2026 Q1 Portfolio Activity
In 2026 Q1, Data Collective IV GP, LLC maintained a portfolio of 5 distinct positions. The most significant new addition was Horizon Quantum Holdings Ltd, now representing 14.38% of the total fund value. Conversely, Data Collective IV GP, LLC completely exited their position in Mind Medicine (MindMed) Inc..
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
EVLV (49.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Data Collective IV GP, LLC Full Holdings List — 2026 Q1
| 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 | 49.63% | 56.17% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,590,000 | $27,769,500 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RXRX
Recursion Pharm...
|
Healthcare | 32.60% | 41.53% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
5,941,120 | $18,239,238 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Horizon Quantum...
|
|
Unknown | 14.38% | — |
#3
Prev: #—
|
8.5 |
—
|
915,198 | — |
NEW
|
915,198 | $8,044,590 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
DFTX
Definium Therap...
|
Healthcare | 3.39% | — |
#4
Prev: #—
|
5.4 |
—
|
100,350 | — |
NEW
|
100,350 | $1,896,615 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MNMD
Mind Medicine (...
|
Unknown | 0.00% | 2.30% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-100,350 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings