8VC Opportunities GP II, LLC 13F Portfolio

CIK 1866724 Filing since Q2 2026 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

3 positions · Q2 2026

8VC Opportunities GP II, LLC reported 3 positions worth $784.03M for the quarter ended Jun 30, 2026. Its largest holding is Space Exploration Technologies Corp at 97.5% of the portfolio.

Portfolio Value
$784.03M
— QoQ · — YoY
Positions
3
first quarter on file
Top 10 Concentration
100%
of portfolio value
Largest Position
SPCX 97.5%
Space Exploration Technologies Corp
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Industrials
97.5% of value
Track Record
1
quarters on file since Q2 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

3 sectors
97.49%
Industrials
Industrials97.49%
Real Estate1.42%
Technology1.09%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

IndustrialsReal EstateTechnology
Holdings · Q2 2026

3 Positions

As ofJun 30, 2026
Value$784.03M
Top 10100%
Avg position$261.34M
# Activity
Showing all 3 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at 8VC Opportunities GP.

About 8VC Opportunities GP II, LLC’s 13F Portfolio

What are 8VC Opportunities GP II, LLC’s largest holdings?

As of its Q2 2026 13F filing, 8VC Opportunities GP II, LLC’s five largest positions were Space Exploration Technologies Corp (SPCX) at 97.5%, Sky Harbour Group Corp (SKYH) at 1.4%, Blend Labs, Inc. (BLND) at 1.1% of the reported portfolio.

How much is 8VC Opportunities GP II, LLC’s portfolio worth?

8VC Opportunities GP II, LLC reported a 13F portfolio worth $784.03M across 3 positions for Q2 2026.

Where does this data come from?

From the Form 13F-HR reports 8VC Opportunities GP II, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.