DOSSIER · 13F-HR · Q2 2026

8VC GP I, LLC

$43M in tracked AUM across 1 positions as of Q2 2026.

8G
CIK 0001667766 · last filed Jun 30, 2026
Total AUM
$43M
as of Q2 2026
Holdings
1
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The 13F filing for 8VC GP I, LLC reveals a highly concentrated and specialized investment portfolio with a total value of $77.80 million as of September 30, 2025. The portfolio is characterized by an extreme lack of diversification, comprising only two holdings. This structure indicates a high-conviction strategy where the firm allocates the vast majority of its capital to a single primary investment, with minimal allocation to a secondary position. Over the quarter, the ...

Key Holdings

The portfolio is dominated by Joby Aviation, Inc., which accounts for 99.54% of the total value, or approximately $77.45 million. The firm holds 4.80 million shares, representing a massive, controlling-level conviction in this single electric aviation company. The secondary holding, Senti Biosciences, Inc., is negligible in comparison, valued at $357,800 (0.46% of the portfolio) with 254,000 shares. The disparity between the two positions is stark; Joby Aviation is effectively the sole driver of the portfolio's performance and risk profile. The maintenance of the Senti Biosciences position suggests a "watch list" or speculative holding that the firm has chosen not to liquidate, despite its minimal impact on the overall fund.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G65163100
JOBY AVIATION INC
$43M4.8M100.0%

Filing history

2026Q2Jun 30
$43M▲ 8.0%
1 positionsView →
2026Q1Mar 31
$40M▼ 37.4%
1 positionsView →
2025Q4Dec 31
$63M▼ 18.6%
1 positionsView →
2025Q3Sep 30
$78M▼ 23.6%
2 positionsLocked
2025Q2Jun 30
$102M▲ 73.6%
2 positionsLocked
2025Q1Mar 31
$59M▼ 25.7%
2 positionsLocked
2024Q4Dec 31
$79M▲ 8.0%
2 positionsLocked
2024Q3Sep 30
$73M▼ 9.5%
3 positionsLocked
2024Q2Jun 30
$81M▲ 2.8%
3 positionsLocked
2024Q1Mar 31
$79M▼ 19.6%
3 positionsLocked
2023Q4Dec 31
$98M—
3 positionsLocked