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Lux Capital

Venture Capital · Founded 2000 · New York City, United States

#50 Investor Ranking 2026 Top 0.5% of investors worldwide

Venture capital firm investing in emerging science and technology across sectors such as AI, biotech, aerospace, and energy

316 Portfolio companies+74% in 5 years
61 Unicorns
6 Decacorns
580 Investments
Aug 2026 Last investment
02 · Biggest holdings

Lux Capital’s biggest current holdings.

Lux Capital is a named shareholder in 11 companies. Dealroom estimates those stakes are worth about $4.2B in total — the disclosed percentage × each company’s latest valuation. The 11 biggest are below, each sized by that estimate.

#CompanyEst. stakeValuationEst. value
  1. 1 Applied IntuitionTransportation · Decacorn 8.5% $15.0B $1.3B
  2. 2 TogetherEnterprise Software · Unicorn 8% $8.3B $664M
  3. 3 Hugging FaceEnterprise Software · Unicorn 14.5% $4.5B $652M
  4. 4 RunwayMedia · Unicorn 9.5% $5.3B $504M
  5. 5 Cognition | Devin AIEnterprise Software · Decacorn 1.2% $26.0B $312M
  6. 6 Sakana AIEnterprise Software · Unicorn 7.5% $2.6B $198M
  7. 7 10% $1.7B $170M
  8. 8 4% $3.2B $128M
  9. 9 4% $2.9B $116M
  10. 10 2.5% $4.0B $100M
  11. 11 10% $1.0B $100M

5 companies hidden on this public profile. Estimated value = Lux Capital’s disclosed ownership % × Dealroom’s latest company valuation; direct named stakes only, exited positions excluded. Figures are indicative, not reported marks. Lux Capital also appears inside investor groups in Anduril, Benchling, Carbon Health, STORD, Tines, where a standalone stake isn’t disclosed. See the underlying shareholder registers on Dealroom →

03 · Exits

Lux Capital’s biggest exits.

Portfolio companies that IPO’d or were acquired at $1B+, with the valuation recorded at exit and — for those still public — their value today. Exit events come from each company’s funding-round history; entry stage from Lux Capital’s transaction record.

$2.8B IPO · 2021
Entered Series B+Now $8.3BSpace
$1.5B IPO · 2021
Entered Series ANow $5.6BSemiconductors
$3.4B acquisition · 2019
Entered Series AHealth
$3.4B acquisition · 2025
Entered Series ASecurity
$3.0B IPO · 2021
Entered Series ANow $1.8BTransportation
$2.9B IPO · 2021
Entered Series ANow $1.5BReal Estate
$2.7B IPO · 2021
Entered Series ANow $1.3BHealth
$2.1B acquisition · 2020
Entered Series B+Health
$1.7B IPO · 2021
Entered Series ANow $1.1BSecurity
$1.6B IPO · 2021
Entered Series ANow $25MSecurity
$1.3B acquisition · 2023
Entered Series AEnterprise Software
$1.2B acquisition · 2020
Entered SeedRobotics
04 · Portfolio analysis

Where Lux Capital’s portfolio is concentrated.

Distribution of portfolio companies by headquarters country, sector, entry stage and current growth stage. Across all 316 portfolio companies. "Stage entered" is the first priced round the investor joined, derived from the investor’s transaction history.

By countryCount
  1. USA297
  2. UK8
  3. Canada6
  4. Israel4
  5. Ireland2
  6. Netherlands2
  7. Brazil1
  8. British Virgin Islands1
  9. Bulgaria1
  10. France1
  11. Germany1
  12. Ghana1
By sectorCount
  1. Health102
  2. Enterprise Software66
  3. Fintech35
  4. Security28
  5. Robotics27
  6. Semiconductors19
  7. Media18
  8. Transportation14
  9. Space13
  10. Energy11
  11. Marketing10
  12. Gaming9
By stage enteredCount
  1. Seed136
  2. Series A120
  3. Series B+56
By growth stageCount
  1. Breakout Stage134
  2. Late Growth132
  3. Early Growth65
05 · Portfolio market map

Inside Lux Capital’s portfolio.

The 60 highest-funded portfolio companies, of 316 tracked.

Anduril
Security · Decacorn
$61B
Napster | Infinite Reality
Gaming · Decacorn
$12B
Ramp
Fintech · Decacorn
$44B
Resilience
Health · Unicorn
$2.5B
Relativity
Space · Unicorn
$4.2B
Hadrian
Robotics · Unicorn
$8.0B
Cognition | Devin AI
Enterprise Software · Decacorn
$26B
Helion Energy
Energy · Decacorn
$16B
Together
Enterprise Software · Unicorn
$8.3B
Zoox
Robotics · Unicorn
$1.2B
Applied Intuition
Transportation · Decacorn
$15B
Eikon Therapeutics
Health
$244M
Impulse Space
Space · Unicorn
$4.3B
Physical Intelligence
Robotics · Unicorn
$5.6B
Commure
Health · Unicorn
$7.0B
Xaira Therapeutics
Health · Unicorn
$2.7B
Astranis
Telecom · Unicorn
$2.8B
Runway
Media · Unicorn
$5.3B
STORD
Transportation · Unicorn
$3.0B
Auris Health
Health · Unicorn
$3.4B
Apex
Space · Unicorn
$2.3B
Carbon Health
Health
Varda Space
Health · Unicorn
$1.6B
Recursion Pharma
Health · Unicorn
$1.3B
Planet Labs
Space · Unicorn
$8.3B
CuspAI
Energy · Unicorn
$2.6B
Long Wall
Security · Unicorn
$2.4B
Enveda Biosciences
Health · Unicorn
$1.0B
Aurora Solar
Energy · Unicorn
$4.0B
Flourish
Semiconductors · Unicorn
$2.5B
Kallyope
Health · Unicorn
$1.2B
Anchorage Digital
Fintech · Unicorn
$4.2B
Modal
Enterprise Software · Unicorn
$4.7B
Flutterwave
Fintech · Unicorn
$3.2B
Unconventional AI
Semiconductors · Unicorn
$4.5B
Armada
Enterprise Software · Unicorn
$2.2B
EGenesis
Health
$764M
Matterport
Real Estate · Unicorn
$1.5B
Desktop Metal
Media
$275M
Cambridge Aerospace
Security · Unicorn
$3.4B
Enjoy
Transportation · Unicorn
$1.2B
Maven Clinic
Health · Unicorn
$1.7B
Benchling
Health · Unicorn
$6.1B
Evolv Technology
Security · Unicorn
$1.1B
Hugging Face
Enterprise Software · Unicorn
$4.5B
Bright Machines
Robotics
$895M
Amca
Space · Unicorn
$1.0B
Science 37
Health
Chronosphere
Security · Unicorn
$3.4B
Aeva
Transportation · Unicorn
$1.8B
Thrive Earlier Detection
Health · Unicorn
$2.2B
Senti Biosciences
Health
$21M
Kymeta
Telecom
$425M
Erebor
Fintech · Unicorn
$4.4B
Cloaked
Security · Unicorn
$1.2B
Sakana AI
Enterprise Software · Unicorn
$2.6B
Ironclad
Legal · Unicorn
$3.2B
Rigetti Computing
Semiconductors · Unicorn
$5.6B
Exo
Health
$880M
Kela Technologies
Security · Unicorn
$1.2B
06 · Portfolio founders

Where Lux Capital’s portfolio founders come from.

200 founders across the 100 highest-funded portfolio companies — by current location, university attended, and the companies they worked at before founding. Sourced from the founder records the API links to each portfolio company.

LocationCount
  1. United States164
  2. Israel6
  3. United Kingdom6
  4. France3
  5. Japan3
  6. Ireland2
  7. Peru2
  8. Switzerland2
  9. Bulgaria1
  10. Canada1
UniversityCount
  1. Massachusetts Institute of Technology25
  2. Stanford University20
  3. Harvard University11
  4. University of California, Berkeley9
  5. Harvard Business School8
  6. Cornell University5
  7. University of Michigan5
  8. University of Southern California5
  9. New York University4
  10. The Hebrew University of Jerusalem4
Previous companyCount
  1. Alphabet | Google16
  2. Microsoft8
  3. Apple7
  4. Palantir7
  5. Massachusetts Institute of Technology6
  6. MIT Media Lab6
  7. Qualcomm5
  8. SpaceX | xAI5
  9. Square5
  10. Stanford University5