DFJ Growth portfolio

DFJ Growth has 18 portfolio companies on record at Recent Funding, with 8 investments in the last 12 months.

Website: dfjgrowth.com.

X: @dfjgrowth.

Type: Growth equity.

Portfolio on Recent Funding: 18.

Deals, last 12 months: 8.

Rounds led: 11 of 27.

Capital in their rounds: $4.5B.

Latest deal: LangChain · Nov 12, 2026.

About this page

It is a growth equity firm based in San Mateo, US, founded in 2006. It led 11 of the 27 rounds it joined. Its most recent investment on record is LangChain's $300M Series B+ round in November 2026, alongside Sapphire Ventures, IVP, GIC and 1 other. By category, its portfolio leans toward Robotics and hardware (6) and Developer tools and cloud (5). It has co-invested with N47, Greycroft and Third Point Ventures, most often N47 (5 rounds).

About DFJ Growth

Firm type: Growth equity.

Headquarters: San Mateo, US.

Founded: 2006.

Stages: Growth, Late Stage.

Sectors: Sector Agnostic.

Portfolio companies: 1.

Exits: 0.

Rounds led: 10.

What DFJ Growth invests in

Robotics and hardware · 6 · 33%
Developer tools and cloud · 5 · 28%
Cybersecurity · 4 · 22%
Health and bio · 3 · 17%
AI coding and devtools · 2 · 11%
AI agents · 2 · 11%
Foundation models and research · 2 · 11%
Defense and security · 2 · 11%

DFJ Growth recent investments

Company	Round	Date	Alongside
LLangChain	Series B+ · $300M	Nov 12, 2026	Sapphire Ventures, IVP, GIC +1
NNorthwood	Series B+ · $375M · lead	Nov 2, 2026	Washington Harbour Partners, Alpine Space Ventures, Andreessen Horowitz (lead) +2
PPositron	Series B+ · $875M	Sep 10, 2026	Hudson River Trading, Cisco Investments, Qatar Investment Authority +15
CCambridge Aerospace	Series B+ · $300M · lead	Aug 10, 2026	Ora Global, Never Lift Ventures, Lux Capital +6
CCellares	Series B+	Jul 16, 2026	Gates Frontier, Eclipse (lead), Willett Advisors LLC +6
XXBOW	Series B+ · $120M · lead	Mar 18, 2026	NFDG Ventures, Altimeter Capital, Alkeon Capital +3
PPositron	Series B+ · $230M	Feb 4, 2026	Jump Trading (lead), Qatar Investment Authority, Arm +5
CCellares	Series B+ · $257M	Jan 28, 2026	Koch Disruptive Technologies (lead), Bristol-Myers Squibb, Eclipse +3

How DFJ Growth invests

Stage	Deals	Capital in rounds
Series B+	26 96%	$4.45B
Series A	1 4%	$51.6M

Year	Deals	Capital in rounds
2018	2 7%	$68M
2019	2 7%	$201M
2020	2 7%	$100M
2021	7 26%	$1.33B
2022	3 11%	$183M
2023	1 4%	$20M
2025	2 7%	$144.6M
2026	8 30%	$2.46B

DFJ Growth portfolio companies

LLangChain$300MSeries B+ · Nov 2026
NNorthwood$375MSeries B+ · Nov 2026
PPositron$875MSeries B+ · Sep 2026
CCambridge Aerospace$300MSeries B+ · Aug 2026
CCellaresSeries B+ · Jul 2026
XXBOW$120MSeries B+ · Mar 2026
EEndor Labs$93MSeries B+ · Apr 2025
GGlowforge$20MSeries B+ · May 2023
IImmuta$100MSeries B+ · Jun 2022
OOsmind$40MSeries B+ · May 2022
SSysdig$350MSeries B+ · Dec 2021
RRho$75MSeries B+ · Dec 2021
YYellowbrick Data$75MSeries B+ · Nov 2021
DDutchie$350MSeries B+ · Oct 2021
SSisense$100MSeries B+ · Jan 2020
TThe Boring Company$120MSeries B+ · Jul 2019
MModularbacker
GGoodfirebacker

Company	Round with DFJ Growth	Total raised	Latest raise
LLangChain AI coding and devtools	Nov 12, 2026 Series B+ · $300M	$450M	Nov 12, 2026 Series B+
NNorthwood Robotics and hardware	Nov 2, 2026 Series B+ · $375M · lead	$505M	Nov 2, 2026 Series B+
PPositron Foundation models and research	Sep 10, 2026 Series B+ · $875M	$1.18B	Sep 10, 2026 Series B+
CCambridge Aerospace Robotics and hardware	Aug 10, 2026 Series B+ · $300M · lead	$300M	Aug 10, 2026 Series B+
CCellares Health and bio	Jul 16, 2026 Series B+	$357M	Jul 16, 2026 Series B+
XXBOW Cybersecurity	Mar 18, 2026 Series B+ · $120M · lead	$230M	May 6, 2026 Series B+
EEndor Labs AI coding and devtools	Apr 1, 2025 Series B+ · $93M · lead	$188M	Apr 1, 2025 Series B+
GGlowforge Robotics and hardware	May 1, 2023 Series B+ · $20M · lead	$95M	Jun 19, 2023 Series B+
IImmuta Fintech	Jun 8, 2022 Series B+ · $100M	$217M	Aug 5, 2025 Series B+
OOsmind Health and bio	May 10, 2022 Series B+ · $40M · lead	$57M	May 26, 2025 Series B+
SSysdig Cybersecurity	Dec 15, 2021 Series B+ · $350M	$729.5M	Dec 15, 2021 Series B+
RRho Sales and marketing	Dec 13, 2021 Series B+ · $75M · lead	$95M	Oct 23, 2025 Series B+
YYellowbrick Data Data and analytics	Nov 3, 2021 Series B+ · $75M	$248M	Nov 3, 2021 Series B+
DDutchie Commerce and retail	Oct 14, 2021 Series B+ · $350M	$603M	Oct 14, 2021 Series B+
SSisense Data and analytics	Jan 9, 2020 Series B+ · $100M	$100M	Jul 13, 2026 Series A
TThe Boring Company Robotics and hardware	Jul 31, 2019 Series B+ · $120M	$3.8B	Sep 10, 2026 Series B+
MModular AI infrastructure and compute	backer · source	$280M	Sep 28, 2025 Series B+
GGoodfire	backer	$150M	Feb 5, 2026 Series B+

Most frequent co-investors

Similar investors

Investors whose portfolios on Recent Funding center on the same category (Robotics and hardware).

How this is counted

Firm profile: Fundraising Fox Open Dataset v2026-11, CC BY 4.0. Track-record counts are theirs, not Recent Funding's.

Share is of the 27 rounds on Recent Funding that name DFJ Growth. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.

Portfolio companies are the companies on Recent Funding with a round that lists DFJ Growth, which is a subset of its real portfolio. API: /api/v1/investors/dfj-growth (get a free API key). More: the most active VC firms and new venture capital funds.