Data Collective IV GP, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Data Collective IV GP, LLC reported 4 stock positions worth $78.6 million. Its top holding was Evolv Technologies (EVLV) at 33.9% of the portfolio, followed by Horizon Quantum Class A (HQ, 32.3%) and Recursion Pharmaceuticals-A (RXRX, 27.8%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001664974
Portfolio Value
$78.6M (Q2 2026)
SEC Filing
0001104659-26-097077 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.3M Q1 2024 Q2 2024: $142.7M Q2 2024 Q3 2024: $163.5M Q3 2024 Q4 2024: $226.3M Q4 2024 Q1 2025: $86.9M Q1 2025 Q2 2025: $129.9M Q2 2025 Q3 2025: $68.0M Q3 2025 Q4 2025: $58.5M Q4 2025 Q1 2026: $55.9M Q1 2026 Q2 2026: $78.6M $78.6M Q2 2026

Holdings 4 stocks · $78.6M
EVLV Evolv Technologies Holdings 33.89% 4,590,000 $26.6M No change
HQ Horizon Quantum Holding Class A 32.34% 915,198 $25.4M No change
RXRX Recursion Pharmaceuticals-A 27.76% 5,941,120 $21.8M No change
DFTX Definium Therapeutics Inc. 6.01% 100,350 $4.7M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$78.6MEVLV, HQ, RXRX, DFTX
Q1 2026 4$55.9MEVLV, RXRX, HQ, DFTX
Q4 2025 3$58.5MEVLV, RXRX, MIND MEDICINE MINDMED INC
Q3 2025 4$68.0MEVLV, RXRX, MIND MEDICINE MINDMED INC, ROIV
Q2 2025 5$129.9MEVLV, RKLB, RXRX, MIND MEDICINE MINDMED INC, ROIV
Q1 2025 5$86.9MRXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC, ROIV
Q4 2024 6$226.3MOKLO, RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC
Q3 2024 6$163.5MOKLO, EVLV, RXRX, RKLB, MIND MEDICINE MINDMED INC
Q2 2024 6$142.7MOKLO, RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC
Q1 2024 5$115.3MRXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC, ROIV