General Catalyst Group Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), General Catalyst Group Management, LLC reported 12 stock positions worth $183.6 million. Its top holding was Samsara Class A (IOT) at 34.5% of the portfolio, followed by Arrivent Biopharma (AVBP, 18.8%) and Maze Therapeutics (MAZE, 16.8%). Compared with Q4 2025, it opened 5 new positions. The biggest buy was a new position in Eikon Therapeutics (EIKN).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0001637946
- Portfolio Value
- $183.6M (Q1 2026)
- SEC Filing
- 0000905148-26-002373 ↗ filed May 15, 2026
Holdings Value
Holdings 12 stocks · $183.6M
| IOT Samsara Inc. Class A | 34.53% | 2,000,000 | $63.4M | No change |
| AVBP Arrivent Biopharma Inc. | 18.79% | 1,494,786 | $34.5M | No change |
| MAZE Maze Therapeutics Inc. | 16.85% | 1,035,910 | $30.9M | No change |
| CART Maplebear Inc. | 14.50% | 710,711 | $26.6M | No change |
| GTLB Gitlab Inc. Class A | 10.86% | 921,405 | $19.9M | No change |
| EIKN Eikon Therapeutics Inc. | 1.76% | 305,233 | $3.2M | New |
| GUTS Fractyl Health Inc. | 1.22% | 4,884,193 | $2.2M | No change |
| LIFE Ethos Technologies Inc. Class-A | 0.45% | 74,179 | $829K | New |
| CPNG Coupang Inc. | 0.38% | 36,677 | $692K | New |
| AMZN Amazon.com Inc. | 0.29% | 2,582 | $538K | New |
| META Meta Platforms Inc. Class A | 0.21% | 658 | $376K | New |
| FIG Figma Inc. Class A | 0.17% | 14,845 | $314K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
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 |