DCVC Opportunity Fund II GP, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), DCVC Opportunity Fund II GP, LLC reported 2 stock positions worth $113.0 million. Its top holding was Rocket Lab USA (RKLB) at 76.4% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 23.6%). Compared with Q3 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Rigetti Computing (RGTI).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001668343
Portfolio Value
$113.0M (Q4 2024)
SEC Filing
0001104659-25-013461 ↗ filed Feb 14, 2025

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 $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 2 stocks · $113.0M
RKLB Rocket Lab USA Inc. 76.36% 3,388,249 $86.3M Reduce -53.0%
RXRX Recursion Pharmaceuticals-A 23.64% 3,951,141 $26.7M No change

Portfolio Sells Q3 2024 → Q4 2024
RGTI Rigetti Computing Inc. Sold out 0.00% −1.29
RKLB Rocket Lab USA Inc. Reduce -53.0% 76.36% +4.39

Portfolio Buys Q3 2024 → Q4 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