Quan Funds

Current Quan portfolio companies (excluding short positions):

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ActLight (private) designs dynamic photo-diode (DPD) light sensors for wearables (heart monitoring), 3D time-of-flight image sensors (next-gen smart phones), and LIDAR (autonomous driving) applications. ActLight's DPDs are disrupting the bulkier, less-efficient, power-hungry avalanche photo-diodes that exist today. https://act-light.com/

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Alteryx (AYX) provides self-service advanced data analytics. The company's software optimizes data discovery, preparation, as well as analytics; then enables rapid deployment and actionable insights. Not only does Alteryx platform scale to handle large data sets, but automates previously complex manual processes - a key growth driver. The company has a rapidly expanding user base of analysts, data scientists and engineers that are extremely satisfied with Alteryx solution. https://www.alteryx.com

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Etsy has created a unique hobbyist online marketplace that has a massive cult-following. Etsy has dramatically grown the size of its online community as well as its gross merchandise sales. The company has a profitable, capital-light business model with no warehouse costs, and simply focuses on matching the specilalized products of its sellers with the demands of its buyers. https://www.etsy.com/

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Illumina is the market leader in gene sequencing, most notably the sequencing of DNA - the gene's building-block. The company's gene sequencing platform is used for a wide range of genetic research, clinical applications, and longer-term DNA storage and computing. Illumina has a wide competitive moat that makes it difficult for new competitors to penetrate the gene sequencing market. https://www.illumina.com/

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Lumotive (private) makes beam-steering chips for automotive LiDAR systems that are fully solid-state (no moving parts), based on the company's proprietary Liquid Crystal Metasurfaces™ (LCM) technology. Lumotive’s LiDAR system has substantial performance, reliability, power, size and cost advantages over existing LiDAR systems. Lumotive is the only viable LiDAR solution for the large mobile phone market opportunity, as well as high-volume industrial and automotive needs. https://www.lumotive.com/

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PDF Solutions (PDFS) improves manufacturing yields and lowers costs for semiconductor makers. The company's Extensio platform aggregates data from across the silicon supply chain, aided by proprietary testers for deep 3D metrology. Extensio's extensive data analytics is sold in a highly-scalable Cloud subscription offering. https://www.pdf.com/Home

 

Soitec (SOI.PA) has developed a proprietary silicon-on-insulator (SOI) wafer materials platform for semiconductor applications in fast growing automotive, internet-of-things, and mobile markets. The company's SOI substrates have  achieved accelerated adoption by semiconductor companies in recent years. https://www.soitec.com/en/

 

A sample of recent Quan portfolio company exits:

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Attunity provides automated transport and processing of big-data across all data platforms. Attunity enables unparalleled data integration and real-time analytics. We initially invested in 2012, and profitably exited in 2019 in conjunction with the acquisition by Qlik. https://www.qlik.com/us/products/attunity-replicate

Insightness makes event-based visual positioning modules that process pixels like the human brain. The company's Silicon Eye vision sensors and proprietary processing algorithms are extremely efficient and robust, leading to exponentially faster image processing/lower power consumption, while providing 3D spatial awareness of where you are. Quan initially invested in 2016, and profitably exited from Insightness in 2019. http://www.insightness.com/

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Pivotal Systems (PVS.AX) makes next-generation gas flow controllers that enable advanced semiconductor front-end manufacturing. The company's patented gas flow controllers are purchased by the world's largest integrated device manufacturers and semiconductor equipment OEMs. Quan initially invested in 2013, and profitably exited Pivotal in conjunction with its IPO in 2018. https://www.pivotalsys.com/