2026 Q2 Portfolio Activity
In 2026 Q2, General Catalyst Group Management, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was Doordash Inc., now representing 0.28% of the total fund value. They heavily accumulated shares in Parabilis Medicines, Inc., increasing the position by 2058.2%. Conversely, General Catalyst Group Management, LLC completely exited their position in SAMSARA INC.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
AVBP (27.5%)
Top 10 Concentration
99.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
General Catalyst Group Management, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVBP
ArriVent BioPha...
|
Healthcare | 27.55% | 18.79% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
1,494,786 | $51,928,866 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
N/A
Parabilis Medic...
|
|
Unknown | 23.24% | — |
#2
Prev: #—
|
9.0 |
—
|
1,600,937 | — |
NEW
|
1,600,937 | $43,817,646 | — | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
CART
Maplebear, Inc.
|
Consumer Cyclical | 17.85% | 14.50% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
710,711 | $33,652,166 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MAZE
Maze Therapeuti...
|
Healthcare | 16.40% | 16.85% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
1,035,910 | $30,911,554 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
N/A
Odyssey Therape...
|
|
Unknown | 8.04% | — |
#5
Prev: #—
|
7.2 |
—
|
810,272 | — |
NEW
|
810,272 | $15,160,189 | — | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
N/A
Eikon Therapeut...
|
|
Unknown | 2.11% | 1.76% |
#6
Prev: #6
|
1.8 |
—
|
no change | no change |
P
S
|
305,233 | $3,983,291 | — | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
GUTS
Fractyl Health,...
|
Healthcare | 2.06% | 1.22% |
#7
Prev: #7
|
1.3 |
—
|
-7 | -0.0% |
P
S
|
4,884,186 | $3,879,997 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
N/A
Ethos Technolog...
|
|
Unknown | 0.71% | 0.45% |
#8
Prev: #8
|
1.3 |
—
|
no change | no change |
P
S
|
74,179 | $1,345,607 | — | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
CPNG
Coupang Inc.
|
Consumer Cyclical | 0.50% | 0.38% |
#9
Prev: #9
|
2.7 |
—
|
18,000 | 49.1% |
P
S
|
54,677 | $949,739 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AMZN
Amazon.com Inc.
|
Consumer Cyclical | 0.49% | 0.29% |
#10
Prev: #10
|
3.2 |
—
|
1,300 | 50.3% |
P
S
|
3,882 | $925,236 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
META
Meta Platforms ...
|
Communication Services | 0.39% | 0.21% |
#11
Prev: #11
|
3.2 |
—
|
662 | 100.6% |
P
S
|
1,320 | $743,543 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DASH
Doordash Inc.
|
Consumer Cyclical | 0.28% | — |
#12
Prev: #—
|
3.6 |
—
|
2,850 | — |
NEW
|
2,850 | $525,911 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
CVNA
Carvana Co
|
Consumer Cyclical | 0.23% | — |
#13
Prev: #—
|
3.6 |
—
|
6,465 | — |
NEW
|
6,465 | $425,526 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
FIG
Figma, Inc.
|
Technology | 0.14% | 0.17% |
#14
2
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
14,845 | $268,546 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
GTLB
GITLAB INC
|
Technology | 0.00% | 10.86% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-921,405 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IOT
SAMSARA INC
|
Technology | 0.00% | 34.53% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-2,000,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-16 of 16 holdings