Private Single Family Office · Zurich, Switzerland

Conviction over consensus.
Patient by design.

A private single family office operating on its own timeline, not the market's. Independent, long-horizon capital deployed with conviction across technology, sustainability, and the broader frontier of innovation.

Multi-Gen
Investment Horizon
Single
Family Office Mandate
Zurich
Swiss Law Domicile
Philosophy

Timeless Principles.
Modern Execution.

Most family offices answer to committees, quarterly cycles, or competing interests. Elantor Capital was built on a different foundation.

As a private single family office, we serve a single mandate, our own. That structural freedom lets us make decisions on a decade horizon, ignore consensus when conviction demands it, and treat capital as a tool rather than a target.

We're transparent in our thinking and disciplined in our execution. Conviction is earned through research, not borrowed from the market.

01
Conviction Over Consensus
Every position begins with first-principles research. We hold concentrated, high-conviction allocations and ignore the crowd when the evidence warrants it. Independent thinking is the only edge that compounds.
02
Patient by Design
We think in decades, not quarters. The structure of a single family office removes the redemption pressure, fundraising cycles, and short-term reporting that distort most capital. Patience is a structural advantage.
03
Independent Capital
No external LPs. No outside capital. No fundraising cycle. The portfolio answers only to its own mandate, which means decisions get made on merit, on the right timeline, with no conflicts of interest to manage.

Conviction-led capital,
across any market.

We invest where the evidence is strongest. The portfolio's centre of gravity sits in three core themes: technology, sustainability, and innovation, where our research depth is greatest. We remain open to opportunity in any market when a thesis warrants conviction.

Core Focus · Highest Conviction
01
Technology

Software and infrastructure with durable economics. We look for category-defining teams building the rails the next generation of businesses will run on.

SaaS AI & Applied ML Data Centres Cloud Infrastructure Cybersecurity Developer Tools Fintech
02
Sustainability

Real assets and platforms aligned with the structural shift in how the world produces energy, food, and materials. Long duration, real cash flows, real impact.

AgriTech Clean Energy Nuclear & SMRs Grid & Storage Water & Resources Circular Economy Climate Software
03
Innovation & Frontier

Selective exposure to the edges, sectors where today's experiments become tomorrow's infrastructure. We size positions to match conviction, not consensus.

Robotics & Automation BioTech Space & Defence Advanced Materials HealthTech Quantum Frontier Compute

Beyond the core: we evaluate opportunities across real assets, private credit, public equities, and special situations on a case-by-case basis. Where conviction is high, we deploy. Specific positions and theses are reserved for our private dispatches.

What's moving in
our portfolio this week.

Week of May 26 to 29, 2026
NVIDIANVDA
Two weeks after a blowout Q1 FY27 print (revenue $81.6B, up 85 percent YoY; data centre $75.2B, up 92 percent; dividend lifted from $0.01 to $0.25 and an extra $80B in buyback authorised), shares closed the week near $213, down roughly 6 percent over five sessions and about 10 percent off the May 14 all-time high of $236.54. The fundamentals were never in question; the tape is digesting an extended run, not a broken thesis.
Profit-Taking
Novo NordiskNVO
Fresh STEP UP data this week showed fast-responding patients on the higher-dose Wegovy 7.2mg pen losing an average 27.7 percent of body weight over 72 weeks, with 84 percent of the loss from fat and muscle largely preserved. The 7.2mg single-dose pen secured a CHMP recommendation for EU approval, with launch targeted for Q3. The US oral pill now holds about 65 percent of new GLP-1 starts. Shares remain roughly 46 percent below the 52-week high near $81 — a show-me story with improving evidence.
STEP UP Data
CoreWeaveCRWV
Closed the week near $108, down about 7 percent over five sessions. The $99.4B contracted backlog — anchored by the $21B Meta agreement signed in March — continues to dwarf the roughly $58B market cap, and the company launched unified agentic AI capabilities on May 28. The offset: a Q1 net loss of $740M, annualised interest expense above $2B, and a board member offloading roughly $106M in stock on May 29. The bull and bear case live in the same filing.
Backlog $99B
Energy CoreShell · OXY · BRK-B
The macro reversed hard. Brent ended the week near $91 to $92, down roughly 19 percent on the month — its worst since the pandemic — as the US and Iran reportedly reached a tentative 60-day ceasefire MOU, with Iran to clear mines from the Strait of Hormuz within 30 days and shipping potentially reopening. Markets stay cautious: Trump hasn't signed, and analysts warn any flow recovery is slow. Lower crude pressures near-term cash flow but eases the inflation overhang.
Brent ~$91
Index WatchSPX · DJI
The S&P 500 closed the holiday-shortened week around 7,580, locking in a ninth consecutive weekly gain — a streak achieved only ten times in history — while the Dow set fresh records near 51,000. The eight weeks into May 22 marked the second-best such stretch on record. Driving it: the AI rally and optimism on a US–Iran deal. The watch item is inflation: a hotter print could push the Fed from cuts toward hikes, a historically tough setup for equities trading above 21x forward.
9-Week Streak
AI CapexTheme
The week's connective tissue: NVIDIA guided to roughly $1 trillion in Big Tech capital expenditure in 2027, and the buildout keeps cascading — Super Micro spiked on the data centre demand, Dell rallied nearly 30 percent on earnings, and CoreWeave's backlog underscores how much compute is already contracted. Morgan Stanley flagged a possible cooling "similar to the mid-1990s." We read that as the right kind of caution: secular demand intact, valuations stretched.
$1T Capex

This week's takeaway: a nine-week melt-up met its first real test. The AI capex cycle remains the dominant force, the GLP-1 franchise rebuild is showing in the data, and a cooling energy macro takes pressure off inflation even as it trims producer cash flow. The risk worth naming is the Fed: stretched multiples plus a hawkish pivot is the one combination that matters. Volatility is not risk. The portfolio is built for the decade, not the week.

