DCVC Opportunity Fund II GP, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), DCVC Opportunity Fund II GP, LLC reported 1 stock position worth $19.3 million. Its top holding was Recursion Pharmaceuticals-A (RXRX) at 100.0% of the portfolio. Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Rocket Lab (RKLB).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001668343
- Portfolio Value
- $19.3M (Q3 2025)
- SEC Filing
- 0001104659-25-111912 ↗ filed Nov 14, 2025
Holdings Value
Holdings 1 stocks · $19.3M
| RXRX Recursion Pharmaceuticals-A | 100.00% | 3,951,141 | $19.3M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −82.65 |
Portfolio Buys Q2 2025 → Q3 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 |