2026 Q1 Portfolio Activity
In 2026 Q1, ARCH Venture Management, LLC maintained a portfolio of 10 distinct positions. The most significant new addition was GENERATE BIOMEDICINES INC, now representing 3.59% of the total fund value. They heavily accumulated shares in LYELL IMMUNOPHARMA INC, increasing the position by 17.7%. The fund also reduced its exposure to 10X GENOMICS INC. by 70.5%.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
MAZE (18.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
ARCH Venture Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 18.16% | 26.19% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,120,053 | $122,983,582 |
$11.01
+132.2%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
RAPP
RAPPORT THERAPE...
|
Healthcare | 17.23% | 17.36% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
3,728,738 | $116,672,212 |
$23.26
+51.2%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
VIR
VIR BIOTECHNOLO...
|
Healthcare | 17.09% | 11.95% |
#3
2
Prev: #5
|
6.0 |
—
|
no change | no change |
P
S
|
12,916,663 | $115,733,300 |
$5.04
+69.2%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ERAS
ERASCA INC
|
Healthcare | 16.95% | 6.31% |
#4
2
Prev: #6
|
4.5 |
—
|
-3,963,997 | -35.9% |
P
S
|
7,091,557 | $114,741,392 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 15.98% | 19.31% |
#5
3
Prev: #2
|
5.5 |
—
|
no change | no change |
P
S
|
4,540,132 | $108,191,346 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LYEL
LYELL IMMUNOPHA...
|
Healthcare | 9.62% | 13.03% |
#6
2
Prev: #4
|
5.8 |
—
|
488,090 | 17.7% |
P
S
|
3,247,162 | $65,138,070 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
GENERATE BIOMED...
|
|
Unknown | 3.59% | — |
#7
Prev: #—
|
4.9 |
—
|
1,944,426 | — |
NEW
|
1,944,426 | $24,305,325 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TXG
10X GENOMICS IN...
|
Healthcare | 0.68% | 1.85% |
#8
Prev: #8
|
0.3 |
—
|
-519,705 | -70.5% |
P
S
|
217,834 | $4,624,616 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOSS
GOSSAMER BIO IN...
|
Healthcare | 0.39% | 3.83% |
#9
2
Prev: #7
|
1.2 |
—
|
no change | no change |
P
S
|
8,055,916 | $2,646,368 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QTTB
Q32 BIO INC
|
Healthcare | 0.30% | 0.16% |
#10
1
Prev: #9
|
1.1 |
—
|
no change | no change |
P
S
|
320,482 | $2,057,494 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-10 of 10 holdings