Select Portfolio

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Select Portfolio

In line with our investment model, we concentrate our investments in a tightly focused portfolio of companies that meet strict investment criteria.

SELECT PORTFOLIO
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Quantinuum
Quantum Technologies
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Deep Labs
AI, ML, Security
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Fortaegis
Semiconductors, Security
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Monarch Quantum
Quantum Technologies
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CavilinQ
Quantum Technologies
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Delta.g
Quantum Technologies
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Moth Quantum
Quantum Technologies
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QuantX Labs
Quantum Technologies
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QuantrolOx
Quantum Technologies
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Quantum Technologies
Quantinuum

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.

HEADQUARTERS
Broomfield, Colorado, USA and Cambridge, UK
FOUNDERS
Ilyas Khan (Cambridge Quantum Computing)
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AI, ML, Security
Deep Labs

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.

HEADQUARTERS
San Francisco, California, United States
FOUNDERS
Dr. Scott Edington, Patrick Faith
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Semiconductors, Security
Fortaegis

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.

HEADQUARTERS
Amsterdam, Netherlands
FOUNDERS
Boudewijn Wijnands
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Quantum Technologies
Monarch Quantum

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.

HEADQUARTERS
San Diego, USA
FOUNDERS
Timothy Day
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Quantum Technologies
CavilinQ

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.

HEADQUARTERS
Cambridge, Massachusetts, United States
FOUNDERS
Shankar Menon, Brandon Grinkemeyer, Mikhail Lukin, Hannes Bernien
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Quantum Technologies
Delta.g

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.

HEADQUARTERS
Birmingham, United Kingdom
FOUNDERS
Michael Holynski, Andrew Lamb, Jonathan Winch
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Quantum Technologies
Moth Quantum

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.

HEADQUARTERS
London, UK
FOUNDERS
Harry Kumar
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Quantum Technologies
QuantX Labs

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.

HEADQUARTERS
Adelaide, Australia
FOUNDERS
Andre Luiten, Martin O'Connor
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Quantum Technologies
QuantrolOx

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.

HEADQUARTERS
Espoo, Finland
FOUNDERS
Andrew Briggs, Vishal Chatrath, Natalia Ares, Dominic Lennon