General Catalyst Group Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), General Catalyst Group Management, LLC reported 10 stock positions worth $4.3 billion. Its top holding was Circle Internet (CRCL) at 84.9% of the portfolio, followed by Samsara Class A (IOT, 11.1%) and Oscar Health Class A (OSCR, 1.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 4 and reduced 1. The biggest buy was a new position in Circle Internet (CRCL) and the biggest sale Samsara Class A (IOT, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $4.3B (Q2 2025)
- SEC Filing
- 0000905148-25-002968 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $4.3B
| CRCL Circle Internet Group Inc. | 84.87% | 20,120,769 | $3.6B | New |
| IOT Samsara Inc. Class A | 11.09% | 11,981,331 | $476.6M | Reduce -31.3% |
| OSCR Oscar Health Inc. Class A | 1.05% | 2,107,719 | $45.2M | No change |
| GTLB Gitlab Inc. Class A | 0.97% | 921,405 | $41.6M | No change |
| AVBP Arrivent Biopharma Inc. | 0.76% | 1,494,786 | $32.5M | No change |
| CART Maplebear Inc. | 0.75% | 710,711 | $32.2M | No change |
| MAZE Maze Therapeutics Inc. | 0.30% | 1,035,910 | $12.7M | No change |
| GUTS Fractyl Health Inc. | 0.18% | 4,884,193 | $7.9M | New |
| PETXQ Wag! Group Co. | 0.04% | 6,976,530 | $1.6M | No change |
| VRM Vroom Inc. | 0.01% | 7,629 | $218K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |