VK Services, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), VK Services, LLC reported 2 stock positions worth $770.0 million. Its top holding was Rocket Lab (RKLB) at 99.1% of the portfolio, followed by Vicarious Surgical Class A (RBOT, 0.9%). Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001501927
Portfolio Value
$770.0M (Q2 2025)
SEC Filing
0000950123-25-008384 ↗ filed Aug 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 Q4 2024 Q1 2025: $387.6M Q1 2025 Q2 2025: $770.0M $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 · $770.0M
RKLB Rocket Lab Corp. 99.06% 21,323,617 $762.7M No change
RBOT Vicarious Surgical Inc. Class A 0.94% 965,204 $7.2M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
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