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ARCH Venture Management, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$677M
+3.9%
Holdings
10
New Purchases
1
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
10.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ERAS 16.95% 6.31% +10.64% $115M
VIR 17.09% 11.95% +5.14% $116M
GENB 3.59% 0.00% +3.59% $24M
QTTB 0.30% 0.16% +0.14% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAZE 18.16% 26.19% -8.03% $123M
GOSS 0.39% 3.83% -3.44% $3M
LYEL 9.62% 13.03% -3.41% $65M
BEAM 15.98% 19.31% -3.33% $108M
TXG 0.68% 1.85% -1.16% $5M
RAPP 17.23% 17.36% -0.13% $117M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $228M 33.6%
Small Cap 5 $445M 65.7%
Micro Cap 2 $5M 0.7%

Portfolio Analytics

Avg Market Cap
$1.6B
Median Market Cap
$1.5B
Avg P/E
2.5
Median P/E
2.5
Avg Dividend Yield
—%
Avg Beta
1.08
# 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 18.16% 4,120,053 $123M $29.85 -$48M
2 RAPP 17.23% 3,728,738 $117M $31.29 $4M
3 VIR 17.09% 12,916,663 $116M $8.96 $38M
4 ERAS 16.95% 7,091,557 $115M $16.18 $74M -3,963,997 -35.9%
5 BEAM 15.98% 4,540,132 $108M $23.83 -$18M
6 LYEL 9.62% 3,247,162 $65M $20.06 -$20M +488,090 +17.7%
7 GENB 3.59% 1,944,426 $24M $12.50 +1,944,426 NEW
8 TXG 0.68% 217,834 $5M $21.23 -$7M -519,705 -70.5%
9 GOSS 0.39% 8,055,916 $3M $0.33 -$22M
10 QTTB 0.30% 320,482 $2M $6.42 $993K

New Positions

SymbolValue% Port
GENB $24M 3.59%
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