DOSSIER · 13F-HR · Q1 2026

8VC GP I, LLC

$40M in tracked AUM across 1 positions as of Q1 2026.

8G
CIK 0001667766 · last filed Mar 31, 2026
Total AUM
$40M
as of Q1 2026
Holdings
1
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 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.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G65163100
JOBY AVIATION INC
$40M4.8M100.0%

Filing history

2026Q1Mar 31
$40M 37.4%
1 positionsView →
2025Q4Dec 31
$63M 18.6%
1 positionsView →
2025Q3Sep 30
$78M 23.6%
2 positionsView →
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