VK Services, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), VK Services, LLC reported 7 stock positions worth $549.0 million. Its top holding was Rocket Lab USA (RKLB) at 47.7% of the portfolio, followed by Maplebear (CART, 38.0%) and Lanzatech Global (7.8%). Compared with Q4 2023, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Lanzatech Global and the biggest sale Rocket Lab USA (RKLB, shares −15%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001501927
Portfolio Value
$549.0M (Q1 2024)
SEC Filing
0000950123-24-005627 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $549.0M $549.0M Q1 2024 Q2 2024: $409.7M Q2 2024 Q3 2024: $455.0M Q3 2024 Q4 2024: $848.7M Q4 2024 Q1 2025: $387.6M Q1 2025 Q2 2025: $770.0M Q2 2025 Q3 2025: $404.3M Q3 2025 Q4 2025: $2.9M Q4 2025 Q1 2026: $543K Q1 2026 Q2 2026: $1.0M Q2 2026

Holdings 7 stocks · $549.0M
RKLB Rocket Lab USA Inc. 47.73% 63,753,119 $262.0M Reduce -14.7%
CART Maplebear Inc. 38.03% 5,599,589 $208.8M No change
LANZATECH GLOBAL INC 7.82% 2,632,784 $42.9M New
VELO3D INC 2.52% 30,350,744 $13.8M No change
PACB Pacific Biosciences of Calif 1.80% 2,632,784 $9.9M No change
VICARIOUS SURGICAL INC 1.59% 28,956,122 $8.7M No change
AFRM Affirm Holdings Inc. 0.51% 74,981 $2.8M No change

Portfolio Sells Q4 2023 → Q1 2024
RKLB Rocket Lab USA Inc. Reduce -14.7% 47.73% −14.94
OSCR Oscar Health Inc. Class A Sold out 0.00% −9.50

Portfolio Buys Q4 2023 → Q1 2024
LANZATECH GLOBAL INC New 7.82% +7.82

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$1.0MVELO
Q1 2026 1$543KVELO
Q4 2025 2$2.9MRBOT, VELO
Q3 2025 3$404.3MRKLB, RBOT, VELO
Q2 2025 2$770.0MRKLB, RBOT
Q1 2025 2$387.6MRKLB, RBOT
Q4 2024 2$848.7MRKLB, RBOT
Q3 2024 5$455.0MRKLB, CART, RBOT, AFRM, PACB
Q2 2024 7$409.7MRKLB, CART, LANZATECH GLOBAL INC, VICARIOUS SURGICAL INC, PACB
Q1 2024 7$549.0MRKLB, CART, LANZATECH GLOBAL INC, VELO3D INC, PACB