Arkolith/Funds/ARCH Venture Management, LLC

ARCH Venture Management, LLC

CIK 1274403
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

ARCH Venture Management, LLC holds a concentrated book of 10 stocks worth $677.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened GENERATE BIOMEDICINES INC and trimmed ERASCA INC. Their largest long position is MAZE THERAPEUTICS INC at 18% of the equity book.

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Use Arkolith to show ARCH Venture Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
1
existing
Trimmed
2
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
85%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Health Care
18%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • GENERATE BIOMEDICINES INC
    New$24.3M
  • LYELL IMMUNOPHARMA INC
    +18%$9.8M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as ARCH Venture Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC10 / 10$1.0B
VANGUARD CAPITAL MANAGEMENT LLC10 / 10$551.9M
GEODE CAPITAL MANAGEMENT, LLC10 / 10$287.9M
MORGAN STANLEY10 / 10$130.3M
BANK OF AMERICA CORP /DE/10 / 10$102.8M
JPMORGAN CHASE & CO10 / 10$87.0M
MILLENNIUM MANAGEMENT LLC10 / 10$83.0M
UBS Group AG10 / 10$80.0M

Ranked by how many of ARCH Venture Management, LLC's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Maze Therapeutics Inc
COM
$123.0M4.12M
18.2%
Held
2Rapport Therapeutics Inc
COM
$116.7M3.73M
17.2%
Held
3Vir Biotechnology Inc
COM
$115.7M12.92M
17.1%
Held
4Erasca Inc
COM
$114.7M7.09M
16.9%
−36%
Reduced · −4.0M sh
5Beam Therapeutics Inc
COM
$108.2M4.54M
16.0%
Held
6Lyell Immunopharma Inc
COM NEW
$65.1M3.25M
9.6%
+18%
Added · +488K sh
7Generate Biomedicines Inc
COM SHS
$24.3M1.94M
3.6%
New
New position
810X Genomics Inc
CL A COM
$4.6M217.8K
0.7%
−70%
Reduced · −520K sh
9Gossamer Bio Inc
COM
$2.6M8.06M
0.4%
Held
10Q32 Bio Inc
COM
$2.1M320.5K
0.3%
Held
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$677.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20269$651.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20259$492.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202511$299.1M13F-HR
Q1 2025Mar 31, 2025May 15, 20259$206.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20259$230.2M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20249$260.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 20249$266.0M13F-HR
Q1 2024Mar 31, 2024May 15, 20248$80.3M13F-HR
Q4 2023Dec 31, 2023Feb 14, 20247$163.5M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20237$154.0M13F-HR
Q2 2023Jun 30, 2023Aug 9, 20236$162.0M13F-HR
Q1 2023Mar 31, 2023May 15, 20238$207.2M13F-HR
Q4 2022Dec 31, 2022Feb 14, 20238$390.4M13F-HR
Q3 2022Sep 30, 2022Nov 10, 202210$771.4M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202210$820.6M13F-HR
Q1 2022Mar 31, 2022May 27, 20228$699.8M13F-HR/A
Q4 2021Dec 31, 2021Feb 14, 20229$945.3M13F-HR
Q3 2020Sep 30, 2020Nov 16, 20203$20.0M13F-HR
Q2 2020Jun 30, 2020Aug 12, 20204$29.7M13F-HR
Q1 2020Mar 31, 2020May 6, 20205$59.2M13F-HR
Q4 2019Dec 31, 2019Feb 5, 20205$76.7M13F-HR
Q3 2019Sep 30, 2019Nov 12, 20195$91.4M13F-HR
Amended / restated
  • Q1 2022 · filed May 13, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.