← All investors

Firm & fund profile / Sourced portfolio

Sequoia Capital

Tracked participation in 35 Atlas companies, with 29 explicitly attributed leads.

Firm website ↗

35portfolio companies

85round participations

29lead positions

$83.5Bled round total

Conviction

Most recent leads

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

Jul 2026EtchedSeries C$300Mat $10.3B valuation May 2026AnthropicSeries H$65Bat $965B valuation May 2026DustSeries B$40M Mar 2026HarveyGrowth round$200Mat $11B valuation Feb 2026ElevenLabsSeries D$500Mat $11B valuation Feb 2026WaymoInvestment round (led by Dragoneer; majority investor Alphabet)$16Bat $126B valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

CClay$7.1BJan 2018 → Sep 20265 rounds1 led—

HHarveyApplicationsHarvey (harvey.ai) is a legal-focused AI platform for professional services that combines purpose-built “agentic”…$15.5Bvaluation$1.8BraisedRecent roundsFunding round · Sep 2026$550M · led by Diffusion, Lightspeed Venture PartnersStrategic investment (equity) · Jul 2026Goldman Sachs Alternatives (Growth Equity), J.P. Morgan Growth Equity PartnersGrowth round · Mar 2026$200M · led by GIC, Sequoia CapitalHarvey$15.5BApr 2023 → Sep 20268 rounds3 led—

EEtchedChipsEtched is a private AI hardware company building “frontier inference clusters” for serving frontier AI models, with…$21Bvaluation$2.9BraisedRecent roundsSeries D (per Etched progress post wording as a production-acceleration round) · Aug 2026$700M · led by Jane StreetSeries C · Jul 2026$300M · led by Sequoia CapitalMultiple unannounced financings (stealth exit / launch update) totaling $800M · Jun 2026$800M · Andrej Karpathy, Arthur Mensch +11Etched$21BJul 2026 → Aug 20262 rounds1 led—

SSSafe SuperintelligenceNeo-labsSafe Superintelligence Inc. (SSI) is a U.S.-based AI safety research lab whose stated sole focus is “building safe…$32Bvaluation$10BraisedRecent roundsStrategic compute partnership (reported investment size) · Jul 2026$5B · NVIDIA, Safe Superintelligence Inc. (SSI)Strategic partnership (additional investment; amount not disclosed in NVIDIA release) · Jul 2026Andreessen Horowitz, DST Global +3Growth / follow-on round (reported) · Apr 2025$2B · led by Greenoaks Capital Partners LLCSafe Superintelligence$5BSep 2024 → Jul 20262 roundsParticipant—

AAnthropic$965BFeb 2026 → May 20262 rounds1 led—

DDecart$4BOct 2024 → May 20264 rounds1 led—

DDust—Jun 2024 → May 20262 rounds2 led—

RRogo$2BJan 2026 → Apr 20262 rounds1 led—

FFactory$1.5BNov 2023 → Apr 20264 rounds3 led—

OOpenAIFrontierOpenAI is a frontier AI research and deployment organization structured around a nonprofit mission and a for-profit…$730Bvaluation$399.6BraisedRecent roundsFunding round (new investment + valuation) · Sep 2026$110B · Amazon, NVIDIA +1Funding round (committed capital at close) · Mar 2026$122B · Altimeter, Amazon +37Equity financing (new investment) · Feb 2026$110B · Amazon, NVIDIA +1OpenAI$852BMar 2026 → Mar 20261 roundParticipant—

EElevenLabs$11BJan 2024 → Feb 20263 rounds1 led—

WWaymoPhysical AIWaymo (Waymo LLC) is an Alphabet subsidiary developing and operating commercial, fully autonomous driving technology…$126Bvaluation$26.4BraisedRecent roundsInvestment round (led by Dragoneer; majority investor Alphabet) · Feb 2026$16B · led by Dragoneer Investment Group, DST Global +1Oversubscribed investment round · Oct 2024$5.6B · led by AlphabetInvestment round · Jun 2021$2.5B · Alphabet, Andreessen Horowitz +10Waymo$126BFeb 2026 → Feb 20261 round1 led—

