General Catalyst Group Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), General Catalyst Group Management, LLC reported 8 stock positions worth $3.0 billion. Its top holding was Circle Internet (CRCL) at 82.9% of the portfolio, followed by Samsara Class A (IOT, 11.3%) and Figma Class A (FIG, 1.5%). Compared with Q2 2025, it opened 1 new position, sold out of 3 and reduced 2. The biggest buy was a new position in Figma Class A (FIG) and the biggest sale Circle Internet (CRCL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $3.0B (Q3 2025)
- SEC Filing
- 0000905148-25-004012 ↗ filed Nov 14, 2025
Holdings Value
Holdings 8 stocks · $3.0B
| CRCL Circle Internet Group Inc. | 82.89% | 19,001,041 | $2.5B | Reduce -5.6% |
| IOT Samsara Inc. Class A | 11.34% | 9,250,880 | $344.6M | Reduce -22.8% |
| FIG Figma Inc. Class A | 1.50% | 877,174 | $45.5M | New |
| GTLB Gitlab Inc. Class A | 1.37% | 921,405 | $41.5M | No change |
| AVBP Arrivent Biopharma Inc. | 0.91% | 1,494,786 | $27.6M | No change |
| MAZE Maze Therapeutics Inc. | 0.88% | 1,035,910 | $26.9M | No change |
| CART Maplebear Inc. | 0.86% | 710,711 | $26.1M | No change |
| GUTS Fractyl Health Inc. | 0.26% | 4,884,193 | $7.8M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| FIG Figma Inc. Class A | New | 1.50% | +1.50 |
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 |