Data Collective IV GP, LLC
Data Collective IV GP, LLC reported 4 US-listed holdings worth $78.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Evolv Technologies Hldngs in (33.9%), Horizon Quantum Holdings Ltd Class A Ord SHS (32.3%) and Recursion Pharmaceuticals in (27.8%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +222.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Evolv Technologies Hldngs in EVLV | 4.6M | $26.6 million | 33.89% | no change |
| Horizon Quantum Holdings Ltd Class A Ord SHS HQ | 915.2K | $25.4 million | 32.34% | no change |
| Recursion Pharmaceuticals in RXRX | 5.9M | $21.8 million | 27.76% | no change |
| Definium Therapeutics Inc. DFTX | 100.3K | $4.7 million | 6.01% | no change |