DCVC Opportunity Fund II GP, LLC
โขCIK: 1668343โขFiling: Q4 2025
**DCVC Opportunity Fund II GP, LLC** manages $17M across a concentrated portfolio of two key positions. The fund exhibits a significant overweighting in RXRX, representing $16.2M of its total assets. This structure suggests a high-conviction, deep-value thesis centered on the biotechnology sector. The remaining allocation is weighted toward IONQ, indicating targeted exposure to the quantum computing space.
Total AUM
$16.6M
QoQ Performance
-14.0%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
RXRX
RXRX97.4%
IONQ2.6%
๐ Biggest Buys
IONQ
IonQ, Inc.
NEW
2.6% of portfolio
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023