SEC 13F Intelligence

Managers / Q4 2020 · view latest →

VK Services, LLC

CIK 0001501927 · 2128 SAND HILL ROAD, MENLO PARK, CA, 94025 · (650) 376-8526

Reported Value
$2.8B
Q4 2020
Positions
5
Filings on Record
30
2019–present window
Filed
Feb 16, 2021
original filing

Summary

Vk Services, LLC reported $2.8B in U.S.-listed holdings across 5 positions for Q4 2020.

The portfolio is heavily concentrated: Doordash alone accounts for 40.8% of reported value.

Compared with Q1 2020, the fund opened 6 new positions and exited 0.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+40.8%
Doordash

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $268MQ4 ’18Q1 ’19: $548MQ2 ’19: $617MQ3 ’19: $296MQ4 ’19: $209MQ4 ’19Q1 ’20: $0Q4 ’20: $2.8BQ1 ’21: $4.3BQ2 ’21: $3.0BQ2 ’21Q3 ’21: $4.4BQ4 ’21: $4.6BQ1 ’22: $2.0BQ2 ’22: $671MQ2 ’22Q3 ’22: $671MQ4 ’22: $568MQ1 ’23: $676MQ2 ’23: $880MQ2 ’23Q3 ’23: $750MQ4 ’23: $660MQ1 ’24: $549MQ2 ’24: $410MQ2 ’24Q3 ’24: $455MQ4 ’24: $849MQ1 ’25: $388MQ2 ’25: $770MQ2 ’25Q3 ’25: $404MQ1 ’26: $542,836filingsflow.com

Portfolio Composition

By security type
Common Stock: 59.2%Other: 40.8%
  • Common Stock · 59.2% · $1.7B
  • Other · 40.8% · $1.2B

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
DOORDASH INC.NEW+8.09M8.09M+$1.2B$1.2B
OPENOPENDOOR TECHNOLOGIES INCNEW+46.12M46.12M+$1.0B$1.0B
QSQUANTUMSCAPE CORPORATIONNEW+4.83M4.83M+$408M$408M
UPSTUPSTART HOLDINGS INCNEW+5.25M5.25M+$214M$214M
UBERUBER TECHNOLOGIES INCNEW+63.4K63.4K+$3M$3M
GHGuardant Health Inc.NEW+00+$0$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

5 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1DOORDASH INC.CLASS A COMMON STOCK40.84%$1.2B8.09M
2OPENOPENDOOR TECHNOLOGIES INChistory →COMMON STOCK37.06%$1.0B46.12M
3QSQUANTUMSCAPE CORPORATIONhistory →CLASS A COMMON STOCK14.42%$408M4.83M
4UPSTUPSTART HOLDINGS INChistory →COMMON STOCK7.56%$214M5.25M
5UBERUBER TECHNOLOGIES INCCOMMON STOCK0.11%$3M63.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$542,8361May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025Under review2Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$404M3Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$770M2Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$388M2May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$849M2Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$455M5Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$410M7Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$549M7May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$660M7Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$750M10Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$880M11Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$676M11May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$568M9Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$671M7Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$671M11Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B10May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$4.6B9Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.4B11Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.0B7Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.3B7May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.8B5Feb 16, 202113F-HRchanges · EDGAR ↗
Q1 2020$01May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$209M1Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$296M1Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$617M1Jul 18, 201913F-HRchanges · EDGAR ↗
Q1 2019$548M1Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$268M1Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 4 additional managers.

  • Khosla Ventures Associates III, LLC
  • Khosla Ventures Associates IV, LLC028-19200
  • Khosla Ventures Associates V, LLC
  • Khosla Ventures Seed Associates B, LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.