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LC

Firm & fund profile / Sourced portfolio

Lux Capital

Tracked participation in 16 Atlas companies, with 12 explicitly attributed leads.

Firm website ↗

16portfolio companies

45round participations

12lead positions

$1.9Bled round total

Conviction

Most recent leads

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

May 2026CognitionSeries D$1Bat $26B valuation Sep 2025ModalSeries B$80Mat $1.1B valuation Sep 2024Sakana AISeries A$200Mat $1.5B valuation Jun 2024EvolutionaryScaleSeed$142M Mar 2024Applied IntuitionSeries E$250Mat $6B valuation Jan 2024Sakana AISeed$30M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

CCognition$48BSep 2025 → Sep 20263 rounds1 led—

TATogether AI$8.3BMay 2023 → Jul 20265 rounds1 led—

BFBlack Forest Labs$3.3BDec 2025 → Dec 20251 roundParticipant—

PIPhysical Intelligence$5.6BMar 2024 → Nov 20253 roundsParticipant—

SASakana AI$2.7BJan 2024 → Nov 20253 rounds2 led—

MModal$1.1BOct 2023 → Sep 20252 rounds1 led—

111x—Sep 2024 → Nov 20242 roundsParticipant—

EEvolutionaryScale$200MAug 2023 → Jun 20242 rounds2 led—

FFactory$120MNov 2023 → Jun 20242 rounds1 led—

AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied Intuition$6BSep 2019 → Mar 20244 rounds1 ledBilal Zuberi

MMythic—Mar 2017 → Mar 20234 roundsParticipant—

RRunway—Dec 2020 → Dec 20222 roundsParticipantZavain Dar

HFHugging Face$2BDec 2019 → May 20223 rounds2 led—

CClarifai—Apr 2015 → Oct 20213 roundsParticipant—

AAnduril$4.6BJun 2021 → Jun 20211 roundParticipant—

RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)Recursion—Oct 2016 → Sep 20205 rounds1 led—

DateCompanyRoundRaisedValuationRoleEvidence

Sep 08, 2026CCognitionSeries E$2B$48BParticipant

Jul 01, 2026TATogether AISeries C$800M$8.3BParticipant

May 27, 2026CCognitionSeries D$1B$26BLead

Dec 01, 2025BFBlack Forest LabsSeries B$300M$3.3BParticipant

Nov 20, 2025PIPhysical IntelligenceSeries B$600M$5.6BParticipant

Nov 17, 2025SASakana AISeries B$200M$2.7BParticipant

Sep 29, 2025MModalSeries B$80M$1.1BLead

Sep 08, 2025CCognitionSeries C (or unspecified later-stage round in announcement)$400M$10.2BParticipant

Source ↗+1 ↗

Feb 20, 2025TATogether AISeries B$305M$3.3BParticipant

Nov 11, 2024111xSeries B$50M—Participant

Nov 04, 2024PIPhysical IntelligenceSeries A$400M$2.4BParticipant

Sep 16, 2024111xSeries A$24M—Participant

Sep 04, 2024SASakana AISeries A$200M$1.5BLead

Jun 25, 2024EEvolutionaryScaleSeed$142M—Lead

Jun 18, 2024FFactorySeries A$15M$120MParticipant

Mar 13, 2024TATogether AISeries A (extension / additional round)$106M$1.3BParticipant

Source ↗+1 ↗

Mar 12, 2024AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries E$250M$6BLead · Bilal Zuberi

Mar 12, 2024PIPhysical IntelligenceSeed$70M$425MParticipant

Jan 16, 2024SASakana AISeed$30M—Lead

Nov 29, 2023TATogether AISeries A$102.5M—Participant

Nov 02, 2023FFactorySeed$5M—Lead

Oct 10, 2023MModalSeries A$16M—Participant

Aug 25, 2023EEvolutionaryScaleSeed (reported)$40M$200MLead

May 15, 2023TATogether AISeed$20M—Lead

Mar 09, 2023MMythicFunding round$13M—Participant

Source ↗+1 ↗

Dec 05, 2022RRunwaySeries C$50M—Participant

May 09, 2022HFHugging FaceSeries C$100M$2BLead

Nov 11, 2021AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries D$175M$3.6BParticipant

Oct 15, 2021CClarifaiSeries C$60M—Participant

Jun 17, 2021AAndurilSeries D$450M$4.6BParticipant

Mar 11, 2021HFHugging FaceSeries B$40M—Participant

Dec 16, 2020RRunwaySeries A$8.5M—Participant · Zavain Dar

Oct 22, 2020AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries C$125M—Participant

Sep 09, 2020RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries D (equity financing)$239M—Participant

