8VC Opportunities GP II, LLC — 13F Holdings & Portfolio

CIK 1866724 · latest 13F-HR filed 2026-08-14

8VC Opportunities GP II, LLC manages $784.0M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (97.49%), SKYH (1.42%), BLND (1.09%).

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.

Filer Information
Address
907 SOUTH CONGRESS AVE.
AUSTIN, TX 78704
Phone
(415) 366-8393
Filing Manager
8VC Opportunities GP II, LLC
AUSTIN, TX
Signatory
Sallie S. Kim
Chief Compliance Officer & Chief Regulatory Counsel
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AUM

$784.0M

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $764.4M 97.49% 4,473,655 SH
2 SKY HARBOUR GROUP CORPORATIO SKYH 83085C107 $11.2M 1.42% 1,133,318 SH
3 BLEND LABS INC BLND 09352U108 $8.5M 1.09% 4,975,791 SH