Data Collective IV GP, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Data Collective IV GP, LLC reported 5 stock positions worth $129.9 million. Its top holding was Evolv Technologies (EVLV) at 46.5% of the portfolio, followed by Rocket Lab (RKLB, 29.8%) and Recursion Pharmaceuticals-A (RXRX, 23.1%). Compared with Q1 2025, it reduced 1. The biggest sale was Rocket Lab (RKLB, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001664974
- Portfolio Value
- $129.9M (Q2 2025)
- SEC Filing
- 0001104659-25-078013 ↗ filed Aug 14, 2025
Holdings Value
Holdings 5 stocks · $129.9M
| EVLV Evolv Technologies Holdings | 46.50% | 9,681,281 | $60.4M | No change |
| RKLB Rocket Lab Corp. | 29.82% | 1,083,053 | $38.7M | Reduce -21.4% |
| RXRX Recursion Pharmaceuticals-A | 23.14% | 5,941,120 | $30.1M | No change |
| MIND MEDICINE MINDMED INC | 0.50% | 100,350 | $651K | No change |
| ROIV Roivant Sciences Ltd. | 0.03% | 3,875 | $44K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| RKLB Rocket Lab Corp. | Reduce -21.4% | 29.82% | +1.47 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $78.6M | EVLV, HQ, RXRX, DFTX |
| Q1 2026 | 4 | $55.9M | EVLV, RXRX, HQ, DFTX |
| Q4 2025 | 3 | $58.5M | EVLV, RXRX, MIND MEDICINE MINDMED INC |
| Q3 2025 | 4 | $68.0M | EVLV, RXRX, MIND MEDICINE MINDMED INC, ROIV |
| Q2 2025 | 5 | $129.9M | EVLV, RKLB, RXRX, MIND MEDICINE MINDMED INC, ROIV |
| Q1 2025 | 5 | $86.9M | RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC, ROIV |
| Q4 2024 | 6 | $226.3M | OKLO, RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC |
| Q3 2024 | 6 | $163.5M | OKLO, EVLV, RXRX, RKLB, MIND MEDICINE MINDMED INC |
| Q2 2024 | 6 | $142.7M | OKLO, RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC |
| Q1 2024 | 5 | $115.3M | RXRX, EVLV, RKLB, MIND MEDICINE MINDMED INC, ROIV |