Holdings · Epoch 02

The companies held

Portfolio

Twenty-four private technology companies, held across ten vaults. HOH® buys the position; the vault carries the risk; the member holds a claim that settles on chain. Every entry, size and exit is written here on the epoch it happens.

Active positions
24
In positions
$1.81B
In reserve
$132.7M
Realised
$412M
Weighted hold
3.4y

Compute & infrastructure

The silicon and the sites the models run on.

04 held · $310.9M

04

Together AI

Compute & infrastructure
StructureEpoch 02$54.8M2.8% of book

Applied AI

Models put to work inside one industry at a time.

06 held · $421.3M

07

Glean

Applied AI
MomentumEpoch 01$69.1M3.6% of book

Models

Frontier weights, sold as an interface.

02 held · $134.1M

Fintech

The financial stack private companies run on.

02 held · $193.2M

14

Mercury

Fintech
ShieldEpoch 01$74.9M3.9% of book

Frontier

Compute, energy, defence, robotics. The longest holds in the book.

05 held · $455.0M

17

Helion

Frontier
FrontierEpoch 01$74.2M3.8% of book
18

Commonwealth Fusion

Frontier
FrontierEpoch 02$68.9M3.6% of book

Data & tooling

What every other position in the book is built with.

05 held · $292.8M

23

Linear

Data & tooling
PerpetualEpoch 02$48.9M2.5% of book

Realised

Sold into secondary. Principal returned to Reserve, gains routed to Compound.

04 exits · $412M

EX

ElevenLabs

Models
MomentumEpoch 00Epoch 02$54MRealised
EX

Deel

Fintech
ShieldEpoch 00Epoch 02$78MRealised
EX

Rippling

Fintech
AnchorEpoch 00Epoch 02$96MRealised
EX

Databricks

Data & tooling
AnchorEpoch 00Epoch 02$184MRealised