The USVC Portfolio

USVC is actively deploying capital into private technology companies through select managers and direct investments.

Updated as of July 30, 2026
51
Companies in the PortfolioCompanies
12
Sectors RepresentedSectors
60.2%
Capital DeployedCapital Deployed
Companies
Status
Sector
weight
 
Supabase
Private
Developer Tools
12.2%
 
Mercury
Private
Fintech
11.9%
 
Mercor
Private
Workforce & Talent
3.9%
 
SpaceX
IPO
Infrastructure & Compute
3.7%
 
Stealth
Private
Healthcare & Life Sciences
2.7%
 
Anduril
Private
Defense & Government
2.3%
 
Ramp
Private
Fintech
1.5%
 
Recursive
Private
Infrastructure & Compute
1.3%
...

Holdings data as of July 30, 2026. Allocations will change over time and are not indicative of future portfolio composition. Percentages show USVC’s economic exposure to each named company as a share of the fund’s net assets.

The fund’s net assets are subject to fluctuations and the shown percentages are approximations that will change over time. USVC holds portfolio companies directly, through funds, and through special purpose vehicles. USVC may hold public securities from time to time following IPOs or acquisitions.

Certain holdings and private-company brands may be omitted due to confidentiality, marketing-rights restrictions, or de minimis portfolio weighting. Cash and cash equivalents are reflected in the weightings but are not separately listed, so individual weights may not sum to 100%. This is not a recommendation to buy, sell, or hold any security.

The goal is to capture the outliers.

We believe the entire VC model depends on being in the right rooms, backing the right people, and having enough exposure that when a breakout happens, you own a meaningful piece of it.

Petaforge
Maven
Pave
Mercor
Bond Health
Paradigm Evergreen
Stealth
Descript
Vulture Labs
Quanta
Hightouch
Aniwell
Ramp
Arcticar
Anduril
Clutch
Our Approach

Our investment strategy

We aim to back the investors who find great companies early.

Emerging

Managers

Our access enables us to follow the companies we believe will be the winners as they scale.

Growth

Rounds

We intend to source secondaries through our AngelList network.

Secondaries

Our team
Ankur Nagpal

Ankur Nagpal

General Partner

USVC's Portfolio Manager. Ankur was the founding GP of Vibe Capital and the founder and CEO of Carry, a modern financial platform designed to help founders, operators, and self-employed individuals optimize taxes and build long-term wealth. Prior to starting Carry, he founded Teachable, an online education platform that grew to millions of users before its acquisition.

USVC’s capital is guided by
experienced industry experts.

Private investing is defined by judgment. Our team has built their careers identifying high-growth opportunities early. They’ve managed risk over long horizons, and navigated private markets through multiple cycles.

Naval Ravikant

Naval Ravikant

Chairman, Investment Committee

Overseeing portfolio construction and strategy. Co-founder of AngelList. Early investments in 400+ companies, including Uber, Twitter, and Notion.

Erik Syvertsen

Erik Syvertsen

Founding Trustee

CLO of AngelList since 2017. Built the legal and compliance infrastructure supporting $125B in private assets.

Jeff Fagnan

Jeff Fagnan

Strategic Advisor

Founder of Accomplice. AngelList board member with two decades in venture. Early investor in Carbon Black, Pillpack, and Whoop.

Cyan Banister

Cyan Banister

Strategic Advisor

Co-founder of Long Journey Ventures. Former Founders Fund partner. Early investor in Uber, SpaceX, and DeepMind.

Arielle Zuckerberg

Arielle Zuckerberg

Strategic Advisor

General Partner at Long Journey Ventures. Previously at Coatue and Kleiner Perkins.