Data Collective IV GP, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Data Collective IV GP, LLC reported 4 stock positions worth $68.0 million. Its top holding was Evolv Technologies (EVLV) at 55.5% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 42.6%) and Mind Medicine Mindmed (1.7%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Rocket Lab (RKLB).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001664974
- Portfolio Value
- $68.0M (Q3 2025)
- SEC Filing
- 0001104659-25-111909 ↗ filed Nov 14, 2025
Holdings Value
Holdings 4 stocks · $68.0M
| EVLV Evolv Technologies Holdings | 55.53% | 5,000,000 | $37.8M | Reduce -48.4% |
| RXRX Recursion Pharmaceuticals-A | 42.65% | 5,941,120 | $29.0M | No change |
| MIND MEDICINE MINDMED INC | 1.74% | 100,350 | $1.2M | No change |
| ROIV Roivant Sciences Ltd. | 0.09% | 3,875 | $59K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |