Disruptive

Venture capital firm
Dallas, Texas, USAFounded 2012$7.7B AUMdisruptive.techSee connections →

Late-stage investment firm backing private technology companies through primary, secondary, and structured investments.

At a glance

Disruptive appears in 5 funding rounds tracked by ValueAddVC since 2025, leading 3. Its most frequent sectors in these rounds are Semiconductors & Hardware and Defense & Space, and its most recent tracked deal was Groq's $350M Growth round (Aug 17, 2026).

Strategy

Stages
GrowthLate-stage
Sectors
TechnologySoftware
Geographies
Dallas, Texas, USA

Recent changes

  1. Sep 5, 2026Stages updated: Growth, Late-stage disruptive.tech
  2. Sep 5, 2026Sectors updated: Technology, Software disruptive.tech
  3. Aug 17, 2026Follow-on: Invested in Groq (Growth, $350M) TechCrunch
  4. Jul 13, 2026Invested in Helsing (Series E, $1.8B) CNBC
  5. Jun 22, 2026Follow-on: Invested in Groq (Growth, $650M) TechCrunch
Earlier changes (2)
  1. Mar 26, 2026Invested in Shield AI (Series G, $1.5B) Bloomberg
  2. Sep 17, 2025Invested in Groq (Growth, $750M) TechCrunch

Portfolio

4 total

Recent Investment Activity

5

Track record: led 3 and participated in 2 of 5 tracked venture rounds · 4 in the last 12 months · led 3 Growth

DateCompanyEventRoleAmountValuationInvestorsSource
Aug 17, 2026GroqGrowthLed$350M$3.5BTechCrunch
Jul 13, 2026HelsingSeries EParticipated$1.8B$18 billion
Thrive CapitalLeadunverifiedDragoneer Investment GroupunverifiedLightspeed Venture PartnersunverifiedDisruptiveunverifiedIconiq CapitalunverifiedGoldman Sachs AlternativesunverifiedJPMorganunverifiedCPP Investments
Pulse story
Jun 22, 2026GroqGrowthLed$650M—TechCrunch
Mar 26, 2026Shield AISeries GParticipated$1.5B$12.7BBloomberg
Sep 17, 2025GroqGrowthLed$750M$6.9BTechCrunch

Sector / Stage Activity

By sector (portfolio)
Defense
2 · 50%
Semiconductors
1 · 25%
Robotics
1 · 25%
By stage (tracked rounds)
Growth
3 · 60%
Series E
1 · 20%
Series G
1 · 20%

Co-Investors

12

Similar Firms

overlapping sector, stage or region

Disruptive FAQ

What companies has Disruptive invested in?

Disruptive's portfolio includes Shield AI, Groq, Helsing, Skild AI.

Who does Disruptive co-invest with most?

In the rounds Value Add tracks, Disruptive most often invests alongside Hanwha Asset Management (3 shared deals), Lightspeed Venture Partners (2 shared deals), Nvidia (2 shared deals), Samsung (2 shared deals), 1789 Capital (1 shared deal).

Sources & methodologyshow
Where these figures come from

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.

How we verify data · Suggest a correction