StockDriftsStockDriftsTop 9 Arch Venture Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BEAM | BEAM THERAPEUTICS INC | 14.16% | 4.54M | $155.8M | +0.00%(+0) | $28.24(-5.26%) | 2026-06-30 | |
| RAPP | RAPPORT THERAPEUTICS INC | 14.12% | 3.73M | $155.4M | +0.00%(+0) | $23.26(+103.87%) | 2026-06-30 | |
| ERAS | ERASCA INC | 11.81% | 7.09M | $129.9M | +0.00%(+0) | $18.40(-0.11%) | 2026-06-30 | |
| VIR | VIR BIOTECHNOLOGY INC | 11.76% | 12.69M | $129.4M | -1.72%(-222.50K) | $5.87(+57.41%) | 2026-06-30 | |
| MAZE | MAZE THERAPEUTICS INC | 11.18% | 4.12M | $123.0M | +0.00%(+0) | $11.01(+146.87%) | 2026-06-30 | |
| LYEL | LYELL IMMUNOPHARMA INC | 4.14% | 3.25M | $45.5M | +0.00%(+0) | $12.96(+7.67%) | 2026-06-30 | |
| TXG | 10X GENOMICS INC | 0.76% | 217.8K | $8.4M | +0.00%(+0) | $14.00(+300.64%) | 2026-06-30 | |
| BOLD | BOUNDLESS BIO INC | 0.61% | 2.69M | $6.7M | new | $1.79(+60.95%) | 2026-06-30 | |
| GOSS | GOSSAMER BIO INC | 0.12% | 8.06M | $1.3M | +0.00%(+0) | $1.02(-84.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.58% | -11.39% | -45.37% |
| Top 20 Holdings Unweighted | +38.21% | +164.03% | -8.04% | -34.23% |
Arch Venture Management LLC reports $1.10B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are BEAM (14.2%), RAPP (14.1%) and ERAS (11.8%). The top 20 holdings account for 68.66% of reported assets. Its disclosed equity book has returned +61.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arch Venture Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1274403). View Arch Venture Management LLC’s 13F filings on SEC