DCVC Opportunity Fund II GP, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), DCVC Opportunity Fund II GP, LLC reported 2 stock positions worth $115.3 million. Its top holding was Rocket Lab (RKLB) at 82.7% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 17.3%). Compared with Q1 2025, it reduced 1. The biggest sale was Rocket Lab (RKLB, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001668343
- Portfolio Value
- $115.3M (Q2 2025)
- SEC Filing
- 0001104659-25-078025 ↗ filed Aug 14, 2025
Holdings Value
Holdings 2 stocks · $115.3M
Portfolio Sells Q1 2025 → Q2 2025
| RKLB Rocket Lab Corp. | Reduce -21.4% | 82.65% | +8.30 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $17.2M | RXRX, IONQ |
| Q1 2026 | 2 | $13.9M | RXRX, IONQ |
| Q4 2025 | 2 | $16.6M | RXRX, IONQ |
| Q3 2025 | 1 | $19.3M | RXRX |
| Q2 2025 | 2 | $115.3M | RKLB, RXRX |
| Q1 2025 | 2 | $81.5M | RKLB, RXRX |
| Q4 2024 | 2 | $113.0M | RKLB, RXRX |
| Q3 2024 | 3 | $97.4M | RKLB, RXRX, RGTI |
| Q2 2024 | 3 | $65.9M | RKLB, RXRX, RGTI |
| Q1 2024 | 3 | $71.4M | RXRX, RKLB, RGTI |