General Catalyst Group Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), General Catalyst Group Management, LLC reported 14 stock positions worth $188.5 million. Its top holding was Arrivent Biopharma (AVBP) at 27.5% of the portfolio, followed by Parabilis Medicines (PBLS, 23.2%) and Maplebear (CART, 17.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 3 and reduced 1. The biggest buy was a new position in Parabilis Medicines (PBLS) and the biggest sale an exit from Samsara Class A (IOT).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $188.5M (Q2 2026)
- SEC Filing
- 0001637946-26-000002 ↗ filed Aug 17, 2026
Holdings Value
Holdings 14 stocks · $188.5M
| AVBP Arrivent Biopharma Inc. | 27.55% | 1,494,786 | $51.9M | No change |
| PBLS Parabilis Medicines Inc. | 23.24% | 1,600,937 | $43.8M | New |
| CART Maplebear Inc. | 17.85% | 710,711 | $33.7M | No change |
| MAZE Maze Therapeutics Inc. | 16.40% | 1,035,910 | $30.9M | No change |
| ODTX Odyssey Therapeutics Inc. | 8.04% | 810,272 | $15.2M | New |
| EIKN Eikon Therapeutics Inc. | 2.11% | 305,233 | $4.0M | No change |
| GUTS Fractyl Health Inc. | 2.06% | 4,884,186 | $3.9M | Reduce 0.0% |
| LIFE Ethos Technologies Inc. Class-A | 0.71% | 74,179 | $1.3M | No change |
| CPNG Coupang Inc. | 0.50% | 54,677 | $950K | Add +49.1% |
| AMZN Amazon.com Inc. | 0.49% | 3,882 | $925K | Add +50.4% |
| META Meta Platforms Inc. Class A | 0.39% | 1,320 | $744K | Add +100.6% |
| DASH DoorDash Inc. Class A | 0.28% | 2,850 | $526K | New |
| CVNA Carvana Co. | 0.23% | 6,465 | $426K | New |
| FIG Figma Inc. Class A | 0.14% | 14,845 | $269K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| PBLS Parabilis Medicines Inc. | New | 23.24% | +23.24 |
| ODTX Odyssey Therapeutics Inc. | New | 8.04% | +8.04 |
| DASH DoorDash Inc. Class A | New | 0.28% | +0.28 |
| CVNA Carvana Co. | New | 0.23% | +0.23 |
| AMZN Amazon.com Inc. | Add +50.4% | 0.49% | +0.20 |
| META Meta Platforms Inc. Class A | Add +100.6% | 0.39% | +0.19 |
| CPNG Coupang Inc. | Add +49.1% | 0.50% | +0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $188.5M | AVBP, PBLS, CART, MAZE, ODTX |
| Q1 2026 | 12 | $183.6M | IOT, AVBP, MAZE, CART, GTLB |
| Q4 2025 | 7 | $221.7M | IOT, MAZE, GTLB, CART, AVBP |
| Q3 2025 | 8 | $3.0B | CRCL, IOT, FIG, GTLB, AVBP |
| Q2 2025 | 10 | $4.3B | CRCL, IOT, OSCR, GTLB, AVBP |
| Q1 2025 | 11 | $887.5M | IOT, GTLB, SNOW, EVLV, CART |
| Q4 2024 | 11 | $1.1B | IOT, WRBY, GTLB, EVLV, SNOW |
| Q3 2024 | 11 | $1.4B | IOT, WRBY, GTLB, OSCR, EVLV |
| Q2 2024 | 11 | $1.2B | IOT, WRBY, GTLB, OSCR, AVBP |
| Q1 2024 | 11 | $1.3B | IOT, WRBY, GTLB, EVLV, CART |