VK Services, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), VK Services, LLC reported 2 stock positions worth $848.7 million. Its top holding was Rocket Lab USA (RKLB) at 98.5% of the portfolio, followed by Vicarious Surgical Class A (RBOT, 1.5%). Compared with Q3 2024, it sold out of 3 and reduced 1. The biggest sale was an exit from Maplebear (CART).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001501927
Portfolio Value
$848.7M (Q4 2024)
SEC Filing
0000950123-25-002790 ↗ filed Feb 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $549.0M Q1 2024 Q2 2024: $409.7M Q2 2024 Q3 2024: $455.0M Q3 2024 Q4 2024: $848.7M $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 2 stocks · $848.7M
RKLB Rocket Lab USA Inc. 98.50% 32,823,617 $836.0M Reduce -13.2%
RBOT Vicarious Surgical Inc. Class A 1.50% 965,204 $12.7M No change

Portfolio Sells Q3 2024 → Q4 2024
CART Maplebear Inc. Sold out 0.00% −16.75
AFRM Affirm Holdings Inc. Sold out 0.00% −0.67
PACB Pacific Biosciences of Calif Sold out 0.00% −0.49
RKLB Rocket Lab USA Inc. Reduce -13.2% 98.50% +17.62

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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