DCVC Opportunity Fund II GP, LLC — 13F Holdings

2026 Q2  ·  2 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, DCVC Opportunity Fund II GP, LLC maintained a portfolio of 2 distinct positions.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
2
Quarter
2026 Q2
Top Holding
RXRX (84.3%)
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 Q2

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 84.30% 87.48% #1
Prev: #1
7.0
no change no change
P
S
3,951,141 $14,500,687
$17.13 -78.8%
$3.67 -1.2%
2021 Q4 13F Filing 2026-06-30 2026-08-14
IONQ
IonQ, Inc.
Technology 15.70% 12.52% #2
Prev: #2
6.0
-9,521 -15.8%
P
S
50,705 $2,700,548
$31.37 +26.0%
$53.26 -25.8%
2025 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-2 of 2 holdings

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