Data Collective IV GP, LLC — 13F Holdings & Portfolio
CIK 1664974 · latest 13F-HR filed 2026-08-14
Data Collective IV GP, LLC manages $78.6M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EVLV (33.89%), HQ (32.34%), RXRX (27.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 3, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PALO ALTO, CA 94301
$78.6M
Long-equity book
4
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑3 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Horizon Quantum Holdings Ltd$17.4M +215.8%
- Recursion Pharmaceuticals, Inc.$3.6M +19.5%
- Definium Therapeutics, Inc. (MindMed)$2.8M +148.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Evolv Technologies Holdings, Inc. | EVLV | 30049H102 | $26.6M | 33.89% | 4,590,000 | SH |
| 2 | Horizon Quantum Holdings Ltd | HQ | Y4000A102 | $25.4M | 32.34% | 915,198 | SH |
| 3 | Recursion Pharmaceuticals, Inc. | RXRX | 75629V104 | $21.8M | 27.76% | 5,941,120 | SH |
| 4 | Definium Therapeutics, Inc. (MindMed) | DFTX | 24477V105 | $4.7M | 6.01% | 100,350 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $78.6M | 4 | 0001104659-26-097077 |
| 2026-03-31 | 2026-05-15 | $55.9M | 4 | 0001104659-26-062465 |
| 2025-12-31 | 2026-02-17 | $58.5M | 3 | 0001104659-26-015677 |
| 2025-09-30 | 2025-11-14 | $68.0M | 4 | 0001104659-25-111909 |