VK Services, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), VK Services, LLC reported 7 stock positions worth $409.7 million. Its top holding was Rocket Lab USA (RKLB) at 61.0% of the portfolio, followed by Maplebear (CART, 29.3%) and Lanzatech Global (6.3%). Compared with Q1 2024, it added to 1 and reduced 3. The biggest buy was Lanzatech Global (shares +427%) and the biggest sale Maplebear (CART, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Menlo Park, CA
- CIK
- 0001501927
- Portfolio Value
- $409.7M (Q2 2024)
- SEC Filing
- 0000950123-24-008218 ↗ filed Aug 13, 2024
Holdings Value
Holdings 7 stocks · $409.7M
| RKLB Rocket Lab USA Inc. | 60.96% | 52,027,273 | $249.7M | Reduce -18.4% |
| CART Maplebear Inc. | 29.26% | 3,729,060 | $119.9M | Reduce -33.4% |
| LANZATECH GLOBAL INC | 6.27% | 13,875,332 | $25.7M | Add +427.0% |
| VICARIOUS SURGICAL INC | 1.38% | 965,204 | $5.7M | No change |
| PACB Pacific Biosciences of Calif | 0.88% | 2,632,784 | $3.6M | No change |
| VELO3D INC | 0.70% | 867,164 | $2.9M | Reduce -97.1% |
| AFRM Affirm Holdings Inc. | 0.55% | 74,981 | $2.3M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| CART Maplebear Inc. | Reduce -33.4% | 29.26% | −8.78 |
| VELO3D INC | Reduce -97.1% | 0.70% | −1.82 |
| RKLB Rocket Lab USA Inc. | Reduce -18.4% | 60.96% | +13.23 |
Portfolio Buys Q1 2024 → Q2 2024
| LANZATECH GLOBAL INC | Add +427.0% | 6.27% | −1.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $1.0M | VELO |
| Q1 2026 | 1 | $543K | VELO |
| Q4 2025 | 2 | $2.9M | RBOT, VELO |
| Q3 2025 | 3 | $404.3M | RKLB, RBOT, VELO |
| Q2 2025 | 2 | $770.0M | RKLB, RBOT |
| Q1 2025 | 2 | $387.6M | RKLB, RBOT |
| Q4 2024 | 2 | $848.7M | RKLB, RBOT |
| Q3 2024 | 5 | $455.0M | RKLB, CART, RBOT, AFRM, PACB |
| Q2 2024 | 7 | $409.7M | RKLB, CART, LANZATECH GLOBAL INC, VICARIOUS SURGICAL INC, PACB |
| Q1 2024 | 7 | $549.0M | RKLB, CART, LANZATECH GLOBAL INC, VELO3D INC, PACB |