2026 Q1 Portfolio Activity
In 2026 Q1, General Catalyst Group Management, LLC maintained a portfolio of 12 distinct positions. The most significant new addition was EIKON THERAPEUTICS INC, now representing 1.76% of the total fund value.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
IOT (34.5%)
Top 10 Concentration
99.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
General Catalyst Group 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IOT
SAMSARA INC
|
Technology | 34.53% | 31.97% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,000,000 | $63,380,000 |
$28.11
+8.9%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 18.79% | 13.56% |
#2
3
Prev: #5
|
6.5 |
—
|
no change | no change |
P
S
|
1,494,786 | $34,484,713 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 16.85% | 19.35% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
1,035,910 | $30,921,914 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 14.50% | 14.42% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
710,711 | $26,623,234 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTLB
GITLAB INC
|
Technology | 10.86% | 15.59% |
#5
2
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
921,405 | $19,939,204 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
EIKON THERAPEUT...
|
|
Unknown | 1.76% | — |
#6
Prev: #—
|
4.2 |
—
|
305,233 | — |
NEW
|
305,233 | $3,229,365 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
GUTS
FRACTYL HEALTH ...
|
Healthcare | 1.22% | 4.85% |
#7
1
Prev: #6
|
1.5 |
—
|
no change | no change |
P
S
|
4,884,193 | $2,235,984 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
ETHOS TECHNOLOG...
|
|
Unknown | 0.45% | — |
#8
Prev: #—
|
3.7 |
—
|
74,179 | — |
NEW
|
74,179 | $828,579 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.38% | — |
#9
Prev: #—
|
3.7 |
—
|
36,677 | — |
NEW
|
36,677 | $692,462 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.29% | — |
#10
Prev: #—
|
3.6 |
—
|
2,582 | — |
NEW
|
2,582 | $537,753 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | — |
#11
Prev: #—
|
3.6 |
—
|
658 | — |
NEW
|
658 | $376,462 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 0.17% | 0.25% |
#12
5
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
14,845 | $313,823 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-12 of 12 holdings