DCVC Opportunity Fund II GP, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), DCVC Opportunity Fund II GP, LLC reported 2 stock positions worth $16.6 million. Its top holding was Recursion Pharmaceuticals-A (RXRX) at 97.4% of the portfolio, followed by Ionq (IONQ, 2.6%). Compared with Q3 2025, it opened 1 new position. The biggest buy was a new position in Ionq (IONQ).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001668343
Portfolio Value
$16.6M (Q4 2025)
SEC Filing
0001104659-26-015687 ↗ filed Feb 17, 2026

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 Q1 2025 Q2 2025: $115.3M Q2 2025 Q3 2025: $19.3M Q3 2025 Q4 2025: $16.6M $16.6M Q4 2025 Q1 2026: $13.9M Q1 2026 Q2 2026: $17.2M Q2 2026

Holdings 2 stocks · $16.6M
RXRX Recursion Pharmaceuticals-A 97.42% 3,951,141 $16.2M No change
IONQ Ionq Inc. 2.58% 9,521 $427K New

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
IONQ Ionq Inc. New 2.58% +2.58

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