SASkild AI$14BJul 2023 → Jan 20263 rounds1 led—

Ffal$4.5BDec 2025 → Dec 20251 round1 led—

ITIambic TherapeuticsScienceIambic Therapeutics develops AI-native small-molecule medicines by combining (1) physics-informed neural models for…$8.4Mvaluation$258.5MraisedRecent roundsOversubscribed financing (round size disclosed as “over $100 million”) · Nov 2025$100M · Abingworth, Alexandria Venture Investments +16Series A · Jul 2021$53M · led by Catalio Capital Management, CoatueSeries Seed · Apr 2020$2.5M · Freeflow Ventures, Nexus Venture PartnersIambic Therapeutics—Jul 2021 → Nov 20253 roundsParticipant—

FAFireworks AI$4BJul 2024 → Oct 20252 rounds1 led—

LLangChain$1.3BFeb 2024 → Oct 20252 rounds1 ledSonya Huang

OOpenEvidence$6BFeb 2025 → Oct 20253 roundsParticipant—

RAReflection AI$8BMar 2025 → Oct 20253 rounds2 led—

OOpenRouter—Jun 2025 → Jun 20251 roundParticipant—

GGlean$7.2BMay 2022 → Jun 20254 rounds1 led—

FFreed—Mar 2025 → Mar 20251 round1 led—

SSpaceXAI—May 2024 → Dec 20242 roundsParticipant—

CCresta$1.6BMar 2021 → Nov 20243 rounds1 led—

PIPhysical Intelligence$2.4BMar 2024 → Nov 20242 roundsParticipant—

SSierra$4.5BFeb 2024 → Oct 20242 roundsParticipant—

PPydantic—Feb 2023 → Oct 20243 rounds3 led—

MMagic—Aug 2024 → Sep 20242 roundsParticipant—

CCaptions$500MJun 2023 → Jul 20242 roundsParticipant—

RReplicate$350MFeb 2023 → Dec 20232 roundsParticipant—

AIAllen Institute for AIResearch orgsAllen Institute for AI (Ai2) is a Seattle-based nonprofit AI research institute founded in 2014 by the late Paul…$337MraisedRecent roundsNSF + NVIDIA public-private infrastructure award (NSF OMAI) · Aug 2025$152M · led by Allen Institute for AI (Ai2)partnership investment commitment (grant/donation-style joint investment) · Apr 2025$20M · Ai2, Google Cloudincubator fund (investment capital) · May 2023$30M · led by Madrona Venture GroupAllen Institute for AI—Jan 2020 → May 20232 roundsParticipant—

HFHugging Face$2BMay 2022 → May 20221 roundParticipant—

AAuroraPhysical AIAurora (Aurora Innovation, Inc.; Nasdaq: AUR) is a self-driving technology company focused on autonomous trucking…$2.2BraisedRecent roundsUpsized public offering + concurrent private placement (2023) · Jul 2023$820MPIPE investment and concurrent equity financing (2023 PIPE Investment; subscription agreements referenced in proxy) · Jul 2023$600M · Neben Holdings, LLC (Uber affiliate), T. Rowe Price Investment Management Inc. +1Series B preferred stock financing · Mar 2019$659.7M · Greylock 15 Principals Limited Partnership (and affiliates), Reinvent Capital Fund LP +1Aurora$11BNov 2021 → Nov 20212 roundsParticipant—

NNotionApplicationsNotion is a private workplace “toolmaking” platform that combines documents, wikis, databases, and project…$11Bvaluation$597MraisedRecent roundsPrivate tender offer (secondary purchase) · Jan 2026$270M · GIC, Index Ventures +1Private tender offer (secondary purchase) · Jul 2022Index Ventures, Sequoia CapitalPrivate tender / secondary purchase (employees’ shares) · Jul 2022Index Ventures, Sequoia CapitalNotion$10BOct 2021 → Oct 20211 round1 led—

GGraphcoreChipsGraphcore is a semiconductor and AI-systems company best known for its Intelligence Processing Unit (IPU) hardware…$2.8Bvaluation$1.1BraisedRecent roundsFollow-on (capital injection by parent) · May 2026$457M · SoftBankSeries E · Dec 2020$222M · led by Ontario Teachers’ Pensions Plan BoardSeries D2 (extension / private placement) · Feb 2020$150M · Ahren Innovation Capital, Amadeus Capital Partners +5Graphcore$1.7BNov 2017 → Dec 20182 rounds1 led—

DateCompanyRoundRaisedValuationRoleEvidence

Sep 09, 2026CClaySeries D$115M$7.1BParticipant