ARCH Venture Management, LLC holds a concentrated book of 12 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Parabilis Medicines Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Boundless Bio Inc and trimmed Vir Biotechnology Inc. Their largest long position is Parabilis Medicines Inc at 16% of the reported non-option book. Cloning the disclosed picks since 2019 would be +24% (+2.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 68.6 points over this window.
Growth of $10,000 cloning ARCH Venture Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as ARCH Venture Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| TRV GP V, LLC | 2 / 12 | $290.1M |
| General Catalyst Group Management, LLC | 2 / 12 | $74.7M |
| TRV GP VI, LLC | 2 / 12 | $85.2M |
| Cormorant Asset Management, LP | 4 / 12 | $349.5M |
| Frazier Life Sciences Management, L.P. | 3 / 12 | $660.3M |
| Logos Global Management LP | 3 / 12 | $294.7M |
| Foresite Capital Management VI LLC | 3 / 12 | $77.3M |
| Venrock Adviser, LLC | 3 / 12 | $392.7M |
Ranked by the share of each fund's own book sitting in the names it shares with ARCH Venture Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Parabilis Medicines Inc COM | $175.5M | 6.41M | 16.0% | →Listed Newly reportable | |
| 2 | Beam Therapeutics Inc COM | $155.8M | 4.54M | 14.2% | —Held | |
| 3 | Rapport Therapeutics Inc COM | $155.4M | 3.73M | 14.1% | —Held | |
| 4 | Seaport Therapeutics Inc COMMON STOCK | $136.6M | 6.29M | 12.4% | →Listed Newly reportable | |
| 5 | Erasca Inc COM | $129.9M | 7.09M | 11.8% | —Held | |
| 6 | Vir Biotechnology Inc COM | $129.4M | 12.69M | 11.8% | ▼−1.7% Reduced · −223K sh | |
| 7 | Maze Therapeutics Inc COM | $123.0M | 4.12M | 11.2% | —Held | |
| 8 | Lyell Immunopharma Inc COM NEW | $45.5M | 3.25M | 4.1% | —Held | |
| 9 | Generate Biomedicines Inc COM SHS | $32.8M | 1.94M | 3.0% | —Held | |
| 10 | 10X Genomics Inc CL A COM | $8.4M | 217.8K | 0.8% | —Held | |
| 11 | Boundless Bio Inc COM | $6.7M | 2.69M | 0.6% | ▲New New position | |
| 12 | Gossamer Bio Inc COM | $1.3M | 8.06M | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1274403/holdings"
Use Arkolith to show ARCH Venture Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 12 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 10 | $677.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 9 | $651.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 9 | $492.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 11 | $299.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 9 | $206.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 9 | $230.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 9 | $260.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 9 | $266.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 8 | $80.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 7 | $163.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 7 | $154.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 6 | $162.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 8 | $207.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 8 | $390.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 41d | 10 | $771.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 10 | $820.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 27, 2022 | 57d | 8 | $699.8M | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 9 | $945.3M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 3 | $20.0M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 12, 2020 | 43d | 4 | $29.7M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | May 6, 2020 | 36d | 5 | $59.2M | 13F-HR |
| Q4 2019 | Dec 31, 2019 | Feb 5, 2020 | 36d | 5 | $76.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.