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Transformative software tech
Exceeding Moore’s Law. Leading innovative software/service companies using or developing fast-growing technologies.
Updated Aug 26, 2025
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11 investments
SoFi Technologies Inc
SOFI
Microsoft Corporation
MSFT
Palo Alto Networks Inc
PANW
Fortinet Inc
FTNT
Datadog Inc - Ordinary Shares - Class A
DDOG
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
Synopsys, Inc.
SNPS
Atlassian Corporation - Ordinary Shares - Class A
TEAM
Cloudflare Inc - Ordinary Shares - Class A
NET
Autodesk Inc.
ADSK
Roper Technologies Inc
ROP