Arkipelagos

Private family office investment fund

Patient, concentrated, long-only owners

Performance ( – )

• Net Portfolio IRR (MWR):
• Nasdaq-100 Total Return (TWR):
• S&P 500 Total Return (TWR):

Holdings (NAV-weighted)

• SpaceX* — — Space compute
• Microsoft — — Enterprise cloud
• Alphabet — — Consumer cloud
• Tesla — — Robot autonomy
• OpenAI* — — Consumer AI
• Anthropic* — — Enterprise AI
• xAI* — — Terrestrial compute
• Zipline* — — Drone autonomy

Inception: Last updated:

*Private holdings at latest fair market value

Informational only; not investment advice