enrichment techno

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Strike Energy. Company Logo
LONG

Strike Energy

Oil and gas exploration and production company based in Australia.

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Sable Offshore. Company Logo
LONG

Sable Offshore

Offshore oil and gas exploration and production company.

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Peninsula Energy. Company Logo
LONG

Peninsula Energy

Focused on the development of uranium projects, with operations in the U.S.

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PBF Energy. Company Logo
LONG

PBF Energy

Independent petroleum refining and logistics company in the U.S.

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New Fortress Energy. Company Logo
SHORT

New Fortress Energy

Natural gas infrastructure company focused on providing cleaner energy solutions across North America.

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Kodiak Gas Services. Company Logo
LONG

Kodiak Gas Services

Provides natural gas gathering and processing services to energy producers in the U.S.

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Antero Resources. Company Logo
LONG

Antero Resources

Independent oil and gas company focused on natural gas, natural gas liquids, and related energy assets

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Oklo. Company Logo
SHORT

Oklo

Energy company attempting to commercialize advanced fission reactors, facing regulatory and adoption c

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Brown & Brown. Company Logo
LONG

Brown & Brown

Insurance brokerage delivering growth and value from strategic acquisitions.

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Lifco AB. Company Logo
LONG

Lifco AB

Sweden-based private equity focused on dental, demolition, and systems solutions in 30+ countries.

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Sandstorm Gold. Company Logo
LONG

Sandstorm Gold

Gold royalty and streaming company providing funding to mining companies.

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Sprott Physical U Trust. Company Logo
LONG

Sprott Physical U Trust

The investment vehicle holding its assets in uranium in the form of U3O8.

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Teqnion. Company Logo
LONG

Teqnion

Serial acquirer of profitable industrial companies financed through own cash and bank loans.

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Finance of America. Company Logo
LONG

Finance of America

Diversified mortgage and lending company offering home loan solutions and financial products in the U.

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Trupanion. Company Logo
SHORT

Trupanion

Provider of medical insurance for cats and dogs, offering subscription-based plans covering veterinary

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Copart. Company Logo
LONG

Copart

Vehicle sellers’ services including internet auction-style sales technology.

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Beyond. Company Logo
LONG

Beyond

Home decor and furnishings stores.

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Stellantis. Company Logo
SHORT

Stellantis

Automobile manufacturer formed from the merger of Fiat Chrysler Automobiles and PSA Group.

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Hershey. Company Logo
LONG

Hershey

Global confectionery company, best known for chocolate and sweets, with a wide range of snack and cand

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Crocs. Company Logo
LONG

Crocs

Global footwear company designing casual, comfortable shoes recognized for their distinctive styles.

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Deckers Outdoor. Company Logo
LONG

Deckers Outdoor

Lifestyle and footwear company managing global brands like UGG, HOKA, and Teva.

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Kering. Company Logo
SHORT

Kering

International luxury group managing brands including Gucci, Saint Laurent, and Balenciaga.

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Sanlorenzo. Company Logo
LONG

Sanlorenzo

Italian luxury yacht manufacturer specializing in custom-built motor yachts combining craftsmanship, d

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Tapestry. Company Logo
SHORT

Tapestry

Luxury fashion company owning brands like Coach and Kate Spade, facing brand turnarounds.

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Wayfair. Company Logo
SHORT

Wayfair

Online retailer specializing in home goods, offering furniture, décor, housewares, and related product

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Hecla Mining. Company Logo
LONG

Hecla Mining

Hecla is largest primary silver producer in the United States.

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Lynas. Company Logo
LONG

Lynas

Australian rare earth materials mining and processing company.

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Snowline Gold. Company Logo
LONG

Snowline Gold

Snowline is a Yukon Territory focused gold exploration company.

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Teck Resources. Company Logo
LONG

Teck Resources

Natural resources company focused on copper and coal for the steelmaking industry.

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Agnico Eagle. Company Logo
LONG

Agnico Eagle

Canadian-based gold producer with operations in Canada, Finland, Australia and Mexico.

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Alamos Gold. Company Logo
LONG

Alamos Gold

Alamos Gold is a Canadian-based intermediate gold producer.

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DPM Metals. Company Logo
LONG

DPM Metals

Canada-based precious metals producer and developer focused on Serbia, Bulgaria and Ecuador.

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Equinox Gold. Company Logo
LONG

Equinox Gold

Equinox Gold is a gold producer with seven gold mines in four countries.

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First Nordic Metals. Company Logo
LONG

First Nordic Metals

Canadian junior exploration and development company focused on precious and base metal properties in Sweden.

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MAG Silver. Company Logo
LONG

MAG Silver

North American silver producer.

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Elemental Altus Royalties. Company Logo
LONG

Elemental Altus Royalties

A precious metals-focused royalty company providing capital to miners in exchange for royalties.

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Endeavour Mining. Company Logo
LONG

Endeavour Mining

Gold mining company with operations in West Africa, focused on sustainable gold production.

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Pan American Silver. Company Logo
LONG

Pan American Silver

Silver mining company with operations across North and South America, focused on sustainable productio

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Pan African Resources. Company Logo
LONG

Pan African Resources

South African gold mining company with operations in the Witwatersrand Basin.

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Newmont. Company Logo
LONG

Newmont

Global leader in gold mining, with operations in North America, South America, and Australia.

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Lundin Mining. Company Logo
LONG

Lundin Mining

Diversified base metals mining company with operations in North America, South America, and Europe.

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Lion One Metals. Company Logo
LONG

Lion One Metals

Exploration and development company focused on gold projects in Fiji.

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Kinross Gold. Company Logo
LONG

Kinross Gold

Gold mining company with operations in the Americas, West Africa, and Russia, focusing on sustainable

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Hochschild Mining. Company Logo
LONG

Hochschild Mining

Precious metals mining company focused on gold and silver production, with operations in South America

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Aris Mining. Company Logo
LONG

Aris Mining

Precious metals mining company engaged in sustainable gold production and development projects across

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Dynacor Group. Company Logo
LONG

Dynacor Group

Canadian mining company specializing in gold ore processing and production through artisanal miner par

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Fresnillo. Company Logo
LONG

Fresnillo

World’s largest primary silver producer and significant gold miner operating multiple projects across

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