Current Quan portfolio companies (excluding short positions):
ActLight (private) designs dynamic photo-diode (DPD) light sensors for wearables (heart monitoring, blood oxygen measurements, glucose monitoring), 3D time-of-flight image sensors (next-gen smart phones), and other applications. ActLight's DPDs are disrupting the bulkier, less-efficient, power-hungry avalanche photo-diodes that exist today. https://act-light.com/
CuriosityStream (CURI) is a global factual entertainment and media company that streams content to consumers directly or through partner platforms from its content library of over 15,000 programs. The company’s original and curated factual films, shows, and series cover science, nature, history, technology, society, and lifestyle. The company also licenses its content for AI model training, which has been growing rapidly. https://curiositystream.com/
Lumotive's (private) optical semiconductor solutions enable advanced sensing and perception capabilities for mobile devices, autonomous vehicles, robots, and other applications. The company’s patented Light Control Metasurface (LCM™) beam steering chips deliver an unmatched combination of high performance, reliability, and low cost — in a tiny, integrated solution. https://www.lumotive.com/
UiPath (PATH) provides robotic process automation (RPA) software that emulates human actions. End-to-end workflow automation that combines deterministic (rules-based) and Agentic AI capabilities. UiPath automates repetitive human tasks, providing its customers a substantial return on their investment. https://www.uipath.com/
A sample of major Quan portfolio company exits:
Attunity provides automated transport and processing of big-data across all data platforms. Attunity enables unparalleled data integration and real-time analytics. We initially invested in 2012, and profitably exited in 2019 in conjunction with the acquisition by Qlik. https://www.qlik.com/us/products/attunity-replicate
Insightness makes event-based visual positioning modules that process pixels like the human brain. The company's Silicon Eye vision sensors and proprietary processing algorithms are extremely efficient and robust, leading to exponentially faster image processing/lower power consumption, while providing 3D spatial awareness of where you are. Quan initially invested in 2016, and profitably exited from Insightness in 2019. http://www.insightness.com/
Pivotal Systems (PVS.AX) makes next-generation gas flow controllers that enable advanced semiconductor front-end manufacturing. The company's patented gas flow controllers are purchased by the world's largest integrated device manufacturers and semiconductor equipment OEMs. Quan initially invested in 2013, and profitably exited Pivotal in conjunction with its IPO in 2018. https://www.pivotalsys.com/