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 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 $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCMU

MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCVC Opportunity Fund II's RXRX Position: Q1 2026 in Review

DCVC Opportunity Fund II held its Recursion Pharmaceuticals (RXRX) position steady in Q1 2026 at 3,951,141 shares worth $12.1M. The position accounts for 87.48% of the portfolio, ranked #1.

DCVC Opportunity Fund II first reported a position in RXRX in Q4 2021 and has held it in 14 quarters since. The position peaked at $67.7M in Q4 2021. 334 funds tracked by Wall St. Rank hold RXRX as of Q1 2026.

DCVC Opportunity Fund II held 3,951,141 shares of Recursion Pharmaceuticals worth $12.1M as of Q1 2026.
DCVC Opportunity Fund II left its Recursion Pharmaceuticals share count unchanged in Q1 2026.
Recursion Pharmaceuticals made up 87.48% of DCVC Opportunity Fund II's portfolio in Q1 2026, its #1 holding.
DCVC Opportunity Fund II first reported a position in Recursion Pharmaceuticals in Q4 2021 and has held it in 14 quarters since.
DCVC Opportunity Fund II's Recursion Pharmaceuticals position peaked at $67.7M in Q4 2021.
334 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q1 2026.

Based on DCVC Opportunity Fund II's 13F filing for Q1 2026, filed 15 May 2026.