Leo Investments Hong Kong Limited v. Tomales Bay Capital Anduril III, L.P.

CourtSupreme Court of Delaware
DecidedJuly 10, 2026
Docket415 & 428, 2025
StatusPublished

This text of Leo Investments Hong Kong Limited v. Tomales Bay Capital Anduril III, L.P. (Leo Investments Hong Kong Limited v. Tomales Bay Capital Anduril III, L.P.) is published on Counsel Stack Legal Research, covering Supreme Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Leo Investments Hong Kong Limited v. Tomales Bay Capital Anduril III, L.P., (Del. 2026).

Opinion

IN THE SUPREME COURT OF THE STATE OF DELAWARE

LEO INVESTMENTS HONG § KONG LIMITED, § CONSOLIDATED § No. 415, 2025 Plaintiff Below, § No. 428, 2025 Appellant/Cross-Appellee, § § v. § Court Below: Court of Chancery § of the State of Delaware TOMALES BAY CAPITAL § ANDURIL III, L.P., TOMALES § BAY CAPITAL ANDURIL III GP, § LLC, and IQBALJIT KAHLON, § C.A. No. 2022-0175 § Defendants Below, § Appellees/Cross-Appellants. §

Submitted: April 15, 2026 Decided: July 10, 2026

Before SEITZ, Chief Justice; TRAYNOR, LEGROW, GRIFFITHS, Justices, and WALLACE, Judge,1 constituting the Court en Banc.

Upon appeal from the Court of Chancery of the State of Delaware. AFFIRMED in part and REVERSED in part.

Charlotte K. Newell, Esquire (argued), Eamon P. Joyce, Esquire, and Tyler J. Domino, Esquire, SIDLEY AUSTIN LLP, New York, New York; A. Thompson Bayliss, Esquire, and Adam K. Schulman, Esquire, ABRAMS & BAYLISS LLP, Wilmington, Delaware, for Plaintiff-Appellant/Cross-Appellee Leo Investments Hong Kong Limited.

1 Sitting by designation under DEL. CONST. art. IV, § 12 and Supreme Court Rules 2(a) and 4(a) to complete the quorum. George W. Hicks, Jr., Esquire (argued), KIRKLAND & ELLIS LLP, Washington, DC; Aaron H. Marks, Esquire, Amal El Bakhar, Esquire, and Ava Roche, Esquire, KIRKLAND & ELLIS LLP, New York, New York; David E. Ross, Esquire, Eric D. Selden, Esquire, Thomas A. Barr, Esquire, and A. Gage Whirley, Esquire, ROSS ARONSTAM & MORITZ LLP, Wilmington, Delaware, for Defendants- Appellees/Cross-Appellants Tomales Bay Capital Anduril III, L.P., Tomales Bay Capital Anduril III, GP, LLC, and Iqbaljit Kahlon.

LEGROW, Justice: This dispute arises from a China-based company’s failed attempt to invest

indirectly in SpaceX, which was then a private company. After the company

publicly disclosed that it had been admitted to a fund that was planning to invest in

SpaceX, SpaceX balked and the company was removed from the fund. The Court

of Chancery held that the company had not proved its loyalty- and care-based

fiduciary duty claims, but found that the fund, through its principal, breached its

“duty of candor.” The court awarded nominal damages and attorneys’ fees. We

affirm the court’s holdings as to the business judgment rule’s application and the

fund’s failure to communicate honestly, but we reverse the fee-shifting award.

Leo Investments Hong Kong Limited’s (“Leo Group”) investment in Tomales

Bay Capital Anduril III, L.P. (“the Fund”) was short-lived and rocky. The Fund’s

principal admitted the publicly traded Chinese company as a limited partner,

knowing that SpaceX had a preference against China-based investors and against

public disclosure of investments in SpaceX. Before admitting Leo Group to the

Fund, the parties negotiated the terms of Leo Group’s required public disclosure of

the investment. Leo Group disclosed its investment consistent with those terms and

issued a press release. The press release attracted media coverage.

When SpaceX learned of the investment through a news article, it expressed

its strong disapproval to the Fund’s principal. The principal panicked, blamed Leo

Group for the media attention, and did not tell SpaceX that he had approved the

1 terms of the disclosure. This approach did nothing to de-escalate the situation.

SpaceX informed the principal that the Fund would not be able to purchase SpaceX

shares with Leo Group as a limited partner. To appease SpaceX quickly, the

principal asked Leo Group to withdraw voluntarily. When Leo Group refused, the

principal unilaterally removed it as a limited partner.

Leo Group sued the Fund, its General Partner, and the principal, alleging

breach of the Limited Partnership Agreement (“LPA”) and breach of fiduciary

duties. After trial, the Vice Chancellor found only that the principal had breached

his “duty of candor,” awarding the company $1 in nominal damages and nearly $16

million in attorneys’ fees.

Both parties appealed. Leo Group argues that the court erred by finding that

the business judgment rule applied and that the defendants did not violate the

Subscription Agreement’s forum-selection provision by filing other litigation in

California. The principal and related entities contend that the court erred in finding

a breach of the “duty of candor” and in awarding Leo Group its requested attorneys’

fees.

We reverse the Court of Chancery regarding the availability of fee-shifting

under these circumstances. As to the court’s other holdings challenged on appeal,

we affirm.

2 I. RELEVANT FACTUAL AND PROCEDURAL BACKGROUND A. Factual Background Before June 12, 2026, Space Exploration Technologies Corp. (“SpaceX”) was

a privately held company.2 SpaceX maintained a right of first refusal (“ROFR”) in

any shares a holder sought to sell. SpaceX was known to be selective about its

investors, and it worked with a limited number of intermediaries to assemble would-

be investors into funds that then purchased SpaceX shares. Out of concern that the

presence of certain foreign investors could hamper its competitiveness for contracts

with the United States government, SpaceX preferred not to have investors based in

certain countries, including the People’s Republic of China. But SpaceX permitted

investment from China-based investors in the past when the investment was made

through intermediate entities based in other countries or Hong Kong.3

SpaceX also preferred not to be surprised by an investor publicly disclosing

their investment in SpaceX, but the company permitted investors to disclose a

SpaceX investment when the disclosure was required by law.4 SpaceX expected its

2 This Court adopts the facts as found by the Court of Chancery in the proceedings below. Opening Br. Ex. A (Post-Trial Op.) (listed on Westlaw as Leo Invs. Hong Kong Ltd. v. Tomales Bay Cap. Anduril III, L.P., 342 A.3d 1166, 1182 (Del. Ch. 2025)). On June 12, 2026, SpaceX’s shares began trading on the Nasdaq. Brian O’Connell and Rachel McVearry, SpaceX Stock Just Launched. What Investors Should Know After the IPO, U.S. NEWS, https://money.usnews.com/investing/articles/spacex-stock-just-launched-what-investors-should- know-after-the-ipo (last visited July 10, 2026). 3 Opening Br. Ex. A (Post-Trial Op. at 5). 4 Id. (Post-Trial Op. at 5).

3 trusted intermediaries to abide by and enforce these preferences. If SpaceX

disapproved of a potential investor, the ROFR operated as a failsafe.5

Iqbaljit Kahlon formed Tomales Bay Capital, L.P. (“TBC”) to create funds to

invest in late-stage technology companies like SpaceX. By 2021, Kahlon had

become one of SpaceX’s few trusted intermediaries. In that year, Kahlon had the

opportunity to acquire SpaceX shares owned by a fund controlled by Suhail Rizvi.6

Kahlon established the Fund in a bid to acquire the Rizvi shares, which were valued

at $528 million. The Fund is managed by the General Partner, and Kahlon is the

General Partner’s managing member.

Kahlon asked Gulf Asia Venture Group (“Gulf Asia”) to help find investors

for the Fund. If approved by Kahlon, TBC admitted investors to the Fund as limited

partners through an LPA. Typically, the LPA restricted limited partners from

disclosing any information about the partnership and contained strict pre-conditions

before a limited partner could make any legally required disclosure.7

Gulf Asia identified Leo Group, a publicly traded corporation in China, as a

potential investor.8 Kahlon was aware of SpaceX’s sensitivity toward investments

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