General Catalyst Group Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), General Catalyst Group Management, LLC reported 11 stock positions worth $887.5 million. Its top holding was Samsara Class A (IOT) at 75.3% of the portfolio, followed by Gitlab Class A (GTLB, 4.9%) and Snowflake (SNOW, 4.4%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Maze Therapeutics (MAZE) and the biggest sale an exit from Warby Parker Class A (WRBY).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0001637946
Portfolio Value
$887.5M (Q1 2025)
SEC Filing
0000950123-25-003553 ↗ filed Apr 16, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $887.5M $887.5M Q1 2025 Q2 2025: $4.3B Q2 2025 Q3 2025: $3.0B Q3 2025 Q4 2025: $221.7M Q4 2025 Q1 2026: $183.6M Q1 2026 Q2 2026: $188.5M Q2 2026

Holdings 11 stocks · $887.5M

IOT Samsara Inc. Class A 75.33% 17,442,233 $668.6M No change
GTLB Gitlab Inc. Class A 4.88% 921,405 $43.3M No change
SNOW Snowflake Inc. 4.37% 265,081 $38.7M No change
EVLV Evolv Technologies Holdings 3.80% 10,796,148 $33.7M No change
CART Maplebear Inc. 3.19% 710,711 $28.4M No change
AVBP Arrivent Biopharma Inc. 3.11% 1,494,786 $27.6M No change
OSCR Oscar Health Inc. Class A 3.11% 2,107,719 $27.6M No change
MAZE Maze Therapeutics Inc. 1.29% 1,035,910 $11.4M New
CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC 0.78% 1,200,000 $6.9M No change
PETXQ Wag! Group Co. 0.12% 6,976,530 $1.0M No change
VRM Vroom Inc. 0.03% 7,629 $224K Reduce -80.0%

Portfolio Sells Q4 2024 → Q1 2025

WRBY Warby Parker Inc. Class A Sold out 0.00% −12.00
VRM Vroom Inc. Reduce -80.0% 0.03% +0.01

Portfolio Buys Q4 2024 → Q1 2025

MAZE Maze Therapeutics Inc. New 1.29% +1.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$188.5MAVBP, PBLS, CART, MAZE, ODTX
Q1 2026 12$183.6MIOT, AVBP, MAZE, CART, GTLB
Q4 2025 7$221.7MIOT, MAZE, GTLB, CART, AVBP
Q3 2025 8$3.0BCRCL, IOT, FIG, GTLB, AVBP
Q2 2025 10$4.3BCRCL, IOT, OSCR, GTLB, AVBP
Q1 2025 11$887.5MIOT, GTLB, SNOW, EVLV, CART
Q4 2024 11$1.1BIOT, WRBY, GTLB, EVLV, SNOW
Q3 2024 11$1.4BIOT, WRBY, GTLB, OSCR, EVLV
Q2 2024 11$1.2BIOT, WRBY, GTLB, OSCR, AVBP
Q1 2024 11$1.3BIOT, WRBY, GTLB, EVLV, CART