SCHEDULE 13G/A: Key Investors Update Holdings in Oklo Inc. Class A Common Stock

Several investment entities and individuals have filed an amended Schedule 13G, disclosing their beneficial ownership in Oklo Inc.'s Class A Common Stock as of December 31, 2024.

Summary

• This document is Amendment No. 1 to a Schedule 13G filing for Oklo Inc.'s Class A Common Stock, par value $0.0001, with CUSIP 02156V109.
• The filing updates beneficial ownership information as of December 31, 2024.
• The reporting persons include Data Collective IV, L.P., Data Collective IV GP, LLC, Three Kingdoms Capital Partners, L.P., Archimedes Capital Asia, LLC, Zachary Bogue, and Matthew Ocko.
• Data Collective IV, L.P. and its general partner, Data Collective IV GP, LLC, collectively beneficially own 5,277,513 shares, representing 4.3% of the class.
• Three Kingdoms Capital Partners, L.P. and its general partner, Archimedes Capital Asia, LLC, collectively beneficially own 104,702 shares, representing 0.0% of the class.
• Zachary Bogue beneficially owns an aggregate of 5,326,404 shares, which includes 48,891 shares with sole voting/dispositive power and 5,277,513 shares with shared voting/dispositive power through Data Collective IV, representing 4.4% of the class.
• Matthew Ocko beneficially owns an aggregate of 5,382,215 shares, which includes 104,702 shares with sole voting/dispositive power (through Three Kingdoms Capital Partners) and 5,277,513 shares with shared voting/dispositive power (through Data Collective IV), representing 4.4% of the class.
• The reporting persons certify that the securities were not acquired or held for the purpose of changing or influencing the control of Oklo Inc., nor in connection with any transaction having that purpose or effect, other than activities solely related to a nomination under Rule 14a-11.

Sentiment

Score: 6

Explanation: The document is neutral to slightly positive. It confirms significant, passive investment by key entities and individuals, which can be interpreted as a vote of confidence, but provides no new operational or financial information to significantly alter sentiment.

Positives

• The filing indicates continued, passive investment by established investment entities and individuals in Oklo Inc., suggesting ongoing investor confidence.
• The explicit statement that holdings are not for the purpose of changing or influencing control provides clarity on the passive nature of these investments.

Negatives

• This type of filing (Schedule 13G) does not typically contain negative financial or operational disclosures about the issuer.
• The percentage of class owned by Three Kingdoms Capital Partners, L.P. and Archimedes Capital Asia, LLC is reported as 0.0%, indicating a very minor stake.

Risks

• The document itself does not detail specific company-related risks, focusing solely on beneficial ownership disclosure.
• General market risks associated with holding Class A Common Stock apply, but are not discussed in this filing.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding significant investor holdings, which can influence market perception and liquidity.
• Company Management: Awareness of the beneficial ownership structure and the passive investment intent of these significant holders.

Key Dates

Keywords

Oklo Inc., Class A Common Stock, Schedule 13G, Beneficial Ownership, Data Collective IV, Three Kingdoms Capital Partners, Zachary Bogue, Matthew Ocko, SEC Filing, Investment Holdings