Data Collective IV GP, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Data Collective IV GP, LLC reported 5 stock positions worth $86.9 million. Its top holding was Recursion Pharmaceuticals-A (RXRX) at 36.2% of the portfolio, followed by Evolv Technologies (EVLV, 34.8%) and Rocket Lab USA (RKLB, 28.4%). Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Oklo (OKLO).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001664974
Portfolio Value
$86.9M (Q1 2025)
SEC Filing
0001104659-25-048961 ↗ filed May 15, 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 Q4 2024 Q1 2025: $86.9M $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 5 stocks · $86.9M

RXRX Recursion Pharmaceuticals-A 36.17% 5,941,120 $31.4M No change
EVLV Evolv Technologies Holdings 34.76% 9,681,281 $30.2M No change
RKLB Rocket Lab USA Inc. 28.35% 1,377,943 $24.6M No change
MIND MEDICINE MINDMED INC 0.68% 100,350 $587K No change
ROIV Roivant Sciences Ltd. 0.04% 3,875 $39K No change

Portfolio Sells Q4 2024 → Q1 2025

OKLO Oklo Inc. Sold out 0.00% −49.51

Portfolio Buys Q4 2024 → Q1 2025

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