Braewick Holdings

Braewick Holdings LP is a family office that invests in public companies and privetely-held startups.

We seek to buy businesses that are misunderstood or where we have an identifiable edge over other investors. Over the long run our goal is to grow capital at high risk-adjusted rates. (We define risk as the chance of permanent portfolio-wide loss.) Because we have a mix of publicly-traded securities that are marked to market daily and illiquid private companies that may be valued only once a decade, our returns will be lumpy.

Selection of long-term holdings

Private:
All privetely-held businesses and outcomes. Updated 2023-09-07 .

Early-stage

Mashgin (@pre-seed) — Series B — World's largest AI self-checkout company
Biorender (@seed) — Series A — Adobe for biotech
Terraform Industries (@seed) — ongoing — Gigascale hydrocarbon synthesis (air + water + sun → fuel)
OfOne (@seed) — ongoing — AI for drive-thru restaurants
Ouros (@pre-seed) — ongoing — Cheap, super-high-density batteries
Astro Mechanica (@seed) — ongoing — Transonic propulsion system
Trans Astronautica Corp. (@seed) — ongoing — Satellite tugs & asteroid mining
Aethero Corp. (@pre-seed) — ongoing — AI edge computing in the (literal) clouds
Ixora (@seed) — ongoing — Generated 3D nature

Late-stage secondary

Planet Labs — IPO, ongoing
Flexport — ongoing
Ginkgo Bioworks — IPO, sold shortly after
Spotify — sold @IPO
The Honest Company — sold @IPO
Airware — shutdown

Public:
Long-term holdings of over 3 years.

Current

Berkshire Hathaway Inc. (16 years)
Nvidia Corp. (7 years)
Planet Labs Inc. (5 years)
Autodesk Inc. (5 years)

Past (selection)

Apple Inc. (9 years, sold 2022)
Twilio Inc. (4 years, sold 2022)
Fairfax Financial (7 years, sold 2016)
BreitBurn Energy Partners (6 years, sold 2015)
Alphabet Inc. (4 years, sold 2023)
Liberator Medical (3 years, sold 2014)