Our Approach

The family office world
operates in the shadows.
We think that's a mistake.

Full due diligence & investment memos: the research most VCs and family offices keep private, we share openly.
Live positions and the thesis behind each one: not just what we own, but why we own it.
Weekly portfolio updates: what's moving, what we're watching, and what we're thinking.
The mistakes we make, and what we learn from them. Intellectual honesty is non-negotiable.
"Sharing rigorous analysis publicly raises the quality of everyone's thinking, including our own. The VC industry has operated behind NDAs and closed doors for generations. We're choosing a different path."
Elantor Capital, Founding Statement

The infrastructure
behind the thesis.

We build the tools we need to run a modern single family office: open-source where it sharpens our thinking, private where it protects the family. Each tool exists because we ship faster than the market serves us.

01 Open Source
The Elantor Dispatch

An open-source market briefing engine that powers our weekly dispatches. Pulls real-time financial data, runs sector analysis, and structures the output we publish to the world. Built in Python. Released openly because better tooling raises the quality of everyone's thinking, including our own.

Python Open Source Market Data Briefing Engine
02 Private · Shipped
Elantor Atlas

Our portfolio command centre. Tracks positions, performance attribution, and exposure across public and private holdings. Built natively for iOS and macOS, designed for one user: the office that uses it. Never released externally and never will be.

Swift iOS · macOS Portfolio Tracking Private
03 In Development
Elantor Lense

A single-name analysis tool. Aggregates filings, analyst reports, expert commentary, and market intelligence into one view per position. Designed to compress days of due diligence into hours, without compromising on depth or first-principles rigour.

Stock Analysis AI Synthesis Due Diligence In Development

Note: Atlas and Lense are private to the family office and not licensed externally.

A Founding Voice
"I back ventures that don't just predict the future — they actively build it. Capital is a lever for impact, powering purposeful solutions."
Founder, Elantor Capital
Engage

Funding. Mentorship.
Community.

Three ways to connect with Elantor Capital, whether you're a founder seeking capital, an operator looking for honest counsel, or an investor wanting to think alongside us.

01 · For Founders
Seeking Funding

If you're building in technology, sustainability, or adjacent frontier sectors and want a patient, long-horizon partner. Send a short note. We read every introduction personally.

02 · For Operators
Mentorship & Counsel

We selectively mentor founders and emerging investors navigating capital strategy, holding-company design, or family-office build-out. No fees, just direct conversations.

03 · For Investors
Investment Group

Join our free investment community on LinkedIn, a curated space for thoughtful discussion on private markets, capital allocation, and long-horizon investing. No noise, no pitches.

Get in touch.
We read everything.

Elantor Capital is not raising external capital, but we're always open to thoughtful conversations: ideas, investment philosophy, or collaborations that fit our mandate.

General & Investment Enquiries
Ideas, philosophy, collaboration
contact@elantorcapital.ch
Reach the Founder Directly
Personal messages & partnerships
founder@elantorcapital.ch
Legal & Compliance
Terms, IP, regulatory
legal@elantorcapital.ch
Domicile Zurich, Switzerland
Legal · March 2026
Terms & Conditions
Contents
01
Not Financial Advice

All content published on this website, including but not limited to investment memos, portfolio updates, market commentary, due diligence notes, and any written or visual material, is provided for informational and educational purposes only. Nothing on this site constitutes financial advice, investment advice, trading advice, or any other form of professional financial guidance.

02
No Solicitation

Elantor Capital is a private single-family office. We are not a registered investment advisor, broker-dealer, or financial institution. We are not raising capital, soliciting investments, or offering any financial products or services. Any reference to specific securities, companies, or assets reflects our own private positions and thinking only. It is not a recommendation or solicitation to buy, sell, or hold any security.

03
Limitation of Liability

Elantor Capital, its founder, and any associated persons accept no liability whatsoever for any financial loss, damages, or adverse outcomes arising directly or indirectly from the use of, or reliance on, any information published on this website. Investing in financial markets carries significant risk, including the risk of total loss of capital. Past performance is not indicative of future results. All investment decisions are made entirely at the reader's own risk.

04
Accuracy of Information

While we endeavour to ensure that all information published is accurate and up to date at the time of writing, Elantor Capital makes no representations or warranties of any kind, express or implied, as to the completeness, accuracy, reliability, or suitability of any content on this website. Market data, prices, and company information may change rapidly and without notice. Readers should independently verify all information before making any decisions.

05
Do Your Own Research

Every investor has a unique financial situation, risk tolerance, time horizon, and set of objectives. The positions and analysis shared by Elantor Capital reflect our own circumstances and may be wholly unsuitable for others. We strongly encourage all readers to conduct their own independent research and to consult with a qualified, regulated financial advisor before making any investment decisions.

06
Intellectual Property

All content on this website, including written analysis, investment memos, the Elantor Capital name, logo, and visual identity, is the intellectual property of Elantor Capital and its founder. Content may not be reproduced, redistributed, or republished without prior written permission. You are welcome to share links to our published content, but direct reproduction or commercial use is prohibited.

07
Governing Law

These terms are governed by and construed in accordance with the laws of Switzerland. Any disputes arising in connection with these terms or the use of this website shall be subject to the exclusive jurisdiction of the courts of Zurich, Switzerland. By accessing this website, you agree to these terms in their entirety.