StockDriftsStockDriftsTop 3 Data Collective IV Gp LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EVLV | Evolv Technologies Holdings, Inc. | 33.89% | 4.59M | $26.6M | +0.00%(+0) | $5.23(+10.90%) | 2026-06-30 | |
| RXRX | Recursion Pharmaceuticals, Inc. | 27.76% | 5.94M | $21.8M | +0.00%(+0) | $20.07(-84.26%) | 2026-06-30 | |
| DFTX | Definium Therapeutics, Inc. (MindMed) | 6.01% | 100.3K | $4.7M | +0.00%(+0) | $16.14(+164.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.84% | +108.92% | — | — | -65.32% |
| Top 20 Holdings Unweighted | +79.83% | +481.51% | — | — | +117.66% |
Data Collective IV Gp LLC reports $78.55M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are EVLV (33.9%), RXRX (27.8%) and DFTX (6.0%). The top 20 holdings account for 67.66% of reported assets. Its disclosed equity book has returned +108.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Data Collective IV Gp LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664974). View Data Collective IV Gp LLC’s 13F filings on SEC