StockDriftsStockDriftsTop 2 Dcvc Opportunity Fund II Gp LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RXRX | Recursion Pharmaceuticals, Inc. | 84.3% | 3.95M | $14.5M | +0.00%(+0) | $20.07(-84.26%) | 2026-06-30 | |
| IONQ | IonQ, Inc. | 15.7% | 50.7K | $2.7M | -15.81%(-9.52K) | $39.43(+17.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +63.28% | +335.32% | — | — | +170.64% |
| Top 20 Holdings Unweighted | +118.20% | +938.92% | — | — | +599.92% |
Dcvc Opportunity Fund II Gp LLC reports $17.20M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are RXRX (84.3%) and IONQ (15.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +335.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dcvc Opportunity Fund II Gp LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1668343). View Dcvc Opportunity Fund II Gp LLC’s 13F filings on SEC