DCVC Opportunity Fund II GP, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), DCVC Opportunity Fund II GP, LLC reported 2 stock positions worth $81.5 million. Its top holding was Rocket Lab USA (RKLB) at 74.3% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 25.7%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001668343
Portfolio Value
$81.5M (Q1 2025)
SEC Filing
0001104659-25-048969 ↗ filed May 15, 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 Q4 2024 Q1 2025: $81.5M $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 · $81.5M
RKLB Rocket Lab USA Inc. 74.35% 3,388,249 $60.6M No change
RXRX Recursion Pharmaceuticals-A 25.65% 3,951,141 $20.9M No change

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
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