# General Catalyst Group Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1637946. Source: https://holderbook.com/funds/1637946-general-catalyst-group-management-llc/

- Reported value: $188.5M
- Positions: 14
- Weight of the ten largest: 99.0%
- Filed: 2026-08-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ARRIVENT BIOPHARMA INC | [AVBP](https://holderbook.com/stocks/AVBP/) | $51.9M | 1,494,786 | 27.5% | 10 |
| PARABILIS MEDICINES INC | [PBLS](https://holderbook.com/stocks/PBLS/) | $43.8M | 1,600,937 | 23.2% | 1 |
| MAPLEBEAR INC | [CART](https://holderbook.com/stocks/CART/) | $33.7M | 710,711 | 17.9% | 12 |
| MAZE THERAPEUTICS INC | [MAZE](https://holderbook.com/stocks/MAZE/) | $30.9M | 1,035,910 | 16.4% | 6 |
| ODYSSEY THERAPEUTICS INC | [ODTX](https://holderbook.com/stocks/ODTX/) | $15.2M | 810,272 | 8.0% | 1 |
| EIKON THERAPEUTICS INC | [EIKN](https://holderbook.com/stocks/EIKN/) | $4.0M | 305,233 | 2.1% | 2 |
| FRACTYL HEALTH INC | [GUTS](https://holderbook.com/stocks/GUTS/) | $3.9M | 4,884,186 | 2.1% | 5 |
| ETHOS TECHNOLOGIES INC | [LIFE](https://holderbook.com/stocks/LIFE/) | $1.3M | 74,179 | 0.7% | 2 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $949.7K | 54,677 | 0.5% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $925.2K | 3,882 | 0.5% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $743.5K | 1,320 | 0.4% | 2 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $525.9K | 2,850 | 0.3% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $425.5K | 6,465 | 0.2% | 1 |
| FIGMA INC | [FIG](https://holderbook.com/stocks/FIG/) | $268.5K | 14,845 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.2% | +14.8% | +5.3% | 100% |
| Q1 2026 | -19.8% | -4.6% | -15.1% | 100% |
| Q4 2025 | -33.6% | +2.4% | -36.0% | 100% |
| Q3 2025 | -23.6% | +7.8% | -31.4% | 100% |
| Q2 2025 | +11.8% | +10.5% | +1.4% | 100% |
| Q1 2025 | -14.2% | -4.6% | -9.6% | 100% |
| Q4 2024 | -4.5% | +2.1% | -6.6% | 100% |
| Q3 2024 | +35.9% | +5.4% | +30.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $188.5M | 14 |
| Q1 2026 | $183.6M | 12 |
| Q4 2025 | $221.7M | 7 |
| Q3 2025 | $3.0B | 8 |
| Q2 2025 | $4.3B | 10 |
| Q1 2025 | $887.5M | 11 |
| Q4 2024 | $1.1B | 11 |
| Q3 2024 | $1.4B | 11 |
| Q2 2024 | $1.2B | 11 |
| Q1 2024 | $1.3B | 11 |
| Q4 2023 | $1.3B | 10 |
| Q3 2023 | $1.1B | 11 |