SEC 13F Intelligence

Managers / Q1 2023 · view latest →

VK Services, LLC

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

Reported Value
$676M
Q1 2023
Positions
11
Filings on Record
30
2019–present window
Filed
May 15, 2023
original filing

Summary

Vk Services, LLC reported $676M in U.S.-listed holdings across 11 positions for Q1 2023.

The portfolio is heavily concentrated: Rocket Lab USA alone accounts for 44.7% of reported value.

Compared with Q4 2022, the fund opened 2 new positions and exited 1.

Portfolio Metrics

Turnover
+14.9%
vs prior filed quarter
Top-10 Concentration
+99.6%
share of reported value
Largest Position
+44.7%
Rocket Lab USA
New / Exited
2 / 1
positions this quarter

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
Other: 83.4%Common Stock: 16.6%
  • Other · 83.4% · $563M
  • Common Stock · 16.6% · $112M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LANZATECH GLOBAL INCNEW+13.88M13.88M+$54M$54M
NANO X IMAGING LTDNEW+426.8K426.8K+$2M$2M
GTLBGITLAB INC.SOLD OUT−1.98M0−$90M$0
VICARIOUS SURGICAL INCADDED+2.37M23.32M+$8M$50M
OSCROSCAR HEALTH INCHELD+011.70M+$48M$77M
BERKSHIRE GREY INCHELD+056.57M+$44M$78M
ROCKET LAB USA INCHELD+074.75M+$20M$302M
VELO3D INCHELD+030.35M+$15M$69M

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

Holdings — Q1 2023

11 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ROCKET LAB USA INCCOMMON STOCK44.69%$302M74.75M
2BERKSHIRE GREY INCCLASS A COMMON STOCK11.55%$78M56.57M
3OSCROSCAR HEALTH INChistory →CLASS A COMMON STOCK11.33%$77M11.70M
4VELO3D INCCOMMON STOCK10.19%$69M30.35M
5LANZATECH GLOBAL INCCOMMON STOCK7.97%$54M13.88M
6VICARIOUS SURGICAL INCCLASS A COMMON STOCK7.04%$48M20.96M
7QSQUANTUMSCAPE CORPhistory →CLASS A COMMON STOCK4.31%$29M3.56M
8PARDES BIOSCIENCES INCCOMMON STOCK1.20%$8M6.15M
9AFRMAFFIRM HLDGS INChistory →CLASS A COMMON STOCK1.00%$7M600.8K
10NANO X IMAGING LTDORDINARY SHARES0.36%$2M426.8K
11PAGAYA TECHNOLOGIES LTDCLASS A ORDINARY SHARES0.36%$2M2.37M

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 5 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
  • Khosla Ventures Seed Associates C, LLC028-21418

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 ↗.