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 2023-03-01.

Early-stage

Mashgin (@pre-seed) — Series B
Biorender (@seed) — Series A
Trans Astronautica Corp. (@seed) — ongoing
Astro Mechanica (@seed) — ongoing
Aethero Corp. (@pre-seed) — ongoing
Ixora (@seed) — ongoing

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. (15 years)
Nvidia Corp. (7 years)
Planet Labs Inc. (5 years)
Autodesk Inc. (5 years)
Alphabet Inc. (4 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)
Liberator Medical (3 years, sold 2014)