Founded 1999 by Philippe Laffont. c.£54bn AUM (Dec 2024). Lifecycle platform spanning early-stage venture to public equities. 162+ employees; NYC HQ + Menlo Park, London, Shanghai, Hong Kong. Notable privates: ByteDance, Databricks, Snap, Harvey (AI legal), Enter. Top public holdings: Meta, Amazon, TSMC, Constellation, Microsoft. Tech-centric long-short hedge fund + separate VC arm. Value-add: sector expertise, global network, data science capabilities.
Investment Focus
Investment Thesis
Lifecycle tech investor: early-stage venture, growth equity, structured capital, public markets. Focus: AI infrastructure, cloud, semiconductors, enterprise software, fintech. Conviction-driven, concentrated positions. Data-driven research, proprietary AI tools. Long-short public market strategy. Avoids non-tech sectors. Global network; deep sector expertise. Check sizes £20m–£200m+.
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