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/

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

Inpher (private) enables the sharing and analysis of data on a privacy-protected basis. This data can be shared among intra-company ecosystems such as banking and finance, semiconductors, health care, or government agencies. For example, banks may want to reduce their multi-billion dollar fraud losses by sharing data amongst each other in a secure and anonymous manner. They are now turning to Inpher to implement this solution. https://inpher.io/

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Lumotive's (private) optical semiconductor solutions enable advanced sensing and perception capabilities for mobile devices, autonomous vehicles, robots, and other applications. The company’s patented Light Control Metasurface (LCM™) beam steering chips deliver an unmatched combination of high performance, reliability, and low cost — in a tiny, integrated solution. https://www.lumotive.com/

PDF Solutions Inc.: PDF Solutions to Report Fourth Quarter and Fiscal Year  2021 Financial Results on February 15, 2022 - MoneyController (ID 694156)

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/