Data Collective IV GP, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Data Collective IV GP, LLC reported 3 stock positions worth $58.5 million. Its top holding was Evolv Technologies (EVLV) at 56.2% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 41.5%) and Mind Medicine Mindmed (2.3%). Compared with Q3 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Roivant Sciences (ROIV).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001664974
- Portfolio Value
- $58.5M (Q4 2025)
- SEC Filing
- 0001104659-26-015677 ↗ filed Feb 17, 2026
Holdings Value
Holdings 3 stocks · $58.5M
| EVLV Evolv Technologies Holdings | 56.17% | 4,590,000 | $32.9M | Reduce -8.2% |
| RXRX Recursion Pharmaceuticals-A | 41.53% | 5,941,120 | $24.3M | No change |
| MIND MEDICINE MINDMED INC | 2.30% | 100,350 | $1.3M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |