DCVC Opportunity Fund II GP, LLC — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, DCVC Opportunity Fund II GP, LLC maintained a portfolio of 2 distinct positions. They heavily accumulated shares in IonQ, Inc., increasing the position by 532.6%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
2
Quarter
2026 Q1
Top Holding
RXRX (87.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-2 of 2

DCVC Opportunity Fund II GP, LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RXRX
Recursion Pharm...
Healthcare 87.48% 97.42% #1
Prev: #1
7.0
no change no change
P
S
3,951,141 $12,130,003
$17.13 -81.5%
$3.07 +3.3%
2021 Q4 13F Filing 2026-03-31 2026-05-15
IONQ
IonQ, Inc.
Technology 12.52% 2.58% #2
Prev: #2
8.5
50,705 532.6%
P
S
60,226 $1,736,316 2025 Q4 13F Filing 2026-03-31 2026-05-15
Showing 1-2 of 2 holdings

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