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Asset Manager ← All Institutions

General Catalyst Group Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$222M
-92.7%
Holdings
8
-3
New Purchases
0
Added To
0
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOT 31.97% 11.34% +20.64% $71M
MAZE 19.35% 0.88% +18.47% $43M
GTLB 15.59% 1.37% +14.23% $35M
CART 14.42% 0.86% +13.56% $32M
AVBP 13.56% 0.91% +12.66% $30M
GUTS 4.85% 0.26% +4.59% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRCL 0.00% 82.89% -82.89% $0
FIG 0.25% 1.50% -1.25% $555K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $71M 32.2%
Mid Cap 2 $67M 30.0%
Small Cap 2 $73M 32.9%
Micro Cap 1 $11M 4.8%

Portfolio Analytics

Avg Market Cap
$9.5B
Median Market Cap
$7.1B
Avg P/E
20.3
Median P/E
20.3
Avg Dividend Yield
—%
Avg Beta
0.98
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IOT 31.97% 2,000,000 $71M $35.45 -$274M -7,250,880 -78.4%
2 MAZE 19.35% 1,035,910 $43M $41.43 $16M
3 GTLB 15.59% 921,405 $35M $37.53 -$7M
4 CART 14.42% 710,711 $32M $44.98 $6M
5 AVBP 13.56% 1,494,786 $30M $20.12 $2M
6 GUTS 4.85% 4,884,193 $11M $2.20 $3M
7 FIG 0.25% 14,845 $555K $37.37 -$45M -862,329 -98.3%
8 CRCL —% -$2.5B -19,001,041 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CRCL —%
View SEC EDGAR Filings for General Catalyst Group Management, LLC →

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