Data Collective IV GP, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Data Collective IV GP, LLC reported 6 stock positions worth $226.3 million. Its top holding was Oklo (OKLO) at 49.5% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 17.7%) and Evolv Technologies (EVLV, 16.9%). Compared with Q3 2024, it reduced 2. The biggest sale was Rocket Lab USA (RKLB, shares −53%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001664974
Portfolio Value
$226.3M (Q4 2024)
SEC Filing
0001104659-25-013451 ↗ filed Feb 14, 2025

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 $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 · $226.3M

OKLO Oklo Inc. 49.51% 5,277,513 $112.0M Reduce -23.7%
RXRX Recursion Pharmaceuticals-A 17.75% 5,941,120 $40.2M No change
EVLV Evolv Technologies Holdings 16.90% 9,681,281 $38.2M No change
RKLB Rocket Lab USA Inc. 15.51% 1,377,943 $35.1M Reduce -53.0%
MIND MEDICINE MINDMED INC 0.31% 100,350 $698K No change
ROIV Roivant Sciences Ltd. 0.02% 3,875 $46K No change

Portfolio Sells Q3 2024 → Q4 2024

RKLB Rocket Lab USA Inc. Reduce -53.0% 15.51% −1.93
OKLO Oklo Inc. Reduce -23.7% 49.51% +15.26

Portfolio Buys Q3 2024 → Q4 2024

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