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ARCH Venture Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$299M
+45.1%
Holdings
11
+2
New Purchases
3
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
99.9%
Turnover
27.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VIR 21.76% 0.00% +21.76% $65M
LYEL 5.39% 0.00% +5.39% $16M
VERV 7.54% 4.42% +3.12% $23M
CERO 0.07% 0.00% +0.07% $216K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BEAM 25.82% 43.00% -17.18% $77M
MAZE 16.91% 22.00% -5.08% $51M
RAPP 14.19% 18.21% -4.02% $42M
ERAS 4.71% 7.35% -2.63% $14M
GOSS 3.31% 4.26% -0.95% $10M
0YC0.L 0.13% 0.51% -0.38% $386K
QTTB 0.16% 0.26% -0.10% $478K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $91M 30.5%
Small Cap 4 $181M 60.4%
Micro Cap 5 $27M 9.1%

Portfolio Analytics

Avg Market Cap
$1.2B
Median Market Cap
$994M
Avg P/E
5.0
Median P/E
5.0
Avg Dividend Yield
—%
Avg Beta
1.19
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BEAM 25.82% 4,540,132 $77M $17.01 -$11M
2 VIR 21.76% 12,916,663 $65M $5.04 +12,916,663 NEW
3 MAZE 16.91% 4,120,053 $51M $12.28 $5M
4 RAPP 14.19% 3,728,738 $42M $11.38 $5M
5 VERV 7.54% 2,008,809 $23M $11.23 $13M
6 LYEL 5.39% 1,820,634 $16M $8.85 +1,820,634 NEW
7 ERAS 4.71% 11,055,554 $14M $1.27 -$1M
8 GOSS 3.31% 8,055,916 $10M $1.23 $1M
9 QTTB 0.16% 320,482 $478K $1.49 -$54K
10 0YC0.L 0.13% 1,004,817 $386K $0.38 -$659K
11 CERO 0.07% 22,389 $216K $9.63 +22,389 NEW

New Positions

SymbolValue% Port
VIR $65M 21.76%
LYEL $16M 5.39%
CERO $216K 0.07%
View SEC EDGAR Filings for ARCH Venture Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms