General Catalyst Group Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), General Catalyst Group Management, LLC reported 7 stock positions worth $221.7 million. Its top holding was Samsara Class A (IOT) at 32.0% of the portfolio, followed by Maze Therapeutics (MAZE, 19.4%) and Gitlab Class A (GTLB, 15.6%). Compared with Q3 2025, it sold out of 1 and reduced 2. The biggest sale was an exit from Circle Internet (CRCL).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $221.7M (Q4 2025)
- SEC Filing
- 0000905148-26-000847 ↗ filed Feb 17, 2026
Holdings Value
Holdings 7 stocks · $221.7M
| IOT Samsara Inc. Class A | 31.97% | 2,000,000 | $70.9M | Reduce -78.4% |
| MAZE Maze Therapeutics Inc. | 19.35% | 1,035,910 | $42.9M | No change |
| GTLB Gitlab Inc. Class A | 15.59% | 921,405 | $34.6M | No change |
| CART Maplebear Inc. | 14.42% | 710,711 | $32.0M | No change |
| AVBP Arrivent Biopharma Inc. | 13.56% | 1,494,786 | $30.1M | No change |
| GUTS Fractyl Health Inc. | 4.85% | 4,884,193 | $10.7M | No change |
| FIG Figma Inc. Class A | 0.25% | 14,845 | $555K | Reduce -98.3% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |