Consumer Portfolio Companies

Allbirds is an American public benefit company originating in New Zealand that sells footwear and apparel, co-founded in 2015 by Tim Brown and Joey Zwillinger.

Amazon.com, Inc. (doing business as Amazon) is an American multinational technology company engaged in e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence.

AppLovin Corporation is an American mobile technology company headquartered in Palo Alto, California.

Bird operates shared electric scooters and e-bikes in cities across North America and Europe. It listed via SPAC in 2021, filed Chapter 11 in 2023 and was acquired by Third Lane Mobility in 2024.

ByteDance is the Beijing-based developer of TikTok, Douyin, Toutiao and CapCut, and builds generative AI models. It remains privately held, valued at $300 billion in a 2024 buyback offer.

Platform connecting fans with celebrities and influencers for personalized video messages.

Casper is a direct-to-consumer mattress and sleep products company that sells bed-in-a-box mattresses and other sleep-related products.

ClassPass is a credit-based subscription that lets members book fitness, wellness and beauty services across partner studios. It was acquired by Mindbody in an all-stock deal in October 2021.

Clubhouse is a social audio app from Alpha Exploration Co. where users join live voice rooms. Backed by Andreessen Horowitz, it was valued at $4 billion in 2021 and remains private.

Depop Limited is a social e-commerce company based in London, with additional offices in Milan and New York City.

Dharma Productions Pvt. Ltd.

Didi Chuxing Technology Company is a Chinese mobility technology company headquartered in Beijing. The company offers app-based transportation and related services, including ride-hailing, taxi services, bike sharing and vehicle leasing.

Didi Chuxing Technology Company is a Chinese mobility technology company headquartered in Beijing. The company offers app-based transportation and related services, including ride-hailing, taxi services, bike sharing and vehicle leasing.

Discord runs a voice, video and text communications platform built around gaming communities. It is private, was valued at $15 billion in 2021, and confidentially filed for an IPO in January 2026.

DoorDash, Inc. is an American company operating online food ordering and food delivery.

DraftKings Inc. is an American gambling company based in Boston, Massachusetts.

Easy Taxi was a mobile app for taxi hailing that was available in 30 countries, and it now part of Cabify, from Maxi Mobility group.

Food discovery and delivery platform serving the Middle East and North Africa region with restaurant listings and ordering services.

Etsy, Inc. is an American e-commerce company focused on handmade or vintage items and craft supplies.

Everlane is an American clothing retailer that sells primarily online. Headquartered in San Francisco, California with stores in New York City, Washington, D.C., Boston, Los Angeles, Austin, and Palo Alto, the company was founded in 2011 by Michael Preysman and Jesse Farmer with the mission of se...

Figs (stylized as FIGS) is an American clothing company based in Santa Monica, California. The company sells scrubs and other products for healthcare professionals.

Facebook, now Meta Platforms, runs Facebook, Instagram and WhatsApp from Menlo Park, California. Founded in 2004, it went public on Nasdaq in May 2012 at a $104 billion valuation.

Fathom Entertainment (previously Fathom Events) is an entertainment content provider that broadcasts entertainment events in movie theaters throughout the United States, including Metropolitan Opera Live in HD, the performing arts, major sporting events, and music concerts.

FlixBus (German pronunciation: ['flɪksbʊs]; styled FLiXBUS) is a German brand that offers low-cost intercity coach services in Europe, North America, South America, Asia, and Australia.

PT Fore Kopi Indonesia, operating under the business name Fore Coffee, is an Indonesian coffee house company.

GetYourGuide is a German online marketplace for tour guides, excursions, travel-related activities, and tickets to tourist attractions.

Glossier is an American beauty company founded by Emily Weiss in 2014. It originated as an online-only business, building on Weiss’s beauty blog, Into the Gloss Later, it expanded into pop-up shops and retail locations.

PT Gojek Indonesia (stylized in all lower case and stylized j as goȷek, formerly styled as GO-JEK) is an Indonesian on-demand multi-service platform and digital payment technology group based in Jakarta.

Google LLC ( , GOO-gəl) is an American multinational technology corporation focused on information technology, online advertising, search engine technology, email, cloud computing, software, quantum computing, e-commerce, consumer electronics, and artificial intelligence (AI).

Grab (Grab Holdings) runs Southeast Asia's ride-hailing, food delivery and digital payments superapp. It listed on Nasdaq as GRAB in December 2021 through a merger with Altimeter Growth Corp.

Maplebear Inc., doing business as Instacart, is an American retail media and delivery company based in San Francisco that operates a grocery delivery and pick-up service in the United States and Canada accessible via a website and mobile app.

Instagram is the photo and video sharing app founded by Kevin Systrom and Mike Krieger in 2010. Facebook, now Meta Platforms, acquired it in 2012 for about $1 billion in cash and stock.

