StockDriftsStockDriftsTop 12 General Catalyst Group Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVBP | ArriVent BioPharma, Inc. | 27.55% | 1.49M | $51.9M | +0.00%(+0) | $17.86(+65.23%) | 2026-06-30 | |
| CART | Maplebear, Inc. | 17.85% | 710.7K | $33.7M | +0.00%(+0) | $29.69(+64.63%) | 2026-06-30 | |
| MAZE | Maze Therapeutics, Inc. | 16.4% | 1.04M | $30.9M | +0.00%(+0) | $11.01(+146.87%) | 2026-06-30 | |
| EIKN | Eikon Therapeutics, Inc. | 2.11% | 305.2K | $4.0M | +0.00%(+0) | $10.58(+4.44%) | 2026-06-30 | |
| GUTS | Fractyl Health, Inc. | 2.06% | 4.88M | $3.9M | -0.00%(-7) | $1.43(-52.45%) | 2026-06-30 | |
| LIFE | Ethos Technologies, Inc. | 0.71% | 74.2K | $1.3M | +0.00%(+0) | $11.17(+204.57%) | 2026-06-30 | |
| CPNG | Coupang Inc. | 0.5% | 54.7K | $950K | +49.08%(+18.00K) | $20.11(-19.84%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 0.49% | 3.9K | $925K | +50.35%(+1.30K) | $219.58(+19.56%) | 2026-06-30 | |
| META | Meta Platforms Inc. | 0.39% | 1.3K | $744K | +100.61%(+662) | $582.87(-0.44%) | 2026-06-30 | |
| DASH | Doordash Inc. | 0.28% | 2.9K | $526K | new | $166.27(+30.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -11.26% | -30.12% | -17.97% | -62.85% |
| Top 20 Holdings Unweighted | +9.42% | +31.00% | -6.23% | -27.52% |
General Catalyst Group Management LLC reports $188.52M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are AVBP (27.6%), CART (17.9%) and MAZE (16.4%). The top 20 holdings account for 68.71% of reported assets. Its disclosed equity book has returned -30.12% 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 General Catalyst Group Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1637946). View General Catalyst Group Management LLC’s 13F filings on SEC