Managers / Q1 2025 · view latest →
Data Collective IV GP, LLC
CIK 0001664974 · 270 UNIVERSITY AVENUE, PALO ALTO, CA, 94301 · 650-521-7814
Summary
Data Collective IV GP, LLC reported $87M in U.S.-listed holdings across 5 positions for Q1 2025.
The portfolio is heavily concentrated: RXRX alone accounts for 36.2% of reported value.
Compared with Q4 2024, the fund opened 0 new positions and exited 1.
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 · 71.6% · $62M
- Other · 28.4% · $25M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| OKLOOklo Inc. | SOLD OUT | −5.28M | 0 | −$112M | $0 |
| Rocket Lab USA, Inc. | HELD | +0 | 1.38M | −$10M | $25M |
| RXRXRecursion Pharmaceuticals, Inc. | HELD | +0 | 5.94M | −$9M | $31M |
| EVLVEvolv Technologies Holdings, Inc. | HELD | +0 | 9.68M | −$8M | $30M |
| Mind Medicine (MindMed) Inc. | HELD | +0 | 100.3K | −$111,388 | $587,048 |
| ROIVRoivant Sciences Ltd. | HELD | +0 | 3.9K | −$6,742 | $39,099 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | RXRXRecursion Pharmaceuticals, Inc.history → | CL A | 36.17% | $31M | 5.94M |
| 2 | EVLVEvolv Technologies Holdings, Inc.history → | COM CL A | 34.76% | $30M | 9.68M |
| 3 | Rocket Lab USA, Inc. | COM | 28.35% | $25M | 1.38M |
| 4 | Mind Medicine (MindMed) Inc. | COM NEW | 0.68% | $587,048 | 100.3K |
| 5 | ROIVRoivant Sciences Ltd. | SHS | 0.04% | $39,099 | 3.9K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $56M | 4 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $59M | 3 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $68M | 4 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $130M | 5 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $87M | 5 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $226M | 6 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $163M | 6 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $143M | 6 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $115M | 5 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $121M | 5 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $106M | 5 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $135M | 6 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $94M | 6 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $95M | 6 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $127M | 5 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $741M | 5 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
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 ↗.