DCVC Opportunity Fund II GP, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
2
Quarter
2025 Q4
Top Holding
RXRX (97.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
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
RXRX
Recursion Pharm...
Healthcare 97.42% 100.00% #1
Prev: #1
10.0 no change no change
P
S
3,951,141 $16,160,167 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IonQ, Inc.
Technology 2.58% #2
Prev: #—
3.0 9,521 no change
NEW
9,521 $427,207 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-2 of 2 holdings

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