In line with our investment model, we concentrate our investments in a tightly focused portfolio of companies that meet strict investment criteria.
Quantinuum is a leading independent full-stack quantum computing company, combining best-in-class software with high-fidelity hardware. The company has commercially deployed multiple generations of quantum systems globally, working with market leaders across pharmaceuticals, material science, financial services, energy, and government sectors. Serendipity Capital first invested in 2020 and at the time of IPO (June 2026) was the sixth largest shareholder.

Deep Labs is a pioneer in World Model AI architectures and Large Signal Models (LSM), enabling real-time decision-making and threat detection for mission-critical applications across defense, intelligence, and critical technologies where LLMs fall short.

Fortaegis develops ultra-secure semiconductors, building the silicon backbone of an AI-powered, hyperconnected world. With an integrated approach to hardware and software, Fortaegis delivers quantum‐safe, ultra‐fast, scalable compute for critical infrastructure and distributed systems.

Monarch is a U.S.-based quantum photonics infrastructure company developing integrated photonics systems that enable scalable quantum computing, sensing and networking platforms. By combining best-in-class photonics integration with systems engineering, advanced packaging and highly-automated manufacturing, Monarch is positioned as the leading critical hardware infrastructure supplier to the quantum ecosystem.

CavilinQ develops optical cavity interconnects that connect quantum processors, particularly within neutral atom architectures, and enable high-fidelity communication. By linking individual quantum systems into larger, networked machines, CavilinQ is building the connectivity layer for modular, utility-scale quantum computing and the foundation of future quantum networks.
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Delta-g is a quantum sensing company developing quantum gravity gradiometers that enable high-resolution subsurface and spatial intelligence. Delta-g envisions a future where gravity sensing redefines how we understand and navigate the physical world, enabling safer infrastructure, smarter planning, and operation in GPS-denied and challenging environments.
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Moth is a quantum technology company that leverages the power of quantum computing to unlock new creative possibilities in music, art, gaming, and beyond. Their vision is to build the next era of music, gaming and the arts and revolutionise culture through quantum technologies.

QuantX Labs is developing optical atomic clock technology for defence, space and critical infrastructure applications, delivering the resilient, high-accuracy timing and positioning capabilities that underpin modern defence systems, satellite networks and national infrastructure.

QuantrolOx develops AI and machine learning software that automates the control and calibration of quantum computers, enabling higher performance with less manual intervention from scientists and technicians.
