Data Collective IV GP, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Data Collective IV GP, LLC reported 4 stock positions worth $55.9 million. Its top holding was Evolv Technologies (EVLV) at 49.6% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 32.6%) and Horizon Quantum Class A (HQ, 14.4%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Horizon Quantum Class A (HQ).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001664974
Portfolio Value
$55.9M (Q1 2026)
SEC Filing
0001104659-26-062465 ↗ filed May 15, 2026

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 Q1 2025 Q2 2025: $129.9M Q2 2025 Q3 2025: $68.0M Q3 2025 Q4 2025: $58.5M Q4 2025 Q1 2026: $55.9M $55.9M Q1 2026 Q2 2026: $78.6M Q2 2026

Holdings 4 stocks · $55.9M
EVLV Evolv Technologies Holdings 49.63% 4,590,000 $27.8M No change
RXRX Recursion Pharmaceuticals-A 32.60% 5,941,120 $18.2M No change
HQ Horizon Quantum Holding Class A 14.38% 915,198 $8.0M New
DFTX Definium Therapeutics Inc. 3.39% 100,350 $1.9M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
HQ Horizon Quantum Holding Class A New 14.38% +14.38

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