DCVC Opportunity Fund II’s Recursion Pharmaceuticals RXRX Stock Holding History

DCVC Opportunity Fund II’s Portfolio RXRX Stock Details RXRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Hold	3,951,141	–	–	84.3%	1
2026 Q1	$12.1M	Hold	3,951,141	–	–	87.48%	1
2025 Q4	$16.2M	Hold	3,951,141	–	–	97.42%	1
2025 Q3	$19.3M	Hold	3,951,141	–	–	100%	1
2025 Q2	$20M	Hold	3,951,141	–	–	17.35%	2
2025 Q1	$20.9M	Hold	3,951,141	–	–	25.65%	2
2024 Q4	$26.7M	Hold	3,951,141	–	–	23.64%	2
2024 Q3	$26M	Hold	3,951,141	–	–	26.74%	2
2024 Q2	$29.6M	Hold	3,951,141	–	–	44.95%	2
2024 Q1	$39.4M	Hold	3,951,141	–	–	55.14%	1
2023 Q4	$39M	Buy	+3,951,141	New	+$28.2M	48.18%	2
2022 Q3	$42M	Hold	3,951,141	–	–	54.37%	1
2022 Q2	$32.2M	Hold	3,951,141	–	–	47.32%	1
2022 Q1	$28.3M	Hold	3,951,141	–	–	31.54%	2
2021 Q4	$67.7M	Buy	+3,951,141	New	+$74.3M	33.92%	2

Other funds holding RXRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

MCMU

MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DCVC Opportunity Fund II's RXRX Position: Q2 2026 in Review

DCVC Opportunity Fund II held its Recursion Pharmaceuticals (RXRX) position steady in Q2 2026 at 3,951,141 shares worth $14.5M. The position accounts for 84.3% of the portfolio, ranked #1.

DCVC Opportunity Fund II first reported a position in RXRX in Q4 2021 and has held it in 15 quarters since. The position peaked at $67.7M in Q4 2021. 343 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

DCVC Opportunity Fund II held 3,951,141 shares of Recursion Pharmaceuticals worth $14.5M as of Q2 2026.
DCVC Opportunity Fund II left its Recursion Pharmaceuticals share count unchanged in Q2 2026.
Recursion Pharmaceuticals made up 84.3% of DCVC Opportunity Fund II's portfolio in Q2 2026, its #1 holding.
DCVC Opportunity Fund II first reported a position in Recursion Pharmaceuticals in Q4 2021 and has held it in 15 quarters since.
DCVC Opportunity Fund II's Recursion Pharmaceuticals position peaked at $67.7M in Q4 2021.
343 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on DCVC Opportunity Fund II's 13F filing for Q2 2026, filed 14 Aug 2026.