DCVC Opportunity Fund II GP, LLC — 13F Holdings & Portfolio

CIK 1668343 · latest 13F-HR filed 2026-05-15

DCVC Opportunity Fund II GP, LLC manages $13.9M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RXRX (87.48%), IONQ (12.52%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 1.

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.

Loading holdings…
AUM

$13.9M

Long-equity book

Holdings

2

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑1 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IonQ, Inc.$1.3M +306.4%
Show all 1

Top Trims

  • Recursion Pharmaceuticals, Inc.-$4.0M -24.9%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 Recursion Pharmaceuticals, Inc. RXRX 75629V104 $12.1M 87.48% 3,951,141 SH
2 IonQ, Inc. IONQ 46222L108 $1.7M 12.52% 60,226 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $13.9M 2 0001104659-26-062468
2025-12-31 2026-02-17 $16.6M 2 0001104659-26-015687
2025-09-30 2025-11-14 $19.3M 1 0001104659-25-111912