— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

ARCH Venture Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$492M
+64.6%
Holdings
11
New Purchases
0
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RAPP 22.49% 14.19% +8.31% $111M
MAZE 21.70% 16.91% +4.78% $107M
LYEL 9.10% 5.39% +3.71% $45M
GOSS 4.30% 3.31% +0.99% $21M
ERAS 4.89% 4.71% +0.18% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VERV 0.00% 7.54% -7.54% $0
VIR 14.98% 21.76% -6.78% $74M
BEAM 22.38% 25.82% -3.44% $110M
0YC0.L 0.00% 0.13% -0.13% $0
CERO 0.02% 0.07% -0.05% $114K
QTTB 0.13% 0.16% -0.03% $635K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $134M 27.3%
Small Cap 5 $336M 68.3%
Micro Cap 4 $22M 4.5%

Portfolio Analytics

Avg Market Cap
$1.1B
Median Market Cap
$994M
Avg P/E
2.5
Median P/E
2.5
Avg Dividend Yield
—%
Avg Beta
1.13
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RAPP 22.49% 3,728,738 $111M $29.70 $68M
2 BEAM 22.38% 4,540,132 $110M $24.27 $33M
3 MAZE 21.70% 4,120,053 $107M $25.93 $56M
4 VIR 14.98% 12,916,663 $74M $5.71 $9M
5 LYEL 9.10% 2,759,072 $45M $16.24 $29M +938,438 +51.5%
6 ERAS 4.89% 11,055,554 $24M $2.18 $10M
7 GOSS 4.30% 8,055,916 $21M $2.63 $11M
8 QTTB 0.13% 320,482 $635K $1.98 $157K
9 CERO 0.02% 22,389 $114K $5.09 -$102K
10 0YC0.L —% -$386K -1,004,817 -100.0% SOLD
11 VERV —% -$23M -2,008,809 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
0YC0.L —%
VERV —%
View SEC EDGAR Filings for ARCH Venture Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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