DCVC Opportunity Fund II GP
PALO ALTO, CAfiles as DCVC Opportunity Fund II GP, LLC
$17m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 3.2% of the portfolio this quarter.
Value
$17m
Stocks
2
Top 10 share
100.0%
Turnover
3.2%
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.
- IonQIONQ15.7% of the fund-16%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Recursion PharmaceuticalsRXRX | 84.3% | $15m | 3,951,141 | Held |
| IonQIONQ | 15.7% | $3m | 50,705 | -16% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 85.1% since 30 June 2025.
Where the money is
Health care84.3%
Technology15.7%
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.