2020 is a year to remember: global pandemic, but also year of the unicorn tech investor. Who were the biggest winners (~$1B+ personal liquidity)? Some guesses below and I'm sure I'm missing a bunch (China, crypto). Incredible prob 40+ investors are unicorns in 2020. 1/15
- Yuri, DST
- Chamath, Social Capital
- Mike Speiser, Sutter Hill
- Chase, Tiger
- Philippe, Coatue
- Brad, Altimeter
- Winklevoss Twins, Bitcoin, Gemini
- Jeff Horing, Insight
- Keith, Founders Fund
- Top partners
- Top partners Sequoia
- Peter, Founders Fund
- Buffet, BH
2/15
Yuri Milner @yurimilner: led $10 at $60 post round into Bytedance in 2013 worth ~$20B today. I heard he did personally in which case would top this list, but even if through DST wowza... https://twitter.com/mbrennanchina/status/1265217383666348033?s=20
3/15
Chamath Palihapitiya @chamath: popularized the SPAC, made $2B+, also only one who talked about publicly :) https://twitter.com/chamath/status/1344848278026907649?s=20
4/15
Mike Speiser, Sutter Hill @laserlikemike: Sutter Hill incubated Snowflake with their stake worth $12B. The kicker, I don't think they have outside capital and all is internal capital
5/15
Chase Coleman, Tiger: whose public fund increased from $18.8B AUM to $35.6B AUM with wins including FB, MSFT, JD, CVNA, BABA, SE, PDD, CRWD, ZM, SNOW on both publics and privates
6/15
Philippe Laffont, Coatue @plaffont: whose tech hedge fund up >50% in 2020, PL largest investor in fund, also did amazing on private side with huge positions in Bytedance, Doordash, Instacart, Meituan among others. What a year and grateful to have learned from one of the best.
7
Brad Gertsner, Altimeter @altcap: owns >$8B snowflake after leading its growth round ( @kevinjwang) and had other huge wins getting him on or close to on this list
8/15
Winklevoss Twins, Gemini @cameron @tyler: large early investment in bitcoin massively paying off, also have Gemini
9/15
Jeff Horing who is Insight's founder and largest LP, has grown to $30B+ of AUM and consistently posted >20% IRRs for over two decades; key wins of http://Checkout.com , Diligent, Veeam, nCino, Jfrog, OneTrust
10/15
Keith Rabois, Founders Fund and Opendoor @rabois: Airbnb, Square, Doordash, Opendoor (co-founder and investor), Miami, just smacking it
11/15
Top partners Accel (notably @skg_accel): Crowdstrike 20% of $50B, Slack, Qualtrics, UI Path... banger year and feel lucky to have learned from them early in my career
12/15
Top partners Sequoia (notably @alfred_lin): Airbnb, Doordash (both led by @alfred_lin); Bytedance, Snowflake, Stripe, Zoom, Unity.... speechless
13/15
Peter Thiel, Founders Fund and Palantir @peterthiel: Palantir which he cofounded and was Chairman of, stake worth ~$3-4B today
14/15
Buffet: invested in Snowflake IPO so now a tech investor and probably made more personally than anyone on the list last year because he's the GOAT
15/15
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