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8OGI

8VC Opportunities GP II Portfolio holdings

AUM $784M
This Fund
S&P 500
This Quarter Est. Return
+6.04%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$784M
AUM Growth
–
Cap. Flow
+$779M
Cap. Flow %
99.36%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPCX
SpaceX
SPCX
+$760M
2
SKYH icon
Sky Harbour Group
SKYH
+$11.1M
3
BLND icon
Blend Labs
BLND
+$7.94M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 97.49%
2 Real Estate 1.42%
3 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPCX
1
SpaceX
SPCX
$1.85T
$764M 97.49%
+4,473,655
New +$760M
SKYH icon
2
Sky Harbour Group
SKYH
$395M
$11.2M 1.42%
+1,133,318
New +$11.1M
BLND icon
3
Blend Labs
BLND
$352M
$8.51M 1.09%
+4,975,791
New +$7.94M

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TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CWP
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TWM
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LF
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CCG
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8VC Opportunities GP II's Q2 2026 Portfolio in Review

Q2 2026 is the first quarter with a 13F filing on record for 8VC Opportunities GP II, which disclosed 3 positions worth $784M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is SpaceX: 4,473,655 shares worth $764M.

By sector, the portfolio is most concentrated in Industrials at 97% of assets, followed by Real Estate and Technology.

  • 8VC Opportunities GP II's largest Q2 2026 buy was SpaceX: 4,473,655 shares worth $764M.
  • 8VC Opportunities GP II's ten largest holdings make up 100% of its $784M portfolio in Q2 2026.
  • 8VC Opportunities GP II disclosed 3 positions in Q2 2026, its first 13F filing on record.

Based on 8VC Opportunities GP II's 13F filing for Q2 2026, filed 14 Aug 2026.