Firm & fund profile / Sourced portfolio

Lux Capital

Tracked participation in 16 Atlas companies, with 13 explicitly attributed leads.

16portfolio companies

43round participations

13lead positions

$2.4Bled round total

Conviction

Most recent leads

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

Capital activity

CompanyLatest valuationFirst → latestRoundsRoleLatest round

TATogether AI$8.3BMay 2023 → Jul 20266 rounds1 ledSeries C

CCognition$26BSep 2025 → May 20262 rounds1 ledSeries D

BFBlack Forest Labs$3.3BDec 2025 → Dec 20251 roundParticipantSeries B

PIPhysical Intelligence$5.6BMar 2024 → Nov 20253 rounds1 ledSeries B

SASakana AI$2.7BJan 2024 → Nov 20253 rounds2 ledSeries B

MModal$1.1BApr 2022 → Sep 20253 rounds1 ledSeries B

AIApplied Intuition$15BSep 2019 → Jun 20255 rounds2 ledSeries F

111x—Sep 2024 → Nov 20242 roundsParticipantSeries B

EEvolutionaryScale—Jun 2024 → Jun 20241 round1 ledSeed

FFactory$120MNov 2023 → Jun 20242 rounds1 ledSeries A

MMythic—Mar 2017 → Mar 20233 roundsParticipant$13 million financing round (led by existing investors)

RRunway—Dec 2020 → Dec 20222 roundsParticipantSeries C

HFHugging Face$2BDec 2019 → May 20223 rounds2 ledSeries C

CClarifai—Apr 2015 → Oct 20213 roundsParticipantSeries C

AAnduril$4.6BJun 2021 → Jun 20211 roundParticipantSeries D

RRecursion—Oct 2016 → Sep 20203 rounds1 ledSeries D