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ARCH Venture Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$652M
+32.4%
Holdings
10
-1
New Purchases
1
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAZE 26.19% 21.70% +4.49% $171M
LYEL 13.03% 9.10% +3.93% $85M
TXG 1.85% 0.00% +1.85% $12M
ERAS 6.31% 4.89% +1.42% $41M
QTTB 0.16% 0.13% +0.03% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RAPP 17.36% 22.49% -5.13% $113M
BEAM 19.31% 22.38% -3.07% $126M
VIR 11.95% 14.98% -3.03% $78M
GOSS 3.83% 4.30% -0.47% $25M
CERO 0.00% 0.02% -0.02% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $179M 27.5%
Small Cap 4 $447M 68.5%
Micro Cap 3 $26M 4.0%

Portfolio Analytics

Avg Market Cap
$1.4B
Median Market Cap
$1.4B
Avg P/E
2.5
Median P/E
2.5
Avg Dividend Yield
—%
Avg Beta
1.11
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MAZE 26.19% 4,120,053 $171M $41.43 $64M
2 BEAM 19.31% 4,540,132 $126M $27.72 $16M
3 RAPP 17.36% 3,728,738 $113M $30.34 $2M
4 LYEL 13.03% 2,759,072 $85M $30.78 $40M
5 VIR 11.95% 12,916,663 $78M $6.03 $4M
6 ERAS 6.31% 11,055,554 $41M $3.72 $17M
7 GOSS 3.83% 8,055,916 $25M $3.10 $4M
8 TXG 1.85% 737,539 $12M $16.31 +737,539 NEW
9 QTTB 0.16% 320,482 $1M $3.32 $429K
10 CERO —% -$114K -22,389 -100.0% SOLD

New Positions

SymbolValue% Port
TXG $12M 1.85%

Sold Out Positions

SymbolValue% Port
CERO —%
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