JD.com is a Beijing based e-commerce, retail and logistics group founded by Richard Liu in 1998. It listed on Nasdaq in May 2014 and added a Hong Kong listing in June 2020.

Jet.com was a Hoboken, New Jersey e-commerce company founded in 2014. Walmart bought it in 2016 for about $3.3 billion in cash and stock and closed the Jet site in 2020.

JustWatch is a website that provides information on the availability of films and TV shows on various streaming platforms such as Netflix, HBO Max, Disney+, Hulu, Peacock, Fandango at Home, Apple TV, and Amazon Prime Video, among others.

LinkedIn is the professional networking platform founded by Reid Hoffman in 2002. It went public on the NYSE in 2011 and was acquired by Microsoft for $26.2 billion in December 2016.

Linktree is an Australian freemium social media reference landing page service provider headquartered in Melbourne.

Lyft runs ride-hailing, bike-share and scooter services in the US and Canada, and in Europe through Freenow. It went public on Nasdaq (LYFT) in March 2019 at a $24.3 billion valuation.

Meituan (Chinese: 美团; pinyin: Měituán; formerly Meituan–Dianping) is a Chinese technology company that operates a platform for local services including on‑demand food delivery, in‑store services and consumer reviews under the Dazhong Dianping brand, hotel and travel bookings, and instant retail.

Mindbody, Inc. is a San Luis Obispo, California-based software-as-a-service company that provides cloud-based online scheduling and other business management software for the wellness services industry.

Myntra is an Indian fashion e-commerce company, headquartered in Bengaluru. The company was founded in 2007 to sell personalized gift items.

Nextdoor Holdings, Inc. is an American company that operates a hyperlocal social networking service for neighborhoods.

Overtime is a sports media company geared towards Generation Z sports fans. The company distributes original sports content on social media outlets, including Facebook, Snapchat, and YouTube and sells apparel with its logos and branding.

Patreon runs a membership platform that lets creators sell subscriptions and digital products to fans. Founded in 2013 in San Francisco, it is private and was valued at $4 billion in 2021.

Peloton Interactive sells connected bikes, treadmills and rowers with streamed fitness classes on a subscription. Founded in 2012 in New York, it listed on Nasdaq (PTON) in September 2019.

Pinterest runs a visual discovery and search platform where users save ideas to boards. It has traded on the NYSE as PINS since April 2019 and reported 2025 revenue of $4.22 billion.

Pluto TV is an American free ad-supported streaming television service owned and operated by the Paramount Skydance Direct-to-Consumer division of Paramount Skydance.

Queue-it is a private Danish company founded in 2010. It has developed systems to cope with website traffic congestion by directing visitors to a queue where they can wait until access can be facilitated.

Quora is a question-and-answer website and the developer of Poe, a platform for chatting with AI models and bots. It is privately held and was last valued at $500 million in a 2024 round from Andreessen Horowitz.

Reddit is a network of user-run online communities, public on the NYSE as RDDT since its March 2024 IPO at $34 a share. It reported $2.2 billion of revenue in 2025 with 121.4 million daily active uniques.

Rent the Runway rents designer apparel through a monthly subscription and one-time reservations. Public on Nasdaq (RENT) since its October 2021 IPO, it recapitalized its debt in 2025.

Ring LLC is a manufacturer of home security and smart home devices owned by Amazon. It manufactures a line of Ring smart doorbells, home security cameras, and alarm systems.

Social food ordering app that lets users send food to friends and earn rewards through gamified group ordering experiences.

Snapchat is an American multimedia social media and instant messaging app and service developed by Snap Inc., originally Snapchat Inc.

SoundCloud is a German audio streaming service owned and operated by SoundCloud Global Limited & Co.

Spotify is a Swedish audio streaming and media service provider founded in April 2006 by Daniel Ek and Martin Lorentzon.

Location-based virtual reality entertainment company creating immersive VR experiences at physical venues.

Personal styling service that delivered curated clothing selections to customers based on style preferences.

Twitter, now X, is the social network founded in 2006 that went public on the NYSE in 2013 and was taken private by Elon Musk in October 2022 for about $44 billion.

Leading beauty retailer offering cosmetics, skincare, haircare, and salon services across the United States.

Warby Parker sells prescription eyeglasses, sunglasses and contact lenses online and through 323 stores. It listed directly on the NYSE as WRBY in September 2021.

Wayfair is a Boston online retailer of furniture and home goods, founded in 2002 as CSN Stores. It has traded on the NYSE under the ticker W since its October 2014 IPO.

Xiaomi is a Beijing consumer electronics company that makes smartphones, connected devices and electric vehicles. It listed on the Hong Kong Stock Exchange in 2018 under ticker 1810.