Investments

Investments	Aquisition Year	Themes
CCC Intelligent Solutions (CCC)	2025	Public Cloud TransitionDigitisation of Business
AI Bubble		Public Cloud TransitionDigitisation of Business
Salesforce (CRM) Update	2020	Public Cloud TransitionDigitisation of Business
Alphabet (GOOG) Update	2014	Critical InfrastructurePublic Cloud Transition
Block (XYZ)	2022	Digital PaymentseCommerce
Google’s Antitrust Battles	2014	Regulation
Visa (V)	2021	Digital PaymentseCommerce
Pinduoduo (PDD)	2024	China Domestic ConsumptioneCommerce
Charter Communications (CHTR)	2020 (2015)	Critical Infrastructure
Alibaba (BABA)	2018	China Domestic ConsumptionPublic Cloud TransitioneCommerceDigital Payments
Salesforce (CRM)	2020	Public Cloud TransitionDigitisation of Business