8VC Opportunities GP II, LLC holds a concentrated book of 3 stocks worth $784.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Space Exploration Techn Corp at 97% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as 8VC Opportunities GP II, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 3 / 3 | $2.3B |
| Clearstead Advisors, LLC | 3 / 3 | $17.9M |
| Police & Firemen's Retirement System of New Jersey | 3 / 3 | $13.8M |
| Integrated Wealth Concepts LLC | 3 / 3 | $9.8M |
| IFP Advisors, Inc | 3 / 3 | $9.0M |
| Arax Advisory Partners | 3 / 3 | $5.0M |
| ROTHSCHILD INVESTMENT LLC | 3 / 3 | $2.5M |
| Sterling Capital Management LLC | 3 / 3 | $2.2M |
Ranked by how many of 8VC Opportunities GP II, LLC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Space Exploration Techn Corp CLASS A COM STK | $764.4M | 4.47M | 97.5% | ▲New New position | |
| 2 | Sky Harbour Group Corporatio COM CL A | $11.2M | 1.13M | 1.4% | ▲New New position | |
| 3 | Blend Labs Inc CL A | $8.5M | 4.98M | 1.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1866724/holdings"
Use Arkolith to show 8VC Opportunities GP II, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 3 | $784.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.