DCVC Opportunity Fund II GP, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), DCVC Opportunity Fund II GP, LLC reported 2 stock positions worth $17.2 million. Its top holding was Recursion Pharmaceuticals-A (RXRX) at 84.3% of the portfolio, followed by Ionq (IONQ, 15.7%). Compared with Q1 2026, it reduced 1. The biggest sale was Ionq (IONQ, shares −16%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001668343
Portfolio Value
$17.2M (Q2 2026)
SEC Filing
0001104659-26-097081 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $71.4M Q1 2024 Q2 2024: $65.9M Q2 2024 Q3 2024: $97.4M Q3 2024 Q4 2024: $113.0M Q4 2024 Q1 2025: $81.5M Q1 2025 Q2 2025: $115.3M Q2 2025 Q3 2025: $19.3M Q3 2025 Q4 2025: $16.6M Q4 2025 Q1 2026: $13.9M Q1 2026 Q2 2026: $17.2M $17.2M Q2 2026

Holdings 2 stocks · $17.2M
RXRX Recursion Pharmaceuticals-A 84.30% 3,951,141 $14.5M No change
IONQ Ionq Inc. 15.70% 50,705 $2.7M Reduce -15.8%

Portfolio Sells Q1 2026 → Q2 2026
IONQ Ionq Inc. Reduce -15.8% 15.70% +3.18

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$17.2MRXRX, IONQ
Q1 2026 2$13.9MRXRX, IONQ
Q4 2025 2$16.6MRXRX, IONQ
Q3 2025 1$19.3MRXRX
Q2 2025 2$115.3MRKLB, RXRX
Q1 2025 2$81.5MRKLB, RXRX
Q4 2024 2$113.0MRKLB, RXRX
Q3 2024 3$97.4MRKLB, RXRX, RGTI
Q2 2024 3$65.9MRKLB, RXRX, RGTI
Q1 2024 3$71.4MRXRX, RKLB, RGTI