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. Cloning the disclosed picks since 2019 would be +168% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
Following at the filing date actually beat the quarter-end book by 175.6 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 the ~45-day reporting lag, 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, no cost basis
Other tracked managers holding the same core names as ARCH Venture Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 10 / 10 | $1.0B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 10 | $551.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 10 / 10 | $287.9M |
| MORGAN STANLEY | 10 / 10 | $130.3M |
| UBS Group AG | 10 / 10 | $80.0M |
| VANGUARD FIDUCIARY TRUST CO | 10 / 10 | $77.5M |
| WELLS FARGO & COMPANY/MN | 10 / 10 | $8.9M |
| Vanguard Global Advisers, LLC | 10 / 10 | $5.7M |
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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Maze Therapeutics Inc COM | $123.0M | 4.12M | 18.2% | —Held | |
| 2 | Rapport Therapeutics Inc COM | $116.7M | 3.73M | 17.2% | —Held | |
| 3 | Vir Biotechnology Inc COM | $115.7M | 12.92M | 17.1% | —Held | |
| 4 | Erasca Inc COM | $114.7M | 7.09M | 16.9% | ▼−36% Reduced · −4.0M sh | |
| 5 | Beam Therapeutics Inc COM | $108.2M | 4.54M | 16.0% | —Held | |
| 6 | Lyell Immunopharma Inc COM NEW | $65.1M | 3.25M | 9.6% | ▲+18% Added · +488K sh | |
| 7 | Generate Biomedicines Inc COM SHS | $24.3M | 1.94M | 3.6% | ▲New New position | |
| 8 | 10X Genomics Inc CL A COM | $4.6M | 217.8K | 0.7% | ▼−70% Reduced · −520K sh | |
| 9 | Gossamer Bio Inc COM | $2.6M | 8.06M | 0.4% | —Held | |
| 10 | Q32 Bio Inc COM | $2.1M | 320.5K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $677.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $651.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 9 | $492.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $299.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 9 | $206.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 9 | $230.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 9 | $260.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 9 | $266.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 8 | $80.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 7 | $163.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 7 | $154.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 6 | $162.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 8 | $207.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 8 | $390.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 10 | $771.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 10 | $820.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 27, 2022 | 8 | $699.8M | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 9 | $945.3M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 3 | $20.0M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 12, 2020 | 4 | $29.7M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | May 6, 2020 | 5 | $59.2M | 13F-HR |
| Q4 2019 | Dec 31, 2019 | Feb 5, 2020 | 5 | $76.7M | 13F-HR |
| Q3 2019 | Sep 30, 2019 | Nov 12, 2019 | 5 | $91.4M | 13F-HR |
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.