DCVC Opportunity Fund II GP, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), DCVC Opportunity Fund II GP, LLC reported 3 stock positions worth $71.4 million. Its top holding was Recursion Pharmaceuticals-A (RXRX) at 55.1% of the portfolio, followed by Rocket Lab USA (RKLB, 41.4%) and Rigetti Computing (RGTI, 3.4%). Compared with Q4 2023, it sold out of 1 and reduced 1. The biggest sale was an exit from Desktop Metal.

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001668343
Portfolio Value
$71.4M (Q1 2024)
SEC Filing
0001104659-24-061612 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $71.4M $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 Q2 2026

Holdings 3 stocks · $71.4M
RXRX Recursion Pharmaceuticals-A 55.14% 3,951,141 $39.4M No change
RKLB Rocket Lab USA Inc. 41.44% 7,203,035 $29.6M No change
RGTI Rigetti Computing Inc. 3.42% 1,599,052 $2.4M Reduce -1.9%

Portfolio Sells Q4 2023 → Q1 2024
DESKTOP METAL INC Sold out 0.00% −0.58
RGTI Rigetti Computing Inc. Reduce -1.9% 3.42% +1.44

Portfolio Buys Q4 2023 → Q1 2024
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