Source ↗+1 ↗

Dec 17, 2019HFHugging FaceSeries A$15M—Lead

Source ↗+1 ↗

Sep 12, 2019AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries B$40M—Participant

Jul 15, 2019RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries C$121M—Participant

Jun 12, 2019MMythicSeries B-1$30M—Participant

Mar 20, 2018MMythicSeries B$40M—Participant

Oct 03, 2017RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries B$60M—Participant

Mar 22, 2017MMythicSeries A$9M—Participant

Nov 22, 2016RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries A (additional close)$2.2M—Participant

Oct 25, 2016CClarifaiSeries B$30M—Participant

Oct 03, 2016RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries A$12.9M—Lead

Apr 28, 2015CClarifaiSeries A$10M—Participant

DateCompanyRoundRaisedValuationRoleEvidence

Sep 08, 2026CCognitionSeries E$2B$48BParticipant

May 27, 2026CCognitionSeries D$1B$26BLead

Jul 01, 2026TATogether AISeries C$800M$8.3BParticipant

Nov 20, 2025PIPhysical IntelligenceSeries B$600M$5.6BParticipant

Jun 17, 2021AAndurilSeries D$450M$4.6BParticipant

Sep 08, 2025CCognitionSeries C (or unspecified later-stage round in announcement)$400M$10.2BParticipant

Source ↗+1 ↗

Nov 04, 2024PIPhysical IntelligenceSeries A$400M$2.4BParticipant

Feb 20, 2025TATogether AISeries B$305M$3.3BParticipant

Dec 01, 2025BFBlack Forest LabsSeries B$300M$3.3BParticipant

Mar 12, 2024AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries E$250M$6BLead · Bilal Zuberi

Sep 09, 2020RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries D (equity financing)$239M—Participant

Source ↗+1 ↗

Nov 17, 2025SASakana AISeries B$200M$2.7BParticipant

Sep 04, 2024SASakana AISeries A$200M$1.5BLead

Nov 11, 2021AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries D$175M$3.6BParticipant

Jun 25, 2024EEvolutionaryScaleSeed$142M—Lead

Oct 22, 2020AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries C$125M—Participant

Jul 15, 2019RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries C$121M—Participant

Mar 13, 2024TATogether AISeries A (extension / additional round)$106M$1.3BParticipant

Source ↗+1 ↗

Nov 29, 2023TATogether AISeries A$102.5M—Participant

May 09, 2022HFHugging FaceSeries C$100M$2BLead

Sep 29, 2025MModalSeries B$80M$1.1BLead

Mar 12, 2024PIPhysical IntelligenceSeed$70M$425MParticipant

Oct 15, 2021CClarifaiSeries C$60M—Participant

Oct 03, 2017RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries B$60M—Participant

Nov 11, 2024111xSeries B$50M—Participant

Dec 05, 2022RRunwaySeries C$50M—Participant

Aug 25, 2023EEvolutionaryScaleSeed (reported)$40M$200MLead

Mar 11, 2021HFHugging FaceSeries B$40M—Participant

Sep 12, 2019AIApplied IntuitionPhysical AIApplied Intuition is a private “physical AI” infrastructure company that provides software for building, validating,…$15Bvaluation$1.5BraisedRecent roundsSeries F (fundraise and tender offer) · Jun 2025$600M · led by BlackRock-managed funds and accounts, BlackRock-managed funds/accounts +1Tender/secondary round · Jul 2024$300M · BOND, Elad Gil +3Series E · Mar 2024$250M · led by Lux CapitalApplied IntuitionSeries B$40M—Participant

Mar 20, 2018MMythicSeries B$40M—Participant

Jan 16, 2024SASakana AISeed$30M—Lead

Jun 12, 2019MMythicSeries B-1$30M—Participant

Oct 25, 2016CClarifaiSeries B$30M—Participant

Sep 16, 2024111xSeries A$24M—Participant

May 15, 2023TATogether AISeed$20M—Lead

Oct 10, 2023MModalSeries A$16M—Participant

Jun 18, 2024FFactorySeries A$15M$120MParticipant

Dec 17, 2019HFHugging FaceSeries A$15M—Lead

Source ↗+1 ↗

Mar 09, 2023MMythicFunding round$13M—Participant

Source ↗+1 ↗

Oct 03, 2016RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries A$12.9M—Lead

Apr 28, 2015CClarifaiSeries A$10M—Participant

Mar 22, 2017MMythicSeries A$9M—Participant

Dec 16, 2020RRunwaySeries A$8.5M—Participant · Zavain Dar

Nov 02, 2023FFactorySeed$5M—Lead

Nov 22, 2016RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries A (additional close)$2.2M—Participant