DCVC Opportunity Fund II GP, LLC
DCVC Opportunity Fund II GP, LLC reported 2 US-listed holdings worth $17.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Recursion Pharmaceuticals in (84.3%) and Ionq Inc. Com (15.7%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 0.
The 2 largest of its 2 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 +207.0% 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 did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Ionq Inc. Com IONQ-9,521 shares · -16%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Recursion Pharmaceuticals in RXRX | 4.0M | $14.5 million | 84.30% | no change |
| Ionq Inc. Com IONQ | 50.7K | $2.7 million | 15.70% | -9.5K |