Our Investments

Investments we have made
Cellebrite DI. Company Logo
LONG

Cellebrite DI

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

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Akamai Technologies. Company Logo
LONG

Akamai Technologies

US cloud platform providing content delivery, cybersecurity, and edge computing services globally.

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AppLovin. Company Logo
LONG

AppLovin

US technology company operating a mobile marketing and AI-driven monetization platform for app develop

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Celestica. Company Logo
LONG

Celestica

Canadian electronics manufacturing services provider for aerospace and enterprise technology companies

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Lumentum Holdings. Company Logo
LONG

Lumentum Holdings

US manufacturer of optical and photonic products for telecommunications and industrial markets.

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Microsoft. Company Logo
LONG

Microsoft

US technology conglomerate offering cloud computing (Azure), AI, enterprise software, and gaming.

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NVIDIA. Company Logo
LONG

NVIDIA

US semiconductor company designing GPUs and AI computing platforms for data centers, gaming, and auton

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Samsara. Company Logo
LONG

Samsara

US IoT platform providing fleet management, safety monitoring, and operations intelligence for physica

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ServiceNow. Company Logo
LONG

ServiceNow

US cloud-based platform automating enterprise workflows across IT, HR, customer service, and operation

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ServiceTitan. Company Logo
LONG

ServiceTitan

US cloud software platform for field service management used by trades and home services contractors.

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Taiwan Semiconductor. Company Logo
LONG

Taiwan Semiconductor

World's largest contract chip manufacturer, producing semiconductors for fabless companies including A

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Toast. Company Logo
LONG

Toast

US restaurant management platform offering point-of-sale, payroll, and operations software for the foo

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TSS. Company Logo
LONG

TSS

US data center services company providing AI rack integration, IT procurement, and facilities manageme

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Tyler Technologies. Company Logo
LONG

Tyler Technologies

US SaaS provider of software solutions for state and local government agencies.

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Unity Software. Company Logo
LONG

Unity Software

US real-time 3D development platform and game engine powering mobile, PC, and console games.

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Zeta Global Holdings. Company Logo
LONG

Zeta Global Holdings

US data-driven marketing cloud platform helping brands acquire, retain, and grow customer relationship

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STMicroelectronics. Company Logo
LONG

STMicroelectronics

Franco-Italian semiconductor company producing chips for automotive, industrial, and consumer electron

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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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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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Cidara Therapeutics. Company Logo
LONG

Cidara Therapeutics

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

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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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Abivax. Company Logo
LONG

Abivax

Clinical-stage French biotech developing obefazimod for ulcerative colitis and Crohn's disease.

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ADC Therapeutics. Company Logo
LONG

ADC Therapeutics

Swiss biotech producing Zynlonta, a CD19-directed antibody drug conjugate for B-cell lymphoma.

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Alnylam Pharmaceuticals. Company Logo
LONG

Alnylam Pharmaceuticals

RNAi therapeutics pioneer with approved drugs for ATTR amyloidosis and rare genetic diseases.

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Ascendis Pharma. Company Logo
LONG

Ascendis Pharma

Danish biotech using the TransCon platform for long-acting endocrine rare disease therapies.

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Bausch + Lomb. Company Logo
LONG

Bausch + Lomb

Global eye health company providing contact lenses, lens care, and ophthalmic pharmaceuticals.

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Benitec Biopharma. Company Logo
LONG

Benitec Biopharma

Clinical-stage gene therapy biotech developing BB-301 for oculopharyngeal muscular dystrophy.

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BioMarin Pharmaceutical. Company Logo
LONG

BioMarin Pharmaceutical

Rare disease biotech with commercial therapies including Voxzogo for achondroplasia.

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Celcuity. Company Logo
LONG

Celcuity

Clinical-stage biotech developing gedatolisib, a pan-PI3K/mTOR inhibitor for HR+/HER2- breast cancer.

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CG Oncology
LONG

CG Oncology

Clinical-stage biotech developing cretostimogene.

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Cipher Pharmaceuticals. Company Logo
LONG

Cipher Pharmaceuticals

Canadian specialty pharma with dermatology products like Epuris and Actikerall.

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Codexis. Company Logo
LONG

Codexis

Enzyme engineering company applying its CodeEvolver platform to RNA therapeutics manufacturing.

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Cogent Biosciences. Company Logo
LONG

Cogent Biosciences

Clinical-stage biotech developing bezuclastinib, a KIT inhibitor for gastrointestinal stromal tumors.

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Consun Pharmaceutical. Company Logo
LONG

Consun Pharmaceutical

Chinese pharmaceutical focused on nephrology, with flagship Uremic Clearance Granules for chronic kidn

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Denali Therapeutics. Company Logo
LONG

Denali Therapeutics

Biotech developing therapies that cross the blood-brain barrier for neurodegenerative diseases.

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Dianthus Therapeutics. Company Logo
LONG

Dianthus Therapeutics

Clinical-stage biotech developing DNTH103, a C1s antibody for autoimmune neuromuscular diseases.

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Dyne Therapeutics. Company Logo
LONG

Dyne Therapeutics

Clinical-stage biotech using the FORCE platform to deliver oligonucleotides for Duchenne muscular dyst

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Eli Lilly & Co. Company Logo
LONG

Eli Lilly & Co

Pharmaceutical company with diabetes and obesity franchises including Mounjaro, Zepbound, and Trulicit

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Enliven Therapeutics. Company Logo
LONG

Enliven Therapeutics

Clinical-stage biotech developing ELVN-001, a selective BCR-ABL inhibitor for chronic myeloid leukemia

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Galapagos NV. Company Logo
LONG

Galapagos NV

Belgian biotech repositioning toward business development after winding down its cell therapy operatio

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Hims & Hers Health. Company Logo
LONG

Hims & Hers Health

DTC telehealth platform offering subscription care across dermatology, mental health, and weight loss.

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IDEAYA Biosciences. Company Logo
LONG

IDEAYA Biosciences

Precision oncology biotech developing darovasertib for uveal melanoma and synthetic lethality.

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Incyte. Company Logo
LONG

Incyte

Commercial-stage biopharma with Jakafi for myelofibrosis and Opzelura for atopic dermatitis.

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Ionis Pharmaceuticals. Company Logo
LONG

Ionis Pharmaceuticals

Antisense oligonucleotide pioneer with commercial drugs including Spinraza, Wainua, and Tryngolza.

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Kyverna Therapeutics. Company Logo
LONG

Kyverna Therapeutics

Clinical-stage biotech developing KYV-101, a CD19 CAR T-cell therapy for B cell-driven autoimmune dise

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LeonaBio. Company Logo
LONG

LeonaBio

Clinical-stage biotech developing lasofoxifene for ESR1-mutated metastatic breast cancer.

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Medikit. Company Logo
LONG

Medikit

Japanese medical device manufacturer specialized in IV catheters, and dialysis catheters.

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Monte Rosa Therapeutics. Company Logo
LONG

Monte Rosa Therapeutics

Clinical-stage biotech developing molecular glue degraders targeting cancer-driving proteins.

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MoonLake Immunotherapeutics. Company Logo
LONG

MoonLake Immunotherapeutics

Clinical-stage biotech developing sonelokimab, a trispecific nanobody blocking IL-17A and IL-17F for p

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Neumora Therapeutics. Company Logo
LONG

Neumora Therapeutics

Precision neuroscience company developing targeted therapies for psychiatric disorders.

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Nurix Therapeutics. Company Logo
LONG

Nurix Therapeutics

Biotech developing E3 ligase-based targeted protein degradation therapies for cancer and inflammatory

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Nuvalent. Company Logo
LONG

Nuvalent

Biotech developing next-generation ROS1 and ALK inhibitors designed to overcome resistance and penetra

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Olema Pharmaceuticals. Company Logo
LONG

Olema Pharmaceuticals

Clinical-stage oncology biotech developing palazestrant, an oral selective ER degrader for ER+/HER2- m

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Palvella Therapeutics. Company Logo
LONG

Palvella Therapeutics

Clinical-stage rare disease biotech developing QTORIN rapamycin gel for rare skin diseases.

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Praxis Precision Medicines. Company Logo
LONG

Praxis Precision Medicines

Clinical-stage biotech developing ion channel-targeted therapies for epilepsy and other CNS disorders.

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Regenxbio. Company Logo
LONG

Regenxbio

Gene therapy company developing treatments using its proprietary NAV AAV vector platform for rare dise

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Riverstone Holdings Ltd. Company Logo
LONG

Riverstone Holdings Ltd

Singapore-listed manufacturer of cleanroom and healthcare gloves for the semiconductor and healthcare

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Sionna Therapeutics. Company Logo
LONG

Sionna Therapeutics

Clinical-stage biotech developing small molecule NBD1 stabilizers to normalize CFTR function in cystic

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Solid Biosciences Inc. Company Logo
LONG

Solid Biosciences Inc

Clinical-stage gene therapy company developing AAV-based treatments for Duchenne muscular dystrophy.

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Spero Therapeutics. Company Logo
LONG

Spero Therapeutics

Antibiotic developer focused on tebipenem pivoxil targeting complicated urinary tract infections.

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Spyre Therapeutics. Company Logo
LONG

Spyre Therapeutics

Clinical-stage biotech developing extended half-life antibody therapies for IBD and other inflammatory

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Surrozen Inc. Company Logo
LONG

Surrozen Inc

Biotech developing Wnt pathway-activating antibodies to repair damaged tissues, currently focused on o

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Tarsus Pharmaceuticals. Company Logo
LONG

Tarsus Pharmaceuticals

Commercial-stage biotech marketing Xdemvy (lotilaner), the first FDA-approved treatment for Demodex bl

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Terns Pharmaceuticals. Company Logo
LONG

Terns Pharmaceuticals

Clinical-stage biotech developing combination therapies for metabolic liver disease (MASH) and obesity

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Travere Therapeutics. Company Logo
LONG

Travere Therapeutics

Rare kidney disease biotech with Filspari (sparsentan) approved for IgA nephropathy, the most common p

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Vera Therapeutics. Company Logo
LONG

Vera Therapeutics

Clinical-stage biotech developing atacicept, a dual BAFF/APRIL inhibitor targeting IgA nephropathy and

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Wave Life Sciences Ltd. Company Logo
LONG

Wave Life Sciences Ltd

Biotech developing stereopure oligonucleotide therapies for neurological diseases using its PRISM chem

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Xenon Pharmaceuticals Inc. Company Logo
LONG

Xenon Pharmaceuticals Inc

Biotech developing ion channel-targeted epilepsy therapies, with lead asset azetukalner for focal epil

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Zymeworks Inc. Company Logo
LONG

Zymeworks Inc

Clinical-stage oncology biotech developing bispecific antibodies and ADCs, with zanidatamab as its HER

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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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Studsvik. Company Logo
LONG

Studsvik

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

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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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Alstom. Company Logo
LONG

Alstom

French multinational manufacturing railway and urban transport systems, including trains, signaling, a

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AtkinsRealis Group Inc. Company Logo
LONG

AtkinsRealis Group Inc

Canadian engineering, project management, and nuclear services firm, formerly known as SNC-Lavalin.

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DHT Holdings. Company Logo
LONG

DHT Holdings

Norwegian-listed crude oil tanker company operating a fleet of Very Large Crude Carriers (VLCCs).

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Dow Inc. Company Logo
LONG

Dow Inc

US materials science company producing performance materials, industrial intermediates, and packaging

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Exosens SAS. Company Logo
LONG

Exosens SAS

French company manufacturing electro-optical technologies for defense night vision and scientific imag

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Keihin Co. Company Logo
LONG

Keihin Co

Japanese logistics company providing warehousing, domestic transportation, and international freight f

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Leonardo S.p.A. Company Logo
LONG

Leonardo S.p.A

Italian defense and aerospace conglomerate producing helicopters, aircraft, and cybersecurity systems.

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Mansei Corp. Company Logo
LONG

Mansei Corp

Japanese distributor of electronic components, industrial automation equipment, and semiconductor prod

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Meritage Homes. Company Logo
LONG

Meritage Homes

US homebuilder focused on energy-efficient entry-level and first move-up homes.

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Nam Cheong. Company Logo
LONG

Nam Cheong

Malaysian offshore marine vessel builder serving the global oil and gas industry.

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NextDecade Corp. Company Logo
LONG

NextDecade Corp

US LNG developer constructing the Rio Grande LNG export facility in Brownsville, Texas.

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Rockwell Automation. Company Logo
LONG

Rockwell Automation

US industrial automation and information technology company serving global manufacturing customers.

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Sanko Techno. Company Logo
LONG

Sanko Techno

Japanese manufacturer of construction fasteners, anchors, and fiber-reinforced composite materials.

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Scorpio Tankers. Company Logo
LONG

Scorpio Tankers

Monaco-based owner and operator of one of the world's largest product tanker fleets.

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Buzzi S.p.A. Company Logo
LONG

Buzzi S.p.A

Italian multinational cement and ready-mix concrete producer with operations across Europe and North A

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CF Industries. Company Logo
LONG

CF Industries

US producer of hydrogen and nitrogen-based fertilizers for agricultural and industrial markets.

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The St. Joe Company. Company Logo
LONG

The St. Joe Company

Real estate development and asset management company operating across residential, hospitality, and co

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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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NexGen Energy. Company Logo
LONG

NexGen Energy

Canada-based uranium developer of Arrow deposit.

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Sable Offshore. Company Logo
LONG

Sable Offshore

Offshore oil and gas exploration and production company.

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Cheniere Energy. Company Logo
LONG

Cheniere Energy

Largest US LNG exporter, operating the Sabine Pass and Corpus Christi liquefaction terminals.

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Constellation Energy. Company Logo
LONG

Constellation Energy

Largest US operator of nuclear power plants and producer of carbon-free electricity.

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Dominion Energy. Company Logo
LONG

Dominion Energy

Regulated electric utility serving Virginia, North Carolina, and South Carolina.

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Ecopetrol. Company Logo
LONG

Ecopetrol

Colombian state-controlled integrated oil and gas group with refining and pipeline operations.

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International Seaways. Company Logo
LONG

International Seaways

Operates a global fleet of crude oil and refined product tankers.

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Neste Oyj. Company Logo
LONG

Neste Oyj

Finnish producer of renewable diesel and sustainable aviation fuel from waste and residues.

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Peninsula Energy. Company Logo
LONG

Peninsula Energy

Uranium producer operating the Lance in-situ recovery project in Wyoming.

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Petroleo Brasileiro. Company Logo
LONG

Petroleo Brasileiro

Brazilian state-controlled integrated oil and gas company specialized in deepwater pre-salt production

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Strathcona Resources. Company Logo
LONG

Strathcona Resources

Canadian pure-play heavy oil producer using thermal recovery in Alberta and Saskatchewan.

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TechnipFMC. Company Logo
LONG

TechnipFMC

Provides subsea and surface technologies, equipment, and services for oil and gas projects.

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Verbio. Company Logo
LONG

Verbio

German producer of biodiesel, bioethanol, and biomethane from biomass and residues.

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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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Amazon.com. Company Logo
LONG

Amazon.com

Global e-commerce and cloud computing company operating Amazon marketplace and AWS.

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BellRing Brands. Company Logo
LONG

BellRing Brands

Markets protein shakes and powders under Premier Protein and Dymatize brands.

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China Dongxiang Group. Company Logo
LONG

China Dongxiang Group

Holds exclusive Kappa and Phenix sportswear rights in China.

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Glass House Brands. Company Logo
LONG

Glass House Brands

Vertically integrated cannabis cultivator and retailer in California.

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Grocery Outlet. Company Logo
LONG

Grocery Outlet

Extreme-value grocer selling surplus national brand inventory.

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Universal Music Group. Company Logo
LONG

Universal Music Group

Global recorded music and publishing company across labels like Capitol and Republic.

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Six Flags Entertainment. Company Logo
SHORT

Six Flags Entertainment

US theme park operator with over 40 parks across North America.

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New York Times Co. Company Logo
LONG

New York Times Co

US digital media company publishing The New York Times, The Athletic, Cooking, Games, and Audio produc

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Snowline Gold. Company Logo
LONG

Snowline Gold

Snowline is a Yukon Territory focused gold exploration company.

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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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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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Agnico Eagle Mines. Company Logo
LONG

Agnico Eagle Mines

Canadian senior gold miner with producing operations in Canada, Australia, Finland, and Mexico.

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Alpha Metallurgical Resources. Company Logo
LONG

Alpha Metallurgical Resources

US producer and exporter of high-quality metallurgical coal for the global steelmaking industry.

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Aura Minerals. Company Logo
LONG

Aura Minerals

Multi-jurisdictional gold and copper miner with producing operations across the Americas.

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Avino Silver & Gold Mines. Company Logo
LONG

Avino Silver & Gold Mines

Canadian silver and gold miner operating the Avino mine in Durango, Mexico.

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Blackrock Silver Corp. Company Logo
LONG

Blackrock Silver Corp

Junior silver and gold explorer focused on the high-grade Tonopah West project in Nevada.

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Contango Silver & Gold. Company Logo
LONG

Contango Silver & Gold

North American gold and silver producer with high-grade assets in Alaska and British Columbia.

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DPM Metals. Company Logo
LONG

DPM Metals

Canadian international gold mining company with operating mines in Bulgaria and Serbia.

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Global Atomic. Company Logo
LONG

Global Atomic

Uranium developer advancing the Dasa project in Niger, one of Africa's highest-grade uranium deposits.

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Goldsky Resources. Company Logo
LONG

Goldsky Resources

Gold exploration company anchored by the Barsele JV with Agnico Eagle in Sweden and the Rajapalot proj

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Goliath Resources. Company Logo
LONG

Goliath Resources

Junior gold and silver explorer advancing the Surebet and Goldstrike projects in BC's Golden Triangle.

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Lion One Metals. Company Logo
LONG

Lion One Metals

Gold miner developing the Tuvatu high-grade alkaline gold project in Fiji.

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McEwen Mining. Company Logo
LONG

McEwen Mining

Diversified gold and silver miner with operations in Nevada and Ontario.

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Orla Mining. Company Logo
LONG

Orla Mining

Canadian gold miner operating the Camino Rojo open-pit mine in Zacatecas, Mexico.

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Solstice Adv. Materials. Company Logo
LONG

Solstice Adv. Materials

US specialty materials company (Honeywell spin-off) producing refrigerants, semiconductor materials, a

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Hochschild Mining. Company Logo
LONG

Hochschild Mining

Peruvian silver and gold miner with producing operations in Peru and Argentina.

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Clinch Resources. Company Logo
LONG

Clinch Resources

West Virginia-based metallurgical coal mining company operating underground and surface mines.

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NexGold Mining. Company Logo
LONG

NexGold Mining

Canadian gold developer with the permitted Goldboro project in Nova Scotia and Goliath Gold Complex in

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Xtra-Gold Resources. Company Logo
LONG

Xtra-Gold Resources

Junior gold company focused on exploration and alluvial gold production in Ghana.

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Abacus Global Management. Company Logo
LONG

Abacus Global Management

Alternative asset manager specializing in life settlements and longevity-based investment products.

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Integral. Company Logo
LONG

Integral

Japanese private equity firm focused on buyouts and growth investments in mid-cap Japanese companies.

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Sprott. Company Logo
LONG

Sprott

Canadian asset management firm specializing in precious metals and critical minerals investment produc

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Banca Monte dei Paschi. Company Logo
LONG

Banca Monte dei Paschi

Italian banking group founded in 1472, one of the world's oldest banks, offering retail and commercial

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Intesa Sanpaolo. Company Logo
LONG

Intesa Sanpaolo

Italian banking group and one of the eurozone's largest banks by total assets.

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Fair Isaac Corporation. Company Logo
SHORT

Fair Isaac Corporation

US analytics software company best known for the FICO credit score, used in the majority of US consume

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Alphabet. Company Logo
LONG

Alphabet

US technology conglomerate owning Google, YouTube, DeepMind, and Google Cloud.

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