Arkolith/Funds/General Catalyst Group Management, LLC

General Catalyst Group Management, LLC

CIK 1637946
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

General Catalyst Group Management, LLC holds a concentrated book of 14 stocks worth $188.5M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Parabilis Medicines, Inc. and trimmed Fractyl Health Inc. Their largest long position is Arrivent Biopharma Inc at 28% of the equity book.

Opened
4
bought for the first time
  • Parabilis Medicines, Inc.
  • Odyssey Therapeutics, Inc.
  • Doordash Inc - A
  • +1 more · largest first
Added to
3
already held, bought more
Trimmed
1
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
93%
Top 10 holdings
99%
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

69% mapped to company sectors

Health Care
48%
ETF / fund or unclassified
31%
Industrials
18%
Consumer Discretionary
1%
Financials
1%
Information Technology
1%

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
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as General Catalyst Group Management, LLC

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC16 / 14$90.0B
BlackRock, Inc.14 / 14$260.3B
VANGUARD CAPITAL MANAGEMENT LLC14 / 14$220.6B
STATE STREET CORP14 / 14$152.5B
MORGAN STANLEY14 / 14$62.2B
GOLDMAN SACHS GROUP INC14 / 14$26.5B
VANGUARD FIDUCIARY TRUST CO14 / 14$19.6B
UBS Group AG14 / 14$13.6B

Ranked by how many of General Catalyst Group Management, LLC's top 14 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.

14 positions
#SecurityValueShares% PortLast moveHistory
1ArriVent BioPharma, Inc.
COM
$51.9M1.49M
27.5%
Held
2Parabilis Medicines, Inc.
COM
$43.8M1.60M
23.2%
New
New position
3Maplebear, Inc.
COM
$33.7M710.7K
17.9%
Held
4Maze Therapeutics, Inc.
COM
$30.9M1.04M
16.4%
Held
5Odyssey Therapeutics, Inc.
COMMON STOCK
$15.2M810.3K
8.0%
New
New position
6Eikon Therapeutics, Inc.
COM
$4.0M305.2K
2.1%
Held
7Fractyl Health, Inc.
COM
$3.9M4.88M
2.1%
~0%
Reduced · −7 sh
8Ethos Technologies, Inc.
CL A
$1.3M74.2K
0.7%
Held
9Coupang Inc.
CL A
$950K54.7K
0.5%
+49%
Added · +18K sh
10Amazon.com Inc.
COM
$925K3.9K
0.5%
+50%
Added · +1K sh
11Meta Platforms Inc.
CL A
$744K1.3K
0.4%
+101%
Added · +662 sh
12Doordash Inc.
CL A
$526K2.9K
0.3%
New
New position
13Carvana Co
CL A
$426K6.5K
0.2%
New
New position
14Figma, Inc.
CLASS A COM STK
$269K14.8K
0.1%
Held
Showing all 14 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202614$188.5M13F-HR
Q1 2026Mar 31, 2026May 15, 202612$183.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20267$221.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20258$3.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.