ARCH Venture Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), ARCH Venture Management, LLC reported 10 stock positions worth $677.1 million. Its top holding was Maze Therapeutics (MAZE) at 18.2% of the portfolio, followed by Rapport Therapeutics (RAPP, 17.2%) and Vir Biotechnology (VIR, 17.1%). Compared with Q4 2025, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Generate Biomedicines (GENB) and the biggest sale 10X Genomics Class A (TXG, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001274403
- Portfolio Value
- $677.1M (Q1 2026)
- SEC Filing
- 0001012975-26-000461 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $677.1M
| MAZE Maze Therapeutics Inc. | 18.16% | 4,120,053 | $123.0M | No change |
| RAPP Rapport Therapeutics Inc. | 17.23% | 3,728,738 | $116.7M | No change |
| VIR Vir Biotechnology Inc. | 17.09% | 12,916,663 | $115.7M | No change |
| ERAS Erasca Inc. | 16.95% | 7,091,557 | $114.7M | Reduce -35.9% |
| BEAM Beam Therapeutics Inc. | 15.98% | 4,540,132 | $108.2M | No change |
| LYEL Lyell Immunopharma Inc. | 9.62% | 3,247,162 | $65.1M | Add +17.7% |
| GENB Generate Biomedicines Inc. | 3.59% | 1,944,426 | $24.3M | New |
| TXG 10X Genomics Inc. Class A | 0.68% | 217,834 | $4.6M | Reduce -70.5% |
| GOSS Gossamer Bio Inc. | 0.39% | 8,055,916 | $2.6M | No change |
| QTTB Q32 Bio Inc. | 0.30% | 320,482 | $2.1M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $1.1B | PBLS, BEAM, RAPP, SPTX, ERAS |
| Q1 2026 | 10 | $677.1M | MAZE, RAPP, VIR, ERAS, BEAM |
| Q4 2025 | 9 | $651.7M | MAZE, BEAM, RAPP, LYEL, VIR |
| Q3 2025 | 9 | $492.4M | RAPP, BEAM, MAZE, VIR, LYEL |
| Q2 2025 | 11 | $299.1M | BEAM, VIR, MAZE, RAPP, VERV |
| Q1 2025 | 9 | $206.2M | BEAM, MAZE, RAPP, ERAS, VERV |
| Q4 2024 | 9 | $230.2M | BEAM, RAPP, ERAS, VERV, GOSS |
| Q3 2024 | 9 | $260.6M | BEAM, RAPP, ERAS, QTTB, VERV |
| Q2 2024 | 9 | $266.0M | BEAM, RAPP, ERAS, VERV, GOSS |
| Q1 2024 | 8 | $80.3M | VERV, ERAS, GOSS, DNLI, QTTB |