Lux Capital lands $1.5 billion for its largest fund ever [TechCrunch]
Recursion Pharmaceuticals, Inc. - Class A (RXRX)
Company Research
Source: TechCrunch
Despite 2025 marking a 10-year low for the number of new VC funds raised in the US venture fundraising, according to PitchBook, it's not hard to see why limited partners are still piling into Lux. The firm has been investing in defense technologies for years before geopolitical shifts turned the sector into one of the most desirable investment categories. Lux was a seed-stage investor in Anduril, which was last valued at $30.5 billion , and Applied Intuition, an autonomous vehicle startup that secured contracts with the Pentagon and was valued at $15 billion this year. Lux has also made early bets on AI startups before the industry took off, post-ChatGPT. The firm's early-stage AI investments include Hugging Face, Runway AI, and MosaicML, the latter of which was acquired by Databricks for $1.3 billion in 2023. In addition to being early to the defense tech and AI trends, Lux has realized significant exits from its investment in AI drug discovery company Recursion Pharmaceutical
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- Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- JPMorgan Upgrades Recursion Pharmaceuticals, Inc. (RXRX) on FAP Treatment Prospects [Yahoo! Finance]Yahoo! Finance
- Is Recursion Pharmaceuticals (RXRX) Pricing In Its AI Drug Discovery Ambitions? [Yahoo! Finance]Yahoo! Finance
- Recursion Pharmaceuticals (RXRX) Stock Drops Despite Market Gains: Important Facts to Note [Yahoo! Finance]Yahoo! Finance
- Recursion Pharmaceuticals (RXRX) Stock Sinks As Market Gains: What You Should Know [Yahoo! Finance]Yahoo! Finance
RXRX
Earnings
- 11/5/25 - Beat
RXRX
Sec Filings
- 1/20/26 - Form 144
- 1/12/26 - Form 8-K
- 1/9/26 - Form 3
- RXRX's page on the SEC website