VK Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), VK Services, LLC reported 3 stock positions worth $404.3 million. Its top holding was Rocket Lab (RKLB) at 98.6% of the portfolio, followed by Vicarious Surgical Class A (RBOT, 1.3%) and VELO3D (VELO, 0.0%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in VELO3D (VELO) and the biggest sale Rocket Lab (RKLB, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- Menlo Park, CA
- CIK
- 0001501927
- Portfolio Value
- $404.3M (Q3 2025)
- SEC Filing
- 0001193125-25-283005 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $404.3M
Portfolio Sells Q2 2025 → Q3 2025
| RKLB Rocket Lab Corp. | Reduce -61.0% | 98.64% | −0.42 |
Portfolio Buys Q2 2025 → Q3 2025
| VELO VELO3D Inc. | New | 0.04% | +0.04 |
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 |