MTS Atlas
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FMFidelity Management & Research Company logo

Firm & fund profile / Sourced portfolio

Fidelity Management & Research Company

Tracked participation in 19 Atlas companies, with 7 explicitly attributed leads.

Firm website ↗
19portfolio companies
37round participations
7lead positions
$6.3Bled round total
Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Dec 2025DatabricksSeries L (announced)$4Bat $134B valuationSep 2025CerebrasSeries G$1.1Bat $8.1B valuationMar 2025Celestial AISeries C1$250Mat $2.5B valuationDec 2023CoreWeaveSecondary / minority investment$642MMay 2022SiMa.aiSeries B (additional investment)$30MMay 2021TenstorrentSeries C$200Mat $1B valuation
Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleLatest round
DDatabricks logoDatabricks$190BDec 2025 → Aug 20263 rounds1 ledStrategic funding (closed)
AAnthropic logoAnthropic$965BMar 2025 → May 20264 roundsParticipantSeries H
OOpenAI logoOpenAI$852BMar 2026 → Mar 20261 roundParticipantCommitted capital round (strategic + financial investors)
ZZipline logoZipline$7.6BJan 2026 → Mar 20262 roundsParticipantSeries H (additional tranche)
WLWorld Labs logoWorld Labs—Feb 2026 → Feb 20261 roundParticipantLarge priced equity round (same deal as above; amount breakdown reported)
RRunway logoRunway$5.3BApr 2025 → Feb 20262 roundsParticipantSeries E
WWaymo logoWaymo$126BMay 2020 → Feb 20263 roundsParticipantInvestment round (led by Dragoneer Investment Group, DST Global, Sequoia Capital; Alphabet majority investor)
SSpaceXAI logoSpaceXAI—May 2024 → Jan 20263 roundsParticipantSeries E (upsized)
CCrusoe logoCrusoe$10BOct 2025 → Oct 20251 roundParticipantSeries E
CCerebras logoCerebras$8.1BSep 2025 → Sep 20251 round1 ledSeries G
NNscale logoNscale—Sep 2025 → Sep 20251 roundParticipantSeries B
AIApplied Intuition logoApplied Intuition$15BJun 2025 → Jun 20251 roundParticipantSeries F
CACelestial AI logoCelestial AI$2.5BMar 2025 → Mar 20251 round1 ledSeries C1
TTenstorrent logoTenstorrent$2BMay 2021 → Dec 20242 rounds1 ledSeries D
CCoreWeave logoCoreWeave$23BDec 2023 → Nov 20243 rounds1 ledSecondary (Minority investment)
LLightmatter logoLightmatter$4.4BMay 2023 → Oct 20242 roundsParticipantSeries D
AAnduril logoAnduril$14BAug 2024 → Aug 20241 roundParticipantSeries F
SSiMa.ai logoSiMa.ai—May 2021 → Apr 20244 rounds2 ledSeries B (extension)
GGenerate:Biomedicines logoGenerate:Biomedicines—Sep 2023 → Sep 20231 roundParticipantSeries C