Investor Presentaiton
Portfolio Composition By Geography
As of June 30, 2019
AMERICAS
45%
Health Tech
Real Estate
Collective
Health
RELAY VIR
THERAPEUTICS
GUARDANT
10X ROIVANT
GENOMICS
SCIENCES
COMPASS
Transportation & Logistics
DOORDASH nauto
view
Clutter
K
REEF
flexport. fair
KATERRA
Getaround Rappi Uber
Opendoor
wework
ПОГО Cruise
►Loggi
Fintech
Kabbage
Consumer
plenty
Frontier Tech
light brain
-corp
PETUUM FUNGIBLE
N
zymergen
CloudMinds
Enterprise
COHESITY
CAMBRIDGE
MOBILE TELEMATICS
OSIsoft
Fanatics
Wag!
BRANDLESS
Globality
AUTOMATION
ANYWHERE
#slack
Gympass
mapbox
12
Information herein is presented on an aggregated basis across the Vision Fund and Delta Fund and does not include Flipkart and Nvidia which were exited in August 2018 and January 2019. As of June 30, 2019,
the Delta Fund did not hold any investments. Geographic concentration is calculated as a percentage of total portfolio Fair Value as of June 30, 2019. Portfolio composition is provided solely for illustrative
purposes, and there can be no assurance that future investments will be similar to those set forth herein. Sector characterization has been determined by SBIA, and although SBIA believes that such determinations
are reasonable, they are inherently subjective in nature.
SoftBank Vision FundView entire presentation