DCVC Opportunity Fund II GP, LLC Portfolio Holdings

Q3 2025•1 long positions•$19.3M portfolio value

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Recursion Pharmaceuticals, Inc. RXRX	Biotechnology Healthcare	$19.3M 100.0%	—	0.905% 4.0M shares	—	—	$2.1B Mid Cap	Q4 2023 Held for 1y 11m
2 Rocket Lab USA, Inc. RKLB	Aerospace & Defense Industrials	- —	-$95.3M Sold	— - shares	2.7M → 0 −$95.3M	Sold	$15.4B Large Cap	Q4 2023 Held for 1y 11m

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Recursion Pharmaceuticals, Inc. RXRX	Biotechnology Healthcare	$19.3M 100.0%	—	0.905% 4.0M shares	—	—	$2.1B Mid Cap	Q4 2023 Held for 1y 11m
2 Rocket Lab USA, Inc. RKLB	Aerospace & Defense Industrials	- —	-$95.3M Sold	— - shares	2.7M → 0 −$95.3M	Sold	$15.4B Large Cap	Q4 2023 Held for 1y 11m

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