General Catalyst Group Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), General Catalyst Group Management, LLC reported 11 stock positions worth $1.1 billion. Its top holding was Samsara Class A (IOT) at 66.8% of the portfolio, followed by Warby Parker Class A (WRBY, 12.0%) and Gitlab Class A (GTLB, 4.5%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale Samsara Class A (IOT, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0000950123-25-000524 ↗ filed Jan 23, 2025
Holdings Value
Holdings 11 stocks · $1.1B
| IOT Samsara Inc. Class A | 66.77% | 17,442,233 | $762.1M | Reduce -25.1% |
| WRBY Warby Parker Inc. Class A | 12.00% | 5,656,571 | $136.9M | No change |
| GTLB Gitlab Inc. Class A | 4.55% | 921,405 | $51.9M | No change |
| EVLV Evolv Technologies Holdings | 3.74% | 10,796,148 | $42.6M | No change |
| SNOW Snowflake Inc. | 3.59% | 265,081 | $40.9M | New |
| AVBP Arrivent Biopharma Inc. | 3.49% | 1,494,786 | $39.8M | No change |
| CART Maplebear Inc. | 2.58% | 710,711 | $29.4M | No change |
| OSCR Oscar Health Inc. Class A | 2.48% | 2,107,719 | $28.3M | No change |
| CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC | 0.64% | 1,200,000 | $7.3M | No change |
| PETXQ Wag! Group Co. | 0.15% | 6,976,530 | $1.7M | No change |
| VRM Vroom Inc. | 0.02% | 38,145 | $198K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| SNOW Snowflake Inc. | New | 3.59% | +3.59 |
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 |