VK SERVICES LLC
Q3 2021 Form 13-F

MENLO PARK, CALIFORNIA
CIK 0001501927 · Institutional investment manager
Consolidated report · includes 1 manager since Q1 2021
$4.4B Reported Value Total
Reported value
$4.4B
Quarter over quarter
+59.8%
Holdings
11
Top-10 concentration
99.8%

Filing Structure

Reports holdings for

  • Khosla Ventures Seed Associates B LLC · File #028-20986 · Q1 2021 – Q3 2025 · declared by one filing
  • Khosla Ventures Associates IV LLC · File #028-19200 · Q1 2019 – Q3 2024 · declared by one filing
  • Khosla Ventures Associates III LLC · File #028-20988 · Q1 2021 – Q3 2023 · declared by one filing
  • Khosla Ventures Seed Associates C LLC · File #028-21418 · Q4 2021 – Q3 2023 · declared by one filing
  • Khosla Ventures Seed Associates C, LLC (not a 13F filer in our records) · Q3 2021 – Q3 2021 · declared by one filing
  • Khosla Ventures Associates III, LLC (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
  • Khosla Ventures Associates V, LLC (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
  • Khosla Ventures Seed Associates B, LLC (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
  • Khosla Ventures Associates IV, LLC (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing

Key People

Named on the latest Form 13-F filing — not necessarily an owner
John Demeter
Attorney in fact for the Managing Member

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13F Metrics

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Q3 2021 13F record

Q3 2021 13F filing summary

Q3 2021 Form 13F portfolio summary
Period of report September 30, 2021
Filed November 15, 2021
Form 13F-HR
Reported value $4.4B
Positions 11
Change in reported value +45.4%
New positions 5
Exited positions 1
Position turnover 50.0%
Top-10 concentration 99.8%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
1 $1.0M
Q1 2026 13F
Filed May 15, 2026
1 $542.8K
Q4 2025 13F
Filed Feb 17, 2026
2 $2.9M
Q3 2025 13F
Filed Nov 14, 2025
3 $404.3M
Q2 2025 13F
Filed Aug 14, 2025
2 $770.0M
Q1 2025 13F
Filed May 15, 2025
2 $387.6M
Q4 2024 13F
Filed Feb 14, 2025
2 $848.7M
Q3 2024 13F
Filed Nov 14, 2024
5 $455.0M
Q2 2024 13F
Filed Aug 13, 2024
7 $409.7M
Q1 2024 13F
Filed May 15, 2024
7 $549.0M
Q4 2023 13F
Filed Feb 14, 2024
7 $659.7M
Q3 2023 13F
Filed Nov 14, 2023
10 $750.5M
Q2 2023 13F
Filed Aug 14, 2023
10 $880.0M
Q1 2023 13F
Filed May 15, 2023
10 $675.8M
Q4 2022 13F
Filed Feb 14, 2023
9 $568.0M
Q3 2022 13F
Filed Nov 14, 2022
7 $671.3M
Q2 2022 13F
Filed Aug 15, 2022
11 $670.7M
Q1 2022 13F
Filed May 16, 2022
10 $2.0B
Q4 2021 13F
Filed Feb 14, 2022
9 $4.6B
Q3 2021 13F
Filed Nov 15, 2021
11 $4.4B

9 earlier quarters on file — choose one from the quarter menu above.

Top 11 holdings · Q3 2021

Largest Q3 2021 13F positions by reported value
# Holding Reported value % of portfolio
1 RKLBXXXX ROCKET LAB USA INC $1.9B 41.9%
2 DASH DOORDASH INC. $423.3M 9.56%
3 BGRY BERKSHIRE GREY INC $397.7M 8.98%
4 AFRM AFFIRM HLDGS INC $317.3M 7.17%
5 UPST UPSTART HOLDINGS INC $299.3M 6.76%
6 RBOT VICARIOUS SURGICAL INC $293.4M 6.63%
7 OPEN OPENDOOR TECHNOLOGIES INC $263.7M 5.96%
8 VLD VELO3D INC $260.4M 5.88%
9 OSCR OSCAR HEALTH INC $198.2M 4.48%
10 QS QUANTUMSCAPE CORPORATION $110.7M 2.5%
11 VIEW VIEW INC $8.7M 0.2%

Values as reported on the Q3 2021 Form 13F. Every position is in the holdings table below.

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