CarlsonInvestments
/
PUBLICLY LISTED · PRIVATE MARKETS

Investing across the technology lifecycle.

Long-term ownership, strategic support and a growing focus on secondary transactions in private technology companies.

WARSAW · GLOBAL OUTLOOK01 / 06
01 / APPROACH

Capital, connections and conviction.

Carlson Investments SE is a publicly listed investment company combining ownership of selected businesses with strategic and corporate development support. Our areas of interest include artificial intelligence, defense, space technology and financial infrastructure.

01

Own account investments

Selective equity positions considered individually for long-term potential.

02

Business development

Commercial, organizational and transaction readiness support.

03

Private-market liquidity

Sourcing and assessing potential secondary transactions, subject to approvals and transfer restrictions.

02 / SECONDARIES

Access is earned through diligence.

We examine private-market opportunities involving existing shareholders and investment vehicles. Each transaction depends on title, issuer consent, transfer rights, valuation, structure and investor eligibility. Availability is assessed case by case.

Discuss an opportunity
01SourceIdentify potential holders and blocks
02VerifyTitle, transferability and price
03StructureVehicle, terms and eligible investors
04ExecuteOnly after approvals and documentation
03 / INVESTMENT HERITAGE

A record built across cycles.

The historical portfolio spans direct holdings, exited companies and economic participation arising from agreements with Carlson Ventures International and the related investment funds. These categories should be shown separately; an interest in fund profits is not direct ownership of every underlying company.

DIRECT / HISTORICAL

Technology companies

Selected positions and exits, with dates and ownership status verified before publication.

CONTRACTUAL PARTICIPATION

Carlson Ventures International

An economic interest under the relevant agreement, presented distinctly from direct share ownership.

US ENTITY

Carlson Fintech Partners LLC

Delaware, United States

04 / INVESTOR RELATIONS

Company disclosures, clearly organized.

Current reports, financial statements, general meeting materials and corporate documents. Open any PDF in a new tab.

1,739 PDF LINKS

Stock exchange information

ISIN
PLHOTB000011
WKN
A0RNWQ
Carlson Investments SE — markets and tickers / rynki i symbole
MarketTicker
NewConnect · WarsawCAI
Frankfurt (FRA)2HB
Stuttgart (STU)2HB
Munich (MUC)2HB
gettex2HB

The same ISIN identifies the shares in Poland and Germany.

ShareholdersGovernance & team

Documents are served from the Carlson Investments archive.

05 / COMPANY

People, ownership and governance.

LEADERSHIP

Art Jed (Artur P. Jedrzejewski)

LinkedIn ↗

Founder and CEO of Carlson Investments SE.

The company combines own-account investments with strategic, organisational and business-development support.

GOVERNANCE

A public company. Clear disclosures.

Carlson Investments SE is an issuer on NewConnect, the market operated by the Warsaw Stock Exchange. Its current and periodic reports provide official company disclosures.

Supervisory Board

Scientific Advisory Board

Team & advisers

Paweł Mowlik

Partner, Clients & Investor Relations

LinkedIn ↗

André Warnecke

Senior Adviser

Shareholding structure

Snapshot from the existing website, retrieved 28 September 2026. The source does not state an effective date; these figures require reconciliation with the latest disclosures.

ShareholderSharesCapital / votes
Carlson Ventures International Ltd5 302 76657.46%
Artur Jedrzejewski2 825 34230.62%
Bouchard et Cie SA202 8382.20%
Other shareholders897 4539.72%
Total9 228 399100.00%

The first three shareholders are parties to the agreement dated 21 February 2024, representing 90.28% in the source snapshot.

Corporate information and documents

Carlson Investments SE

KRS: 0000965148
NIP: 6342463031
Warsaw / Warszawa, Poland / Polska

Authorised Adviser on NewConnect: Blue Oak Advisory sp. z o.o. (business model dated 6 August 2026).

Corporate actions

Meeting resolutions, company documents and merger materials are grouped in the investor archive. Share issues, warrants and dividend decisions should be checked against the relevant official reports.

06 / CONTACT

Start a conversation.

Corporate enquiries, investor relations and business opportunities.

Carlson Investments SE

Warsaw, Poland / Warszawa, Polska

office@carlsonvc.com

LinkedIn ↗

Registered-office address: being reconciled with the current register before publication.