ARCH Venture Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), ARCH Venture Management, LLC reported 12 stock positions worth $1.1 billion. Its top holding was Parabilis Medicines (PBLS) at 16.0% of the portfolio, followed by Beam Therapeutics (BEAM, 14.2%) and Rapport Therapeutics (RAPP, 14.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 1 and reduced 1. The biggest buy was a new position in Parabilis Medicines (PBLS) and the biggest sale Vir Biotechnology (VIR, shares −2%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001274403
Portfolio Value
$1.1B (Q2 2026)
SEC Filing
0001012975-26-000794 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $80.3M Q1 2024 Q2 2024: $266.0M Q2 2024 Q3 2024: $260.6M Q3 2024 Q4 2024: $230.2M Q4 2024 Q1 2025: $206.2M Q1 2025 Q2 2025: $299.1M Q2 2025 Q3 2025: $492.4M Q3 2025 Q4 2025: $651.7M Q4 2025 Q1 2026: $677.1M Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

Holdings 12 stocks · $1.1B
PBLS Parabilis Medicines Inc. 15.95% 6,412,780 $175.5M New
BEAM Beam Therapeutics Inc. 14.16% 4,540,132 $155.8M No change
RAPP Rapport Therapeutics Inc. 14.12% 3,728,738 $155.4M No change
SPTX Seaport Therapeutics Inc. 12.42% 6,294,951 $136.6M New
ERAS Erasca Inc. 11.81% 7,091,557 $129.9M No change
VIR Vir Biotechnology Inc. 11.76% 12,694,163 $129.4M Reduce -1.7%
MAZE Maze Therapeutics Inc. 11.18% 4,120,053 $123.0M No change
LYEL Lyell Immunopharma Inc. 4.14% 3,247,162 $45.5M No change
GENB Generate Biomedicines Inc. 2.98% 1,944,426 $32.8M No change
TXG 10X Genomics Inc. Class A 0.76% 217,834 $8.4M No change
BOLD Boundless Bio Inc. 0.61% 2,694,095 $6.7M New
GOSS Gossamer Bio Inc. 0.12% 8,055,916 $1.3M No change

Portfolio Sells Q1 2026 → Q2 2026
VIR Vir Biotechnology Inc. Reduce -1.7% 11.76% −5.34
QTTB Q32 Bio Inc. Sold out 0.00% −0.30

Portfolio Buys Q1 2026 → Q2 2026
PBLS Parabilis Medicines Inc. New 15.95% +15.95
SPTX Seaport Therapeutics Inc. New 12.42% +12.42
BOLD Boundless Bio Inc. New 0.61% +0.61

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$1.1BPBLS, BEAM, RAPP, SPTX, ERAS
Q1 2026 10$677.1MMAZE, RAPP, VIR, ERAS, BEAM
Q4 2025 9$651.7MMAZE, BEAM, RAPP, LYEL, VIR
Q3 2025 9$492.4MRAPP, BEAM, MAZE, VIR, LYEL
Q2 2025 11$299.1MBEAM, VIR, MAZE, RAPP, VERV
Q1 2025 9$206.2MBEAM, MAZE, RAPP, ERAS, VERV
Q4 2024 9$230.2MBEAM, RAPP, ERAS, VERV, GOSS
Q3 2024 9$260.6MBEAM, RAPP, ERAS, QTTB, VERV
Q2 2024 9$266.0MBEAM, RAPP, ERAS, VERV, GOSS
Q1 2024 8$80.3MVERV, ERAS, GOSS, DNLI, QTTB