Social Capital (Chamath Palihapitiya)
Chamath Palihapitiya (founder/CEO)
Permanent-capital holding company spanning private AI/semis, biotech, energy, and software, plus residual public SPAC founder stakes. Repositioning toward an AI-era 'fulcrum assets' thesis — long silicon/semiconductors and critical-mineral/energy/compute infrastructure, short AI-disruptable SaaS.
Top holdings
not disclosed — Residual founder stake from IPOA (Social Capital Hedosophia) de-SPAC. The only first-wave SPAC to deliver a positive return (>100%); the rest cratered.
Residual founder shares from IPOB de-SPAC. Down ~65% from IPO; one of the SPAC-era losers visible via SEC filings.
Residual founder stake from IPOC de-SPAC. Down ~74% since IPO after a short-seller report and regulatory scrutiny.
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Our take
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