DCVC Opportunity Fund II GP, LLC

Portfolio Overview

DCVC Opportunity Fund II GP, LLC reported a dramatically smaller 13F portfolio as of 2025-09-30: total equity holdings of $19.28 million across a single public holding. This represents an absolute decline of $95.97 million from the prior quarter’s $115.25 million, a drop of 83.3%. The portfolio is extremely concentrated (one holding) and materially smaller in reported long-equity exposure than in the prior quarter.

Key quantified points:

• Total portfolio value: $19.28M (...