Managers / Q2 2021 · view latest →
VK Services, LLC
CIK 0001501927 · 2128 SAND HILL ROAD, MENLO PARK, CA, 94025 · (650) 376-8526
Summary
Vk Services, LLC reported $3.0B in U.S.-listed holdings across 7 positions for Q2 2021.
The portfolio is heavily concentrated: OPEN alone accounts for 30.7% of reported value.
The book was largely unchanged from Q1 2021.
Portfolio Metrics
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
Portfolio Composition
- Common Stock · 76.8% · $2.3B
- Other · 23.2% · $708M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2021 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DOORDASH INC. | TRIMMED | −3.24M | 4.86M | −$869M | $695M |
| AFRMAFFIRM HLDGS INC | TRIMMED | −1.31M | 5.63M | −$295M | $397M |
| OPENOPENDOOR TECHNOLOGIES INC | HELD | +0 | 46.12M | −$270M | $935M |
| UPSTUPSTART HOLDINGS INC | HELD | +0 | 5.25M | +$246M | $572M |
| OSCROSCAR HEALTH INC | HELD | +0 | 11.70M | −$49M | $266M |
| QSQUANTUMSCAPE CORPORATION | HELD | +0 | 4.83M | −$44M | $168M |
| VIEW INC | HELD | +0 | 1.43M | +$2M | $12M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2021
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | OPENOPENDOOR TECHNOLOGIES INChistory → | COMMON STOCK | 30.69% | $935M | 46.12M |
| 2 | DOORDASH INC. | CLASS A COMMON STOCK | 22.83% | $695M | 4.86M |
| 3 | UPSTUPSTART HOLDINGS INChistory → | COMMON STOCK | 18.79% | $572M | 5.25M |
| 4 | AFRMAFFIRM HLDGS INChistory → | CLASS A COMMON STOCK | 13.04% | $397M | 5.63M |
| 5 | OSCROSCAR HEALTH INChistory → | CLASS A COMMON STOCK | 8.74% | $266M | 11.70M |
| 6 | QSQUANTUMSCAPE CORPORATIONhistory → | CLASS A COMMON STOCK | 5.51% | $168M | 4.83M |
| 7 | VIEW INC | CLASS A COMMON STOCK | 0.41% | $12M | 1.43M |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $542,836 | 1 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | Under review | 2 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $404M | 3 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $770M | 2 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $388M | 2 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $849M | 2 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $455M | 5 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $410M | 7 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $549M | 7 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $660M | 7 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $750M | 10 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $880M | 11 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $676M | 11 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $568M | 9 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $671M | 7 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $671M | 11 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.0B | 10 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $4.6B | 9 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $4.4B | 11 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $3.0B | 7 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $4.3B | 7 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.8B | 5 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $0 | 1 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $209M | 1 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $296M | 1 | Oct 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $617M | 1 | Jul 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $548M | 1 | Apr 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $268M | 1 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 4 additional managers.
- Khosla Ventures Associates III, LLC028-20988
- Khosla Ventures Associates IV, LLC028-19200
- Khosla Ventures Associates V, LLC028-20985
- Khosla Ventures Seed Associates B, LLC028-20986
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 ↗.