2026 Q2 Portfolio Activity
In 2026 Q2, Data Collective IV GP, LLC maintained a portfolio of 4 distinct positions.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
EVLV (33.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Data Collective IV GP, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EVLV
Evolv Technolog...
|
Industrials | 33.89% | 49.63% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,590,000 | $26,622,000 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
Horizon Quantum...
|
|
Unknown | 32.34% | 14.38% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
915,198 | $25,405,896 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
RXRX
Recursion Pharm...
|
Healthcare | 27.76% | 32.60% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
5,941,120 | $21,803,910 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
Definium Therap...
|
Healthcare | 6.01% | 3.39% |
#4
Prev: #4
|
3.9 |
—
|
no change | no change |
P
S
|
100,350 | $4,720,464 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings