Data Collective IV GP
PALO ALTO, CAfiles as Data Collective IV GP, LLC
$79m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 20.6% of the portfolio this quarter.
Value
$79m
Stocks
4
Top 10 share
100.0%
Turnover
20.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Evolv Technologies HoldingsEVLV | 33.9% | $27m | 4,590,000 | Held |
| Horizon Quantum HoldingsHQ | 32.3% | $25m | 915,198 | Held |
| Recursion PharmaceuticalsRXRX | 27.8% | $22m | 5,941,120 | Held |
| Definium TherapeuticsDFTX | 6.0% | $5m | 100,350 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 39.5% since 30 June 2025.
Where the money is
Technology66.2%
Health care33.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.