Andra Capital — Portfolio, Funds & Investments

We track Andra Capital but have little verified detail yet.

At a glance

Andra Capital appears in 2 funding rounds tracked by ValueAddVC since 2025, leading 2. Its most recent tracked deal was Positron AI's $875M Series C round (Sep 10, 2026).

Portfolio

2 total

Positron AI Lambda

Recent Investment Activity

Track record: led 2 and participated in 0 of 2 tracked venture rounds · 1 in the last 12 months · led 1 Series C, 1 Series D

Date	Company	Event	Role	Amount	Valuation	Investors	Source
Sep 10, 2026	Positron AI	Series C	Led	$875M	$5B	New Enterprise Associates (NEA)LeadAtreides ManagementLeadValor Equity PartnersLeadAndra CapitalLeadSemiAnalysis CapitalJim Clark	PR Newswire (company announcement)
Feb 2025	Lambda	Series D	Led	$480M	$2.5B	Andra CapitalLeadSGW	Clay

Sector / Stage Activity

By sector (portfolio)

AI infra

1 · 50%

Semiconductors

1 · 50%

By stage (tracked rounds)

Series C

1 · 50%

Series D

1 · 50%

Co-Investors

Alumni Ventures · 1 shared Andrej Karpathy · 1 shared ARK Invest · 1 shared Link Ventures · 1 shared Nvidia · 1 shared TWG Global · 1 shared Atreides Management · 1 shared NAVER Ventures · 1 shared New Enterprise Associates (NEA) · 1 shared Valor Equity Partners · 1 shared

Value Add Research

AI & Technology · Sep 12, 2026Positron AI Valuation: $875M Series C at $5B, Up From $1.06B

Latest Pulse

Sep 10, 2026Positron AI Raises $875M At $5B ValuationAI inference-chip startup Positron AI raised $875 million at a $5 billion valuation, more than quadrupling its value in seven months as it races to tape out its memory-heavy Asimov chip on TSMC's N3P process.→

Andra Capital FAQ

What companies has Andra Capital invested in?

Andra Capital's portfolio includes Positron AI, Lambda.

Who does Andra Capital co-invest with most?

In the rounds Value Add tracks, Andra Capital most often invests alongside Alumni Ventures (1 shared deal), Andrej Karpathy (1 shared deal), ARK Invest (1 shared deal), Link Ventures (1 shared deal), Nvidia (1 shared deal).

Sources & methodologyshow

Where these figures come from

PR Newswire (company announcement)primary source1 fact
ClayValue Add VC data1 fact

Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.

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