General Catalyst Group Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), General Catalyst Group Management, LLC reported 11 stock positions worth $1.3 billion. Its top holding was Samsara Class A (IOT) at 76.5% of the portfolio, followed by Warby Parker Class A (WRBY, 5.9%) and Gitlab Class A (GTLB, 4.1%). Compared with Q4 2023, it opened 1 new position and reduced 2. The biggest buy was a new position in Arrivent Biopharma (AVBP) and the biggest sale Samsara Class A (IOT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0000950123-24-004302 ↗ filed May 10, 2024
Holdings Value
Holdings 11 stocks · $1.3B
| IOT Samsara Inc. Class A | 76.49% | 26,297,056 | $993.8M | Reduce -13.0% |
| WRBY Warby Parker Inc. Class A | 5.93% | 5,656,571 | $77.0M | No change |
| GTLB Gitlab Inc. Class A | 4.14% | 921,405 | $53.7M | No change |
| EVLV Evolv Technologies Holdings | 3.70% | 10,796,148 | $48.0M | No change |
| CART Maplebear Inc. | 3.53% | 1,230,549 | $45.9M | No change |
| OSCR Oscar Health Inc. Class A | 2.41% | 2,107,719 | $31.3M | No change |
| AVBP Arrivent Biopharma Inc. | 2.05% | 1,494,786 | $26.7M | New |
| PETXQ Wag! Group Co. | 1.06% | 6,976,530 | $13.8M | No change |
| CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC | 0.64% | 1,200,000 | $8.3M | No change |
| VRM Vroom Inc. | 0.04% | 38,145 | $512K | Reduce -98.8% |
| CZOOF Cazoo Group Ltd. | 0.02% | 17,211 | $207K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| AVBP Arrivent Biopharma Inc. | New | 2.05% | +2.05 |
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 |