VK Services, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), VK Services, LLC reported 5 stock positions worth $455.0 million. Its top holding was Rocket Lab USA (RKLB) at 80.9% of the portfolio, followed by Maplebear (CART, 16.7%) and Vicarious Surgical Class A (RBOT, 1.2%). Compared with Q2 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 3. The biggest buy was a new position in Vicarious Surgical Class A (RBOT) and the biggest sale Maplebear (CART, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- Menlo Park, CA
- CIK
- 0001501927
- Portfolio Value
- $455.0M (Q3 2024)
- SEC Filing
- 0000950123-24-011810 ↗ filed Nov 14, 2024
Holdings Value
Holdings 5 stocks · $455.0M
| RKLB Rocket Lab USA Inc. | 80.88% | 37,823,617 | $368.0M | Reduce -27.3% |
| CART Maplebear Inc. | 16.75% | 1,870,529 | $76.2M | Reduce -49.8% |
| RBOT Vicarious Surgical Inc. Class A | 1.20% | 965,204 | $5.5M | New |
| AFRM Affirm Holdings Inc. | 0.67% | 75,000 | $3.1M | Add +0.0% |
| PACB Pacific Biosciences of Calif | 0.49% | 1,316,393 | $2.2M | Reduce -50.0% |
Portfolio Sells Q2 2024 → Q3 2024
| CART Maplebear Inc. | Reduce -49.8% | 16.75% | −12.51 |
| LANZATECH GLOBAL INC | Sold out | 0.00% | −6.27 |
| VICARIOUS SURGICAL INC | Sold out | 0.00% | −1.38 |
| VELO3D INC | Sold out | 0.00% | −0.70 |
| PACB Pacific Biosciences of Calif | Reduce -50.0% | 0.49% | −0.39 |
| RKLB Rocket Lab USA Inc. | Reduce -27.3% | 80.88% | +19.92 |
Portfolio Buys Q2 2024 → Q3 2024
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 |