Data Collective IV GP, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Data Collective IV GP, LLC reported 6 stock positions worth $142.7 million. Its top holding was Oklo (OKLO) at 41.1% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 31.2%) and Evolv Technologies (EVLV, 17.3%). Compared with Q1 2024, it opened 1 new position. The biggest buy was a new position in Oklo (OKLO).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001664974
Portfolio Value
$142.7M (Q2 2024)
SEC Filing
0001104659-24-089304 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.3M Q1 2024 Q2 2024: $142.7M $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 Q2 2026

Holdings 6 stocks · $142.7M

OKLO Oklo Inc. 41.08% 6,920,804 $58.6M New
RXRX Recursion Pharmaceuticals-A 31.23% 5,941,120 $44.6M No change
EVLV Evolv Technologies Holdings 17.30% 9,681,281 $24.7M No change
RKLB Rocket Lab USA Inc. 9.85% 2,929,350 $14.1M No change
MIND MEDICINE MINDMED INC 0.51% 100,350 $724K No change
ROIV Roivant Sciences Ltd. 0.03% 3,875 $41K No change

Portfolio Sells Q1 2024 → Q2 2024

None this quarter.

Portfolio Buys Q1 2024 → Q2 2024

OKLO Oklo Inc. New 41.08% +41